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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: 666746 (+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: 1717 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
626
CI Investments Inc
Ontario, Canada
$78K -$3.04K -8 -4%
EFMH
627
E Fund Management (HK)
Hong Kong
$77K +$71.7K +189 New
RCM
628
Raleigh Capital Management
North Carolina
$74.4K +$13.7K +36 +25%
JPWM
629
Jamison Private Wealth Management
Georgia
$73.2K
CFO
630
CVA Family Office
Colorado
$72.8K +$67.5K +178 New
CFGS
631
Concourse Financial Group Securities
Alabama
$69.5K +$9.86K +26 +18%
LS
632
Livforsakringsbolaget Skandia
Sweden
$64.6K +$22K +58 +58%
MCM
633
Manchester Capital Management
Vermont
$63K
DCP
634
DSM Capital Partners
Florida
$60.5K +$56.1K +148 New
CUAMC
635
China Universal Asset Management Company
China
$57.6K +$53.5K +141 New
SPIA
636
Steward Partners Investment Advisory
New York
$55.6K +$37.9K +100 +278%
SIS
637
Strategic Investment Solutions
Illinois
$55.2K +$51.2K +135 New
UB
638
UMB Bank
Missouri
$53.6K -$2.28K -6 -4%
CT
639
Cambridge Trust
Massachusetts
$53.2K
FFC
640
First Financial Corp
Indiana
$53.1K +$19K +50 +63%
WBC
641
Westpac Banking Corp
Australia
$52.3K -$372K -980 -88%
PFBT
642
Parkside Financial Bank & Trust
Missouri
$52.3K -$759 -2 -2%
AWM
643
Abound Wealth Management
Tennessee
$50.7K
CTC
644
Central Trust Company
Missouri
$50.3K +$5.69K +15 +14%
GI
645
GAMMA Investing
California
$49.7K +$47K +124 New
FA
646
Financial Avengers
California
$49.1K
CAS
647
Coppell Advisory Solutions
Texas
$49.1K +$45.5K +120 New
CFB
648
Cullen/Frost Bankers
Texas
$47K +$4.93K +13 +13%
RAM
649
Readystate Asset Management
Illinois
$47K +$43.6K +115 New
GRP
650
Global Retirement Partners
California
$45.8K -$10.2K -27 -19%

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.