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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
MSWM
601
McGlone Suttner Wealth Management
Wisconsin
$193K +$179K +472 New
C
602
Covestor
United Kingdom
$192K +$156K +410 +695%
TC
603
Truvestments Capital
Florida
$190K -$10.2K -27 -5%
DGAM
604
Desjardins Global Asset Management
Quebec, Canada
$186K +$2.28K +6 +1%
ITFISA
605
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$177K – – –
Northwestern Mutual Wealth Management
606
Northwestern Mutual Wealth Management
Wisconsin
$175K -$3.04K -8 -2%
QCG
607
Quadrant Capital Group
Ohio
$168K +$8.35K +22 +6%
IWA
608
Icon Wealth Advisors
Texas
$162K +$151K +397 New
SWM
609
Spire Wealth Management
Virginia
$160K +$2.28K +6 +2%
LWCFA
610
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$152K – – –
KI
611
Kapitalo Investimentos
Brazil
$147K +$137K +360 New
Bessemer Group
612
Bessemer Group
New Jersey
$147K – – –
PS
613
Principal Securities
Iowa
$137K +$127K +334 New
NICM
614
Neo Ivy Capital Management
New York
$126K +$117K +309 New
LWANC
615
Laurel Wealth Advisors (North Carolina)
North Carolina
$124K – – –
AAM
616
Advisors Asset Management
Colorado
$117K +$10.2K +27 +10%
FHA
617
First Horizon Advisors
Tennessee
$116K +$21.2K +56 +25%
GWM
618
Geneos Wealth Management
Colorado
$113K -$379 -1 -0.4%
PAI
619
Pittenger & Anderson Inc
Nebraska
$103K – – –
LC
620
Lindbrook Capital
California
$101K +$17.5K +46 +23%
EWA
621
EverSource Wealth Advisors
Alabama
$92.4K +$9.48K +25 +12%
PIM
622
Plato Investment Management
Australia
$86.7K +$80.4K +212 New
EDRH
623
Edmond de Rothschild Holding
Switzerland
$82.2K +$76.3K +201 New
AA
624
Alta Advisers
United Kingdom
$81.8K – – –
PWA
625
Provenance Wealth Advisors
Florida
$81.8K – – –
23 24
25
26 27

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.