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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
LOIM
676
Liberty One Investment Management
Illinois
$17.6K +$2.66K +7 +19%
IGWM
677
ICA Group Wealth Management
Colorado
$16.4K +$15.2K +40 New
RIM
678
Rockbridge Investment Management
New York
$16.4K +$15.2K +40 New
RIL
679
Rothschild Investment LLC
Illinois
$16.4K +$15.2K +40 New
NCM
680
Northwest Capital Management
Oregon
$15.5K
CPG
681
Cornerstone Planning Group
New Jersey
$13.9K -$1.14K -3 -8%
BIA
682
Bell Investment Advisors
California
$13.9K +$759 +2 +6%
IFAM
683
Institutional & Family Asset Management
Colorado
$13.9K +$12.1K +32 +1,600%
HI
684
Harbour Investments
Wisconsin
$13.5K +$6.45K +17 +106%
PMFA
685
Plante Moran Financial Advisors
Michigan
$12.7K +$11.8K +31 New
SAM
686
Smartleaf Asset Management
Massachusetts
$12.5K +$11.4K +30 New
GWSG
687
GPS Wealth Strategies Group
Colorado
$12.3K -$12.1K -32 -52%
MSG
688
Main Street Group
Virginia
$12.3K +$11.4K +30 New
GWS
689
Glassman Wealth Services
Virginia
$11K -$379 -1 -4%
RFG
690
REAP Financial Group
Texas
$10.7K +$9.86K +26 New
SIC
691
Salem Investment Counselors
North Carolina
$10.6K
QL
692
Quarry LP
New York
$10.6K +$9.86K +26 New
MIM
693
Macroview Investment Management
Maryland
$10.2K +$1.9K +5 +25%
RA
694
Rise Advisors
New York
$10.2K -$6.07K -16 -39%
Loomis, Sayles & Company
695
Loomis, Sayles & Company
Massachusetts
$10K +$1.52K +4 +20%
ZB
696
Zions Bancorporation
Utah
$9.81K
MPWT
697
MassMutual Private Wealth & Trust
Connecticut
$9.81K +$3.41K +9 +60%
HFS
698
Hantz Financial Services
Michigan
$9K
VL
699
Vima LLC
Michigan
$8.99K +$8.35K +22 New
HWM
700
HighMark Wealth Management
Minnesota
$8.18K

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.