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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
Swedbank
51
Swedbank
Sweden
$77.4M +$721K +1,900 +1%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$73.1M +$1.75M +4,600 +3%
Squarepoint
53
Squarepoint
New York
$70.9M -$64.2M -169,228 -49%
GCM
54
Gladstone Capital Management
United Kingdom
$69.4M -$24.9M -65,538 -28%
Wells Fargo
55
Wells Fargo
California
$68.7M +$15.8M +41,732 +33%
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$68.6M -$61.4M -161,881 -49%
DCM
57
Dorsal Capital Management
California
$65.4M -$15.2M -40,000 -20%
CAM
58
Contour Asset Management
New York
$61.2M -$6.93M -18,277 -11%
Westfield Capital Management
59
Westfield Capital Management
Massachusetts
$60.3M +$1.52M +4,009 +3%
Man Group
60
Man Group
United Kingdom
$57.7M +$53.6M +141,193 New
SPPAM
61
Summit Partners Public Asset Management
Massachusetts
$57.6M -$10.3M -27,193 -16%
Acadian Asset Management
62
Acadian Asset Management
Massachusetts
$56.9M +$33.8M +89,072 +177%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$54.5M -$132M -346,900 -72%
Pictet Asset Management
64
Pictet Asset Management
Switzerland
$54.3M +$15.8M +41,777 +46%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$52.9M -$55.4M -145,907 -53%
American Century Companies
66
American Century Companies
Missouri
$52.5M +$46.8M +123,374 +2,479%
Ensign Peak Advisors
67
Ensign Peak Advisors
Utah
$50.7M +$28.1M +74,194 +149%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$49.6M +$248K +653 +0.5%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$47.6M -$4.27M -11,244 -9%
AIM
70
Allen Investment Management
New York
$46.5M -$8.27M -21,803 -16%
Deutsche Bank
71
Deutsche Bank
Germany
$45.7M +$11.1M +29,370 +36%
VNIM
72
Vaughan Nelson Investment Management
Texas
$45.3M +$8.12M +21,415 +24%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$44.8M +$1.23M +3,253 +3%
Federated Hermes
74
Federated Hermes
Pennsylvania
$44.4M -$9.93M -26,170 -19%
ZCI
75
Zevenbergen Capital Investments
Washington
$44.3M -$916K -2,415 -2%

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.