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570 hedge funds and large institutions have $26.7B invested in MongoDB in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 228 increasing their positions, 175 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

30% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 175

23% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 77

15% more call options, than puts

Call options by funds: $2.07B | Put options by funds: $1.8B

2% more funds holding

Funds holding: 559570 (+11)

0.12% less ownership

Funds ownership: 89.71%89.59% (-0.12%)

15% less capital invested

Capital invested by funds: $31.6B → $26.7B (-$4.84B)

Holders
570
Holders Change
+11
Holders Change %
+1.97%
% of All Funds
8.99%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.36%
New
95
Increased
228
Reduced
175
Closed
77
Calls
$2.07B
Puts
$1.8B
Net Calls
+$273M
Net Calls Change
+$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
301
Schroder Investment Management Group
United Kingdom
$1.08M +$183K +469 +23%
AFC
302
AFT Forsyth & Company
Florida
$1.08M -$635K -1,625 -40%
KPW
303
Kore Private Wealth
New York
$1.07M +$3.13K +8 +0.3%
GITFIT
304
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.06M +$938K +2,400 New
AIA
305
Affinity Investment Advisors
California
$1.01M +$889K +2,274 New
CIC
306
Carnegie Investment Counsel
Ohio
$1.01M +$50.4K +129 +6%
WS
307
Wedbush Securities
California
$999K +$15.6K +40 +2%
VWM
308
Venturi Wealth Management
Texas
$994K +$876K +2,240 New
SFG
309
Synergy Financial Group
California
$991K
KA
310
Kovack Advisors
Florida
$983K -$20.3K -52 -2%
KCM
311
Kornitzer Capital Management
Kansas
$965K +$352K +900 +71%
Susquehanna International Group
312
Susquehanna International Group
Pennsylvania
$933K -$6.16M -15,756 -88%
PFS
313
Prospera Financial Services
Texas
$927K +$818K +2,091 New
JIC
314
Joel Isaacson & Co
New York
$924K -$1.96K -5 -0.2%
AssetMark Inc
315
AssetMark Inc
California
$921K +$577K +1,477 +247%
Creative Planning
316
Creative Planning
Kansas
$913K +$13.3K +34 +2%
AWM
317
AE Wealth Management
Kansas
$908K -$179K -457 -18%
CB
318
Commerce Bank
Missouri
$906K +$246K +630 +45%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$900K -$118K -301 -13%
MF
320
Magnetar Financial
Illinois
$893K +$787K +2,012 New
TC
321
Tairen Capital
Hong Kong
$887K -$12.1M -30,974 -94%
PAM
322
Panagora Asset Management
Massachusetts
$877K +$68.8K +176 +10%
RIA
323
Regal Investment Advisors
Michigan
$848K
SAM
324
Shell Asset Management
Netherlands
$837K +$44.2K +113 +6%
PIM
325
Perpetual Investment Management
Australia
$798K

MDB Hedge Fund Activity: Q1 2022 in Review

570 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q1 2022, worth a combined $26.7B — down 15% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new MDB positions and 77 closed out — a net gain of 18 holders — while 228 added to existing stakes and 175 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $419M. The largest seller was Fidelity Investments, cutting an estimated $356M.

  • 570 institutional investors held MongoDB (MDB) as of Q1 2022, up from 559 in Q4 2021.
  • Funds reported $26.7B of MongoDB stock for Q1 2022, down 15% quarter-over-quarter.
  • 95 funds opened new MongoDB positions in Q1 2022 and 77 closed out, a net change of +18 holders.
  • The largest MongoDB buyer in Q1 2022 was T. Rowe Price Associates, an estimated $419M added.
  • The largest MongoDB seller in Q1 2022 was Fidelity Investments, an estimated $356M sold.

Based on aggregated 13F filings for Q1 2022.