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MongoDB
MDB

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: 666 → 746 (+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: 17 → 17 (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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$332M
2
Morgan Stanley
Morgan Stanley
New York
+$219M
3
BlackRock
BlackRock
New York
+$217M
4
Marshall Wace
Marshall Wace
United Kingdom
+$187M
5
AI
Axiom Investors
Connecticut
+$143M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$525M
2
Amundi
Amundi
France
-$144M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$132M
4
Renaissance Technologies
Renaissance Technologies
New York
-$132M
5
Two Sigma Investments
Two Sigma Investments
New York
-$112M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.8B +$73.7M +194,148 +3%
BlackRock
2
BlackRock
New York
$2.54B +$217M +570,812 +10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.07B +$34.4M +90,626 +2%
Jennison Associates
4
Jennison Associates
New York
$1.58B +$46.6M +122,893 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.3B -$7.75M -20,439 -0.6%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.3B -$525M -1,384,711 -30%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$975M +$332M +875,658 +58%
Morgan Stanley
8
Morgan Stanley
New York
$874M +$219M +577,022 +37%
Capital World Investors
9
Capital World Investors
California
$831M +$138K +365 +0%
Franklin Resources
10
Franklin Resources
California
$784M +$61.3M +161,482 +9%
Invesco
11
Invesco
Georgia
$627M +$123M +323,242 +27%
State Street
12
State Street
Massachusetts
$607M +$33.4M +87,953 +6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$447M +$24.9M +65,599 +6%
Norges Bank
14
Norges Bank
Norway
$326M +$18.1M +47,773 +6%
Capital Research Global Investors
15
Capital Research Global Investors
California
$314M -$7.51M -19,789 -3%
Bank of America
16
Bank of America
North Carolina
$285M +$80.8M +212,992 +44%
Marshall Wace
17
Marshall Wace
United Kingdom
$281M +$187M +492,222 +253%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$273M -$21.2M -55,900 -8%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$252M -$86M -226,652 -27%
T. Rowe Price Investment Management
20
T. Rowe Price Investment Management
Maryland
$226M +$848K +2,235 +0.4%
First Trust Advisors
21
First Trust Advisors
Illinois
$224M +$77.5M +204,284 +59%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$219M -$12M -31,611 -6%
GGHC
23
Gilder Gagnon Howe & Co
New York
$196M -$15.6M -41,113 -8%
CIP
24
Champlain Investment Partners
Vermont
$184M -$5.05M -13,310 -3%
Northern Trust
25
Northern Trust
Illinois
$182M -$998K -2,631 -0.6%
1
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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.