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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
Korea Investment Corp
76
Korea Investment Corp
South Korea
$42.6M +$16.8M +44,237 +74%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$41.7M +$8.59M +22,653 +30%
National Pension Service
78
National Pension Service
South Korea
$41.1M
TD Asset Management
79
TD Asset Management
Ontario, Canada
$39.6M -$66.2M -174,602 -64%
EPFB
80
Employees Provident Fund Board
Malaysia
$38.8M +$36M +94,861 New
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$37.8M +$406K +1,071 +1%
Dimensional Fund Advisors
82
Dimensional Fund Advisors
Texas
$37.5M +$939K +2,476 +3%
UBS Group
83
UBS Group
Switzerland
$37.3M +$14.6M +38,509 +73%
SEI Investments
84
SEI Investments
Pennsylvania
$36.3M +$2.48M +6,531 +8%
TC
85
Tairen Capital
Hong Kong
$35.1M -$16.7M -43,930 -34%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$33.4M +$6.5M +17,127 +27%
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$33M +$22.4M +59,103 +278%
MAM
88
Melqart Asset Management
United Kingdom
$32.6M +$12.1M +31,815 +66%
CS
89
Candriam SCA
Luxembourg
$31.5M +$12.2M +32,187 +72%
CS
90
Credit Suisse
Switzerland
$30.7M +$967K +2,550 +4%
DCM
91
Driehaus Capital Management
Illinois
$29.4M -$8.5M -22,393 -24%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$29M -$7.22M -19,030 -21%
ZIM
93
Zacks Investment Management
Illinois
$28.8M -$426K -1,124 -2%
Voloridge Investment Management
94
Voloridge Investment Management
Florida
$28.6M -$72.7M -191,709 -73%
Stifel Financial
95
Stifel Financial
Missouri
$28M +$1.41M +3,707 +6%
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$27.5M +$10.6M +27,899 +71%
KC
97
Kadensa Capital
Hong Kong
$26.8M +$22.7M +59,722 +1,030%
Canada Life
98
Canada Life
Manitoba, Canada
$26.7M +$1.77M +4,670 +8%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$26.4M -$21M -55,338 -46%
Principal Financial Group
100
Principal Financial Group
Iowa
$26.3M -$1.04M -2,742 -4%

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.