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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
BCM
201
Bornite Capital Management
New York
$6.13M +$5.69M +15,000 New
SC
202
Slow Capital
California
$6.1M -$127K -336 -2%
FAF
203
Fjarde Ap-fonden
Sweden
$6.09M -$80.8K -213 -1%
Osaic Holdings
204
Osaic Holdings
Arizona
$6M +$721K +1,900 +15%
Skandinaviska Enskilda Banken (SEB)
205
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.81M +$85K +224 +2%
AAMU
206
APG Asset Management US
New York
$5.79M +$5.37M +14,165 New
CM
207
Crestline Management
Texas
$5.73M +$1.92M +5,056 +57%
II
208
IFM Investors
Australia
$5.69M -$14.8K -39 -0.3%
Truist Financial
209
Truist Financial
North Carolina
$5.67M +$654K +1,724 +14%
Mariner
210
Mariner
Kansas
$5.6M +$2.52M +6,646 +94%
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$5.55M -$6.24M -16,442 -55%
FAF
212
Första AP-fonden
Sweden
$5.52M -$379K -1,000 -7%
CRC
213
Curi RMB Capital
Illinois
$5.45M +$462K +1,218 +10%
WTC
214
WhitTier Trust Company
Nevada
$5.39M -$877K -2,313 -15%
Los Angeles Capital Management
215
Los Angeles Capital Management
California
$5.39M -$7.72M -20,361 -61%
Calamos Advisors
216
Calamos Advisors
Illinois
$5.37M +$3.96M +10,448 +390%
Commonwealth Equity Services
217
Commonwealth Equity Services
Massachusetts
$5.31M +$526K +1,386 +12%
RS
218
Rakuten Securities
Japan
$5.29M +$4.91M +12,931 New
EGM
219
Engineers Gate Manager
New York
$5.25M -$9.16M -24,154 -65%
MWVC
220
Morgens Waterfall Vintiadis & Co
New York
$5.19M -$759K -2,000 -14%
QCM
221
QRG Capital Management
Illinois
$5.17M +$131K +344 +3%
UIM
222
USS Investment Management
United Kingdom
$5.14M
CIBC Asset Management
223
CIBC Asset Management
Ontario, Canada
$5.03M +$3.78M +9,952 +422%
CWM
224
CIBC World Markets
New York
$5M -$10.5M -27,777 -69%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$4.99M +$259K +683 +6%

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.