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521 hedge funds and large institutions have $12.2B invested in MongoDB in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 216 increasing their positions, 155 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 155

26% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 74

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

3% more funds holding

Funds holding: 507521 (+14)

0% more call options, than puts

Call options by funds: $1.55B | Put options by funds: $1.54B

1% less capital invested

Capital invested by funds: $12.3B → $12.2B (-$76.4M)

0.78% less ownership

Funds ownership: 90.44%89.66% (-0.78%)

Holders
521
Holders Change
+14
Holders Change %
+2.76%
% of All Funds
8.37%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
93
Increased
216
Reduced
155
Closed
74
Calls
$1.55B
Puts
$1.54B
Net Calls
+$6.41M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
KI
226
Keystone Investors
Singapore
$1.27M +$1.14M +6,432 New
JMPWA
227
JP Morgan Private Wealth Advisors
California
$1.26M +$10.9K +61 +1%
FAM
228
Fred Alger Management
New York
$1.24M -$15.5M -87,269 -93%
GCP
229
GSA Capital Partners
United Kingdom
$1.2M +$1.09M +6,102 New
VI
230
Versor Investments
New York
$1.19M +$1.08M +6,067 New
BCIM
231
British Columbia Investment Management
British Columbia, Canada
$1.18M -$127K -716 -11%
RSC
232
Red Spruce Capital
Pennsylvania
$1.18M +$44K +247 +4%
XWM
233
Xcel Wealth Management
Florida
$1.16M -$154K -865 -13%
M&T Bank
234
M&T Bank
New York
$1.16M -$4.81K -27 -0.5%
VPIM
235
Vanguard Personalized Indexing Management
California
$1.13M +$437K +2,456 +75%
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$1.12M -$397K -2,232 -28%
PI
237
PineBridge Investments
New York
$1.11M -$13.3K -75 -1%
LSA
238
L & S Advisors
California
$1.11M +$1.01M +5,658 New
EMG
239
ETF Managers Group
New Jersey
$1.1M +$451K +2,534 +83%
SIG
240
Stonegate Investment Group
Alabama
$1.08M +$979K +5,502 New
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$1.07M
Daiwa Securities Group
242
Daiwa Securities Group
Japan
$1.04M +$44.1K +248 +5%
Prudential Financial
243
Prudential Financial
New Jersey
$1.03M +$84.7K +476 +10%
MSRPS
244
Maryland State Retirement & Pension System
Maryland
$1.03M +$928K +5,214 New
Balyasny Asset Management
245
Balyasny Asset Management
Illinois
$1.02M +$924K +5,190 New
HCA
246
Harbor Capital Advisors
Illinois
$1.01M +$202K +1,135 +28%
IIM
247
INTECH Investment Management
Florida
$999K -$437K -2,453 -33%
Mariner
248
Mariner
Kansas
$995K +$134K +754 +18%
FCM
249
Firsthand Capital Management
California
$984K
CF
250
Centaurus Financial
California
$984K -$178 -1 -0%

MDB Hedge Fund Activity: Q4 2022 in Review

521 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q4 2022, worth a combined $12.2B — down 0.62% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new MDB positions and 74 closed out — a net gain of 19 holders — while 216 added to existing stakes and 155 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $181M. The largest seller was Capital World Investors, cutting an estimated $505M.

  • 521 institutional investors held MongoDB (MDB) as of Q4 2022, up from 507 in Q3 2022.
  • Funds reported $12.2B of MongoDB stock for Q4 2022, down 0.62% quarter-over-quarter.
  • 93 funds opened new MongoDB positions in Q4 2022 and 74 closed out, a net change of +19 holders.
  • The largest MongoDB buyer in Q4 2022 was 1832 Asset Management, an estimated $181M added.
  • The largest MongoDB seller in Q4 2022 was Capital World Investors, an estimated $505M sold.

Based on aggregated 13F filings for Q4 2022.