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MongoDB
MDB

Overview Fund Activity

556 hedge funds and large institutions have $31.5B invested in MongoDB in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 208 increasing their positions, 156 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+51
Holders Change %
+10.1%
% of All Funds
8.59%
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
208
Reduced
156
Closed
56
Calls
$1.3B
Puts
$2.42B
Net Calls
-$1.13B
Net Calls Change
-$106M

Top Buyers

1
Invesco
Invesco
Georgia
$601M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.71B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.79B
4
TD Asset Management
TD Asset Management
Ontario, Canada
$278M
5
Franklin Resources
Franklin Resources
California
$573M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$61.4M
2
WRCM
Whale Rock Capital Management
Massachusetts
$356M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$47.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$12.7M
5
Capital World Investors
Capital World Investors
California
$3.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
AE Wealth Management
Kansas
$1.33M -$195K -369 -13%
LIA
277
LBMC Investment Advisors
Tennessee
$1.32M -$5.13M -9,689 -79%
BCI
278
Brinker Capital Investments
Pennsylvania
$1.3M -$300K -566 -19%
N
279
Natixis
France
$1.29M -$23.7M -44,818 -95%
Fidelity International
280
Fidelity International
Bermuda
$1.27M -$1.38M -2,604 -52%
KPW
281
Kore Private Wealth
New York
$1.27M – – –
BCM
282
Bayesian Capital Management
New York
$1.26M +$673K +1,272 +115%
AC
283
Apogem Capital
New York
$1.25M – – –
ETC
284
Exchange Traded Concepts
Oklahoma
$1.24M +$749K +1,415 +154%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$1.23M +$1.23M +2,330 New
CCM
286
Cinctive Capital Management
New York
$1.23M +$1.23M +2,326 New
SG Americas Securities
287
SG Americas Securities
New York
$1.22M -$325K -614 -21%
JIC
288
Joel Isaacson & Co
New York
$1.22M +$2.65K +5 +0.2%
TFA
289
Teamwork Financial Advisors
Texas
$1.22M -$186K -351 -13%
BF
290
BOK Financial
Oklahoma
$1.21M -$21.7K -41 -2%
PCM
291
Princeton Capital Management
New Jersey
$1.21M +$601K +1,136 +98%
KA
292
Kovack Advisors
Florida
$1.2M +$11.1K +21 +0.9%
SFG
293
Synergy Financial Group
California
$1.18M +$1.18M +2,234 New
GG
294
Golden Green
South Carolina
$1.18M -$67.8K -128 -5%
WS
295
Wedbush Securities
California
$1.17M +$44.4K +84 +4%
AWS
296
AJ Wealth Strategies
New York
$1.16M – – –
CIC
297
Carnegie Investment Counsel
Ohio
$1.13M +$3.18K +6 +0.3%
FGIM
298
First Growth Investment Manager
California
$1.11M -$582K -1,100 -34%
US Bancorp
299
US Bancorp
Minnesota
$1.08M +$74.1K +140 +7%
Schroder Investment Management Group
300
Schroder Investment Management Group
United Kingdom
$1.08M +$401K +758 +59%
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