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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
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$18.2M -$2.14M -5,635 -11%
Citadel Advisors
127
Citadel Advisors
Florida
$18M -$110M -290,219 -87%
ACM
128
Aquatic Capital Management
Illinois
$17.5M +$10M +26,360 +160%
HSBC Holdings
129
HSBC Holdings
United Kingdom
$17.5M +$8.07M +21,264 +100%
CCPM
130
Cooper Creek Partners Management
New York
$17.1M +$15.9M +41,930 New
State of New Jersey Common Pension Fund D
131
State of New Jersey Common Pension Fund D
New Jersey
$16.8M +$299K +789 +2%
SAM
132
Storebrand Asset Management
Norway
$16.7M +$2.7M +7,114 +21%
SSA
133
Schonfeld Strategic Advisors
New York
$16.6M +$3.99M +10,515 +35%
Simplex Trading
134
Simplex Trading
Illinois
$16.5M +$9.89M +26,073 +184%
VEPM
135
Vista Equity Partners Management
California
$16.3M +$1.04M +2,737 +7%
MLL
136
Moody Lynn & Lieberson
Massachusetts
$16M +$2.79M +7,345 +23%
Robeco Institutional Asset Management
137
Robeco Institutional Asset Management
Netherlands
$15.6M +$1.79M +4,719 +14%
LPL Financial
138
LPL Financial
California
$15.5M +$2.54M +6,693 +21%
AG
139
Avala Global
New York
$15M -$30.5M -80,400 -69%
Aberdeen Group
140
Aberdeen Group
United Kingdom
$14.5M +$4.77M +12,571 +55%
RCW
141
Rheos Capital Works
Japan
$14.3M +$2.16M +5,700 +19%
Aviva
142
Aviva
United Kingdom
$14.3M +$429K +1,130 +3%
Schroder Investment Management Group
143
Schroder Investment Management Group
United Kingdom
$13.9M +$11.5M +30,197 +800%
Janus Henderson Group
144
Janus Henderson Group
United Kingdom
$13.2M -$125K -330 -1%
NOCM
145
Night Owl Capital Management
Connecticut
$12.9M
HighTower Advisors
146
HighTower Advisors
Illinois
$12.9M +$4.42M +11,654 +58%
Empower Advisory Group
147
Empower Advisory Group
Colorado
$12.7M -$3.04K -8 -0%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$12.5M +$319K +840 +3%
ACM
149
Arthedge Capital Management
New York
$12.3M
ACM
150
Atika Capital Management
New York
$12.1M +$759K +2,000 +7%

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.