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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
GBT
701
Grove Bank & Trust
Florida
$7.36K
NS
702
NBC Securities
Alabama
$6K
TVWM
703
Tower View Wealth Management
Wisconsin
$6K
AW
704
Avion Wealth
Texas
$6K +$759 +2 +15%
WTA
705
Washington Trust Advisors
Massachusetts
$5.11K +$4.55K +12 New
RFG
706
RFP Financial Group
Georgia
$4.91K
OLVIG
707
Oliver Lagore Vanvalin Investment Group
Michigan
$4.91K +$4.55K +12 New
TCWA
708
Turtle Creek Wealth Advisors
Texas
$4.91K +$4.55K +12 New
WIM
709
Westside Investment Management
California
$4.91K +$4.55K +12 New
AWM
710
Atticus Wealth Management
Florida
$4.5K
JWA
711
JFS Wealth Advisors
Pennsylvania
$4.5K
AWM
712
Able Wealth Management
New Jersey
$4.5K +$4.17K +11 New
BCH
713
Berkshire Capital Holdings
California
$4.09K -$15.4M -40,620 -100%
FFO
714
Fortitude Family Office
Arizona
$4.09K +$3.79K +10 New
S
715
Sachetta
Massachusetts
$4.09K +$3.79K +10 New
AWM
716
Avior Wealth Management
Nebraska
$4.09K -$1.52K -4 -29%
VCM
717
Versant Capital Management
Arizona
$3.68K -$1.52K -4 -31%
KFS
718
Kelly Financial Services
Massachusetts
$3.27K -$379 -1 -11%
CSC
719
Caldwell Sutter Capital
California
$3.27K +$3.04K +8 New
TFA
720
Transamerica Financial Advisors
Florida
$3K +$2.66K +7 +700%
AF
721
Advisornet Financial
Minnesota
$2.86K -$1.14K -3 -30%
VAG
722
VisionPoint Advisory Group
Texas
$2.86K -$379 -1 -13%
CIA
723
Cape Investment Advisory
Georgia
$2.86K +$2.66K +7 New
FGAM
724
Financial Gravity Asset Management
Texas
$2.66K +$1.52K +4 +100%
PPC
725
Park Place Capital
Alabama
$2.45K -$15.2K -40 -87%

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.