We are live on ! Find out more

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
WP
801
Waycross Partners
Kentucky
-$320K -925 Closed
SCP
802
Sender Company & Partners
New York
-$297K -860 Closed
OTL
803
Oak Thistle LLC
New York
-$259K -748 Closed
BC
804
Bridgefront Capital
Texas
-$244K -706 Closed
HG
805
Herbst Group
Connecticut
-$242K -700 Closed
AFAS
806
Acorn Financial Advisory Services
Virginia
-$235K -679 Closed
TA
807
TFB Advisors
Kansas
-$228K -660 Closed
WB
808
WesBanco Bank
West Virginia
-$202K -584 Closed
SPM
809
Symmetry Peak Management
Pennsylvania
-$173K -500 Closed
FWM
810
Focused Wealth Management
New York
-$94.8K -250 Closed
SCA
811
Stonebridge Capital Advisors
Minnesota
-$51.9K -150 Closed
FIA
812
FNY Investment Advisers
New York
-$48K -140 Closed
CP
813
Castleview Partners
Texas
-$36.7K -106 Closed
BCM
814
BluePath Capital Management
Georgia
-$30.4K -88 Closed
RTC
815
Riverview Trust Company
Washington
-$23.5K -68 Closed
FFL
816
Financial Freedom LLC
Ohio
-$18.3K -53 Closed
WWP
817
WR Wealth Planners
Missouri
-$10.7K -31 Closed
EARNEST Partners
818
EARNEST Partners
Georgia
-$9.68K -28 Closed
AWA
819
Authentikos Wealth Advisory
California
-$8.99K -26 Closed
BAAM
820
Baker Avenue Asset Management
California
-$5.53K -16 Closed
AA
821
Ancora Advisors
Ohio
-$4.15K -12 Closed
CA
822
Clearstead Advisors
Ohio
-$2.77K -8 Closed
LFG
823
Larson Financial Group
Missouri
-$1.73K -5 Closed
IPW
824
Impact Partnership Wealth
Georgia
-$1.38K -4 Closed
FSWA
825
Financial Synergies Wealth Advisors
Texas
-$692 -2 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.