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MongoDB
MDB

746 hedge funds and large institutions have $26.8B invested in MongoDB in 2023 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 288 increasing their positions, 207 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 78

39% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 207

20% more capital invested

Capital invested by funds: $22.3B → $26.8B (+$4.47B)

12% more funds holding

Funds holding: 666 → 746 (+80)

0.52% more ownership

Funds ownership: 90.41% → 90.93% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 17 → 17 (0)

38% less call options, than puts

Call options by funds: $1.97B | Put options by funds: $3.19B

Holders
746
Holders Change
+80
Holders Change %
+12.01%
% of All Funds
10.88%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
165
Increased
288
Reduced
207
Closed
78
Calls
$1.97B
Puts
$3.19B
Net Calls
-$1.22B
Net Calls Change
-$708M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$332M
2
Morgan Stanley
Morgan Stanley
New York
+$219M
3
BlackRock
BlackRock
New York
+$217M
4
Marshall Wace
Marshall Wace
United Kingdom
+$187M
5
AI
Axiom Investors
Connecticut
+$143M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$525M
2
Amundi
Amundi
France
-$144M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$132M
4
Renaissance Technologies
Renaissance Technologies
New York
-$132M
5
Two Sigma Investments
Two Sigma Investments
New York
-$112M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
576
Oxford Asset Management
United Kingdom
$224K +$208K +549 New
CG
577
Caprock Group
Idaho
$220K +$204K +537 New
EMFAT
578
Emerald Mutual Fund Advisers Trust
Pennsylvania
$219K +$69.8K +184 +52%
BSW
579
Buckingham Strategic Wealth
Missouri
$218K +$203K +534 New
Fifth Third Bancorp
580
Fifth Third Bancorp
Ohio
$216K +$2.28K +6 +1%
OA
581
Oracle Alpha
Ontario, Canada
$215K +$200K +526 New
QC
582
Quent Capital
New York
$213K +$29.6K +78 +18%
DWM
583
Dakota Wealth Management
Florida
$213K +$198K +521 New
AF
584
Allworth Financial
California
$213K +$6.83K +18 +4%
RIA
585
Realta Investment Advisors
Delaware
$212K +$197K +519 New
BWP
586
Baldwin Wealth Partners
Massachusetts
$211K – – –
TAM
587
Tealwood Asset Management
Minnesota
$209K +$194K +511 New
NCM
588
Northside Capital Management
Oregon
$209K +$193K +510 New
SSG
589
Summit Securities Group
New York
$207K +$2.28K +6 +1%
PWM
590
Prosperity Wealth Management
California
$206K +$192K +505 New
UM
591
UniSuper Management
Australia
$204K – – –
RFP
592
Roth Financial Partners
Texas
$204K +$190K +500 New
Lido Advisors
593
Lido Advisors
California
$204K +$189K +498 New
NRD
594
Nebula Research & Development
New York
$204K -$167K -441 -47%
KA
595
Kovack Advisors
Florida
$203K -$387K -1,020 -67%
HKIMG
596
Hutchens & Kramer Investment Management Group
Indiana
$202K +$187K +493 New
MAS
597
Meeder Advisory Services
Ohio
$200K +$186K +490 New
SC
598
Savant Capital
Illinois
$200K +$186K +490 New
PIA
599
Perennial Investment Advisors
California
$200K – – –
A
600
AlphaQuest
New York
$199K +$184K +486 New
22 23
24
25 26

MDB Hedge Fund Activity: Q4 2023 in Review

746 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q4 2023, worth a combined $26.8B — up 20% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new MDB positions and 78 closed out — a net gain of 87 holders — while 288 added to existing stakes and 207 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $332M. The largest seller was T. Rowe Price Associates, cutting an estimated $525M.

  • 746 institutional investors held MongoDB (MDB) as of Q4 2023, up from 666 in Q3 2023.
  • Funds reported $26.8B of MongoDB stock for Q4 2023, up 20% quarter-over-quarter.
  • 165 funds opened new MongoDB positions in Q4 2023 and 78 closed out, a net change of +87 holders.
  • The largest MongoDB buyer in Q4 2023 was Wellington Management Group, an estimated $332M added.
  • The largest MongoDB seller in Q4 2023 was T. Rowe Price Associates, an estimated $525M sold.

Based on aggregated 13F filings for Q4 2023.