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MongoDB
MDB

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: 666 → 746 (+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: 17 → 17 (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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$332M
2
Morgan Stanley
Morgan Stanley
New York
+$219M
3
BlackRock
BlackRock
New York
+$217M
4
Marshall Wace
Marshall Wace
United Kingdom
+$187M
5
AI
Axiom Investors
Connecticut
+$143M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$525M
2
Amundi
Amundi
France
-$144M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$132M
4
Renaissance Technologies
Renaissance Technologies
New York
-$132M
5
Two Sigma Investments
Two Sigma Investments
New York
-$112M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
726
Valued Wealth Advisors
Utah
$2.42K +$2.66K +7 New
WWM
727
Wolff Wiese Magana
California
$2.04K – – –
AFG
728
Albion Financial Group
Utah
$1.64K – – –
DPW
729
DiNuzzo Private Wealth
Pennsylvania
$1.64K +$1.52K +4 New
W
730
WealthCollab
Washington
$1.64K +$1.52K +4 New
BBPWM
731
Blue Bell Private Wealth Management
Pennsylvania
$1.64K – – –
GI
732
Gradient Investments
Minnesota
$1.64K – – –
SIS
733
Sound Income Strategies
Florida
$1.64K – – –
First Manhattan
734
First Manhattan
New York
$1.64K +$759 +2 +200%
JFGIW
735
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.23K +$1.14K +3 New
SIC
736
SJS Investment Consulting
Ohio
$818 – – –
BWM
737
Baystate Wealth Management
Massachusetts
$818 +$759 +2 New
WCM
738
Winthrop Capital Management
Indiana
$818 +$759 +2 New
CT
739
Colonial Trust
South Carolina
$661 +$759 +2 New
AIM
740
Anchor Investment Management
South Carolina
$409 – – –
RG
741
Retirement Group
California
$409 – – –
TFM
742
TFC Financial Management
Massachusetts
$409 – – –
BGAI
743
Bruce G. Allen Investments
Colorado
$409 +$379 +1 New
Jones Financial Companies
744
Jones Financial Companies
Missouri
$409 +$379 +1 New
MCM
745
MV Capital Management
Maryland
$409 +$379 +1 New
FCA
746
FinTrust Capital Advisors
South Carolina
$14 – – –
DWM
747
Dogwood Wealth Management
Kansas
$4 – – –
Renaissance Technologies
748
Renaissance Technologies
New York
– -$132M -380,391 Closed
Holocene Advisors
749
Holocene Advisors
New York
– -$99.7M -288,310 Closed
Arrowstreet Capital
750
Arrowstreet Capital
Massachusetts
– -$63.6M -183,789 Closed
28 29
30
31 32

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.