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MDB Capital Holdings
MDBH

5 hedge funds and large institutions have $1.72M invested in MDB Capital Holdings in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more capital invested

Capital invested by funds: $222K → $1.72M (+$1.5M)

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

67% more funds holding

Funds holding: 3 → 5 (+2)

3.03% more ownership

Funds ownership: 0.45% → 3.48% (+3%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BAAM
Baker Avenue Asset Management
California
+$782K
2
PPW
Pasadena Private Wealth
California
+$521K
3
UBS Group
UBS Group
Switzerland
+$74.8K
4
TFA
Toth Financial Advisory
Virginia
+$4.17K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$24.7K
2
TRCT
Tower Research Capital (TRC)
New York
-$825

MDBH Hedge Fund Activity: Q4 2023 in Review

5 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in MDB Capital Holdings (MDBH) for Q4 2023, worth a combined $1.72M — up 675% from $222K a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MDBH positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Baker Avenue Asset Management, opening a new position worth an estimated $782K. The largest seller was Morgan Stanley, cutting an estimated $24.7K.

  • 5 institutional investors held MDB Capital Holdings (MDBH) as of Q4 2023, up from 3 in Q3 2023.
  • Funds reported $1.72M of MDB Capital Holdings stock for Q4 2023, up 675% quarter-over-quarter.
  • 3 funds opened new MDB Capital Holdings positions in Q4 2023 and 1 closed out, a net change of +2 holders.
  • The largest MDB Capital Holdings buyer in Q4 2023 was Baker Avenue Asset Management, an estimated $782K added.
  • The largest MDB Capital Holdings seller in Q4 2023 was Morgan Stanley, an estimated $24.7K sold.

Based on aggregated 13F filings for Q4 2023.