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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
TFCP
776
Twin Focus Capital Partners
Massachusetts
-$1.04M -3,000 Closed
SRAM
777
Spouting Rock Asset Management
Pennsylvania
-$996K -2,880 Closed
PL
778
Perpetual Ltd
Australia
-$934K -2,700 Closed
WWM
779
Western Wealth Management
Colorado
-$906K -2,620 Closed
BAM
780
Blueshift Asset Management
New Jersey
-$902K -2,609 Closed
SEC
781
Seven Eight Capital
New York
-$868K -2,510 Closed
SRC
782
Samson Rock Capital
United Kingdom
-$863K -2,495 Closed
ESCM
783
Echo Street Capital Management
New York
-$727K -2,103 Closed
MUMSS
784
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$702K -2,030 Closed
EP
785
Edgestream Partners
New Jersey
-$695K -2,010 Closed
S
786
ShariaPortfolio
Florida
-$665K -1,922 Closed
FRM
787
Fox Run Management
Connecticut
-$512K -1,479 Closed
OQS
788
Occudo Quantitative Strategies
Florida
-$500K -1,447 Closed
Point72 Asset Management
789
Point72 Asset Management
Connecticut
-$492K -1,422 Closed
LA
790
LBP AM
France
-$488K -1,410 Closed
CM
791
Capula Management
Cayman Islands
-$484K -1,400 Closed
JCM
792
Jag Capital Management
Missouri
-$424K -1,227 Closed
CAS
793
CTC Alternative Strategies
Illinois
-$415K -1,200 Closed
SC
794
Sepio Capital
Utah
-$386K -1,117 Closed
DAM
795
Draper Asset Management
New York
-$367K -1,061 Closed
FMAEN1
796
Fund Management at Engine No 1
California
-$349K -1,009 Closed
MC
797
Machina Capital
France
-$346K -1,001 Closed
CA
798
Crewe Advisors
Utah
-$346K -1,000 Closed
RFM
799
Royal Fund Management
Florida
-$346K -1,000 Closed
DBRC
800
D.B. Root & Company
Pennsylvania
-$320K -925 Closed

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.