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MongoDB

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
Assenagon Asset Management
151
Assenagon Asset Management
Luxembourg
$11.9M +$10.2M +26,961 +1,196%
TC
152
Tenere Capital
New York
$11.9M +$5.14M +13,544 +87%
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.5M -$12.4M -32,735 -54%
TC
154
TwinBeech Capital
New York
$11.3M -$32.9M -86,733 -76%
Baillie Gifford & Co
155
Baillie Gifford & Co
United Kingdom
$11.2M +$8.18M +21,559 +362%
Wealth Enhancement Advisory Services
156
Wealth Enhancement Advisory Services
Minnesota
$11.2M -$246K -649 -2%
WT
157
Whittier Trust
California
$11.1M -$1.93M -5,087 -16%
LIP
158
Liontrust Investment Partners
United Kingdom
$11M +$8.73M +23,000 +575%
Royal London Asset Management
159
Royal London Asset Management
United Kingdom
$10.6M +$278K +734 +3%
Artisan Partners
160
Artisan Partners
Wisconsin
$10.5M +$9.79M +25,793 New
Rafferty Asset Management
161
Rafferty Asset Management
New York
$10.5M +$9.77M +25,752 New
CCM
162
CloudAlpha Capital Management
Hong Kong
$10.4M +$7.7M +20,300 +398%
DKCM
163
Davidson Kempner Capital Management
New York
$10.2M +$5.69M +15,000 +150%
N
164
Natixis
France
$9.84M +$9.13M +24,056 New
AssetMark Inc
165
AssetMark Inc
California
$9.83M +$1.93M +5,091 +27%
Handelsbanken Fonder
166
Handelsbanken Fonder
Sweden
$9.76M -$3.74M -9,870 -29%
KBC Group
167
KBC Group
Belgium
$9.65M -$1.05M -2,771 -11%
GAM
168
Groupama Asset Management
France
$9.61M +$8.91M +23,495 New
PAMP
169
Polar Asset Management Partners
Ontario, Canada
$9.53M +$8.84M +23,300 New
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.52M -$107K -281 -1%
AIM
171
Aurora Investment Managers
Florida
$9.12M -$811K -2,139 -8%
GC
172
Guggenheim Capital
Illinois
$9.09M +$6.93M +18,261 +461%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$8.85M +$887K +2,339 +12%
FIM
174
Fernwood Investment Management
Massachusetts
$8.81M -$87.3K -230 -1%
SCA
175
Snowden Capital Advisors
New York
$8.76M +$2.53M +6,664 +45%

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.