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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
HNB
651
Huntington National Bank
Ohio
$45K
AA
652
AlphaCentric Advisors
Puerto Rico
$43.3K -$4.17K -11 -9%
BC
653
Bartlett & Co
Ohio
$42K
BCWM
654
Bartlett & Co Wealth Management
Ohio
$41.7K
ATC
655
Adirondack Trust Company
New York
$39.4K
BCMLT
656
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.7K +$37.9K +100 +1,111%
CHA
657
Carmichael Hill & Associates
Maryland
$36.8K
JWM
658
Janiczek Wealth Management
Colorado
$35.2K
SSB
659
Sandy Spring Bank
Maryland
$34.8K
HIIFS
660
Harel Insurance Investments & Financial Services
Israel
$34K -$24.3K -64 -44%
MA
661
Montag & Associates
Georgia
$31.9K -$379 -1 -1%
PTC
662
Private Trust Company
Ohio
$28.2K +$1.9K +5 +8%
BTI
663
Blue Trust Inc
Georgia
$28K +$28.5K +75 +938%
OIAM
664
OFI Invest Asset Management
France
$27.8K
CAL
665
Capital Advisors Ltd
Ohio
$27K
TFIPS
666
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.5K +$22.8K +60 New
TCG
667
Transcendent Capital Group
Oklahoma
$24.5K +$22.8K +60 New
WPWM
668
Western Pacific Wealth Management
Illinois
$22.5K
RIM
669
Rakuten Investment Management
Japan
$21.3K +$19.3K +51 New
FRA
670
Front Row Advisors
California
$20.4K +$3.79K +10 +25%
HCM
671
Hollencrest Capital Management
California
$20.4K +$19K +50 New
SS
672
Sunbelt Securities
Texas
$20K
HCP
673
Hexagon Capital Partners
Arkansas
$19.6K
HI
674
Horizon Investments
North Carolina
$18.8K +$17.5K +46 New
DJSG
675
D.J. St. Germain
Massachusetts
$17.6K -$25.4K -67 -61%

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.