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559 hedge funds and large institutions have $31.6B invested in MongoDB in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 210 increasing their positions, 157 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 56

34% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 157

13% more capital invested

Capital invested by funds: $27.9B → $31.6B (+$3.65B)

10% more funds holding

Funds holding: 508559 (+51)

0.2% more ownership

Funds ownership: 89.51%89.71% (+0.2%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

46% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $2.42B

Holders
559
Holders Change
+51
Holders Change %
+10.04%
% of All Funds
8.6%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.26%
New
115
Increased
210
Reduced
157
Closed
56
Calls
$1.3B
Puts
$2.42B
Net Calls
-$1.13B
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
276
AlphaCrest Capital Management
New York
$1.33M -$723K -1,412 -36%
AWM
277
AE Wealth Management
Kansas
$1.32M -$189K -369 -13%
LIA
278
LBMC Investment Advisors
Tennessee
$1.32M -$4.96M -9,689 -79%
BCI
279
Brinker Capital Investments
Pennsylvania
$1.3M -$290K -566 -19%
N
280
Natixis
France
$1.29M -$22.9M -44,818 -95%
Fidelity International
281
Fidelity International
Bermuda
$1.27M -$1.33M -2,604 -52%
KPW
282
Kore Private Wealth
New York
$1.27M
BCM
283
Bayesian Capital Management
New York
$1.26M +$651K +1,272 +115%
AC
284
Apogem Capital
New York
$1.25M
ETC
285
Exchange Traded Concepts
Oklahoma
$1.24M +$725K +1,415 +154%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$1.23M +$1.19M +2,330 New
CCM
287
Cinctive Capital Management
New York
$1.23M +$1.19M +2,326 New
SG Americas Securities
288
SG Americas Securities
New York
$1.22M -$314K -614 -21%
JIC
289
Joel Isaacson & Co
New York
$1.22M +$2.56K +5 +0.2%
TFA
290
Teamwork Financial Advisors
Texas
$1.22M -$180K -351 -13%
BF
291
BOK Financial
Oklahoma
$1.21M -$21K -41 -2%
PCM
292
Princeton Capital Management
New Jersey
$1.21M +$582K +1,136 +98%
KA
293
Kovack Advisors
Florida
$1.2M +$10.8K +21 +0.9%
SFG
294
Synergy Financial Group
California
$1.18M +$1.14M +2,234 New
GG
295
Golden Green
South Carolina
$1.18M -$65.5K -128 -5%
WS
296
Wedbush Securities
California
$1.17M +$43K +84 +4%
AWS
297
AJ Wealth Strategies
New York
$1.16M
CIC
298
Carnegie Investment Counsel
Ohio
$1.13M +$3.07K +6 +0.3%
FGIM
299
First Growth Investment Manager
California
$1.11M -$563K -1,100 -34%
US Bancorp
300
US Bancorp
Minnesota
$1.08M +$71.7K +140 +7%

MDB Hedge Fund Activity: Q4 2021 in Review

559 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q4 2021, worth a combined $31.6B — up 13% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new MDB positions and 56 closed out — a net gain of 59 holders — while 210 added to existing stakes and 157 trimmed.

The largest buyer was Invesco, adding an estimated $345M. The largest seller was Wells Fargo, cutting an estimated $724M.

  • 559 institutional investors held MongoDB (MDB) as of Q4 2021, up from 508 in Q3 2021.
  • Funds reported $31.6B of MongoDB stock for Q4 2021, up 13% quarter-over-quarter.
  • 115 funds opened new MongoDB positions in Q4 2021 and 56 closed out, a net change of +59 holders.
  • The largest MongoDB buyer in Q4 2021 was Invesco, an estimated $345M added.
  • The largest MongoDB seller in Q4 2021 was Wells Fargo, an estimated $724M sold.

Based on aggregated 13F filings for Q4 2021.