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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
Schroder Investment Management Group
301
Schroder Investment Management Group
United Kingdom
$1.08M +$388K +758 +59%
Creative Planning
302
Creative Planning
Kansas
$1.07M -$15.9K -31 -2%
OCM
303
Oribel Capital Management
New York
$1.06M
TRCT
304
Tower Research Capital (TRC)
New York
$1.06M +$766K +1,496 +299%
BAM
305
Blueshift Asset Management
New Jersey
$1.03M -$2.76M -5,397 -73%
GC
306
Guggenheim Capital
Illinois
$1.02M -$86K -168 -8%
FC
307
FORA Capital
Florida
$1.01M -$728K -1,422 -43%
RIA
308
Regal Investment Advisors
Michigan
$1.01M +$512 +1 +0.1%
Acadian Asset Management
309
Acadian Asset Management
Massachusetts
$983K +$397K +776 +72%
NL
310
NWAM LLC
Washington
$969K +$307K +600 +49%
PAM
311
Panagora Asset Management
Massachusetts
$953K -$189K -369 -17%
PIM
312
Perpetual Investment Management
Australia
$953K +$922K +1,800 New
TSWM
313
Tyler-Stone Wealth Management
Ohio
$950K +$919K +1,795 New
SAM
314
Shell Asset Management
Netherlands
$939K +$279K +545 +44%
AIL
315
AGF Investments LLC
Ontario, Canada
$908K +$79.9K +156 +10%
ANI
316
American National Insurance
Texas
$880K -$7.41M -14,468 -90%
IMRF
317
Illinois Municipal Retirement Fund
Illinois
$877K
AAM
318
Advisors Asset Management
Colorado
$866K +$119K +232 +17%
AIM
319
Aigen Investment Management
New York
$856K -$3.55M -6,930 -80%
MLL
320
Moody Lynn & Lieberson
Massachusetts
$854K -$2.38M -4,653 -74%
CG
321
Cutler Group
California
$842K +$815K +1,592 New
Walleye Capital
322
Walleye Capital
New York
$840K -$562K -1,097 -41%
Los Angeles Capital Management
323
Los Angeles Capital Management
California
$814K +$788K +1,538 New
TC
324
Truvestments Capital
Florida
$794K +$70.7K +138 +10%
HPC
325
HM Payson & Co
Maine
$783K +$66.1K +129 +10%

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.