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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 %
Creative Planning
301
Creative Planning
Kansas
$1.07M -$16.4K -31 -2%
OCM
302
Oribel Capital Management
New York
$1.06M – – –
TRCT
303
Tower Research Capital (TRC)
New York
$1.06M +$792K +1,496 +299%
BAM
304
Blueshift Asset Management
New Jersey
$1.03M -$2.86M -5,397 -73%
GC
305
Guggenheim Capital
Illinois
$1.02M -$88.9K -168 -8%
FC
306
FORA Capital
Florida
$1.02M -$753K -1,422 -43%
RIA
307
Regal Investment Advisors
Michigan
$1.01M +$530 +1 +0.1%
Acadian Asset Management
308
Acadian Asset Management
Massachusetts
$983K +$410K +776 +72%
NL
309
NWAM LLC
Washington
$969K +$318K +600 +49%
PAM
310
Panagora Asset Management
Massachusetts
$953K -$195K -369 -17%
PIM
311
Perpetual Investment Management
Australia
$953K +$953K +1,800 New
TSWM
312
Tyler-Stone Wealth Management
Ohio
$950K +$950K +1,795 New
SAM
313
Shell Asset Management
Netherlands
$939K +$288K +545 +44%
AIL
314
AGF Investments LLC
Ontario, Canada
$908K +$82.5K +156 +10%
ANI
315
American National Insurance
Texas
$880K -$7.66M -14,468 -90%
IMRF
316
Illinois Municipal Retirement Fund
Illinois
$877K – – –
AAM
317
Advisors Asset Management
Colorado
$866K +$123K +232 +17%
AIM
318
Aigen Investment Management
New York
$856K -$3.41M -6,930 -80%
MLL
319
Moody Lynn & Lieberson
Massachusetts
$854K -$2.46M -4,653 -74%
CG
320
Cutler Group
California
$842K +$842K +1,592 New
Walleye Capital
321
Walleye Capital
New York
$840K -$581K -1,097 -41%
Los Angeles Capital Management
322
Los Angeles Capital Management
California
$814K +$814K +1,538 New
TC
323
Truvestments Capital
Florida
$794K +$73K +138 +10%
HPC
324
HM Payson & Co
Maine
$783K +$68.3K +129 +10%
GAM
325
Gotham Asset Management
New York
$777K -$3.52M -6,654 -82%
11 12
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