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537 hedge funds and large institutions have $15.9B invested in MongoDB in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 231 increasing their positions, 159 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $1.68B | Put options by funds: $1.12B

45% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 159

0.96% more ownership

Funds ownership: 89.59%90.55% (+0.96%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

6% less funds holding

Funds holding: 570537 (-33)

26% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 98

40% less capital invested

Capital invested by funds: $26.7B → $15.9B (-$10.8B)

Holders
537
Holders Change
-33
Holders Change %
-5.79%
% of All Funds
9.05%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.37%
New
73
Increased
231
Reduced
159
Closed
98
Calls
$1.68B
Puts
$1.12B
Net Calls
+$557M
Net Calls Change
+$285M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
301
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$739K -$2.55M -8,171 -74%
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$735K -$532K -1,702 -38%
SG Americas Securities
303
SG Americas Securities
New York
$725K -$3.13M -10,013 -78%
BBHC
304
Brown Brothers Harriman & Co
New York
$705K
SRAM
305
Spouting Rock Asset Management
Pennsylvania
$704K +$848K +2,711 New
ProShare Advisors
306
ProShare Advisors
Maryland
$702K -$355K -1,134 -30%
DA
307
Duality Advisers
Florida
$695K +$837K +2,678 New
PWM
308
Perigon Wealth Management
California
$693K -$47.8K -153 -5%
TAM
309
Tocqueville Asset Management
New York
$681K
CP
310
CenterBook Partners
Connecticut
$675K +$320K +1,023 +65%
IAS
311
IMA Advisory Services
Colorado
$675K +$813K +2,600 New
AWS
312
AJ Wealth Strategies
New York
$667K -$79.7K -255 -9%
PFS
313
Prospera Financial Services
Texas
$660K +$141K +451 +22%
WS
314
Wedbush Securities
California
$659K +$89.4K +286 +13%
CB
315
Commerce Bank
Missouri
$651K +$146K +466 +23%
LIA
316
LBMC Investment Advisors
Tennessee
$649K
AFC
317
AFT Forsyth & Company
Florida
$627K -$3.13K -10 -0.4%
KPW
318
Kore Private Wealth
New York
$622K -$2.5K -8 -0.3%
CIC
319
Carnegie Investment Counsel
Ohio
$599K +$13.4K +43 +2%
JIC
320
Joel Isaacson & Co
New York
$598K
KA
321
Kovack Advisors
Florida
$596K +$25K +80 +4%
VIA
322
Vident Investment Advisory
Georgia
$594K -$65.3K -209 -8%
AIA
323
Affinity Investment Advisors
California
$591K +$938 +3 +0.1%
FIM
324
Freedom Investment Management
Connecticut
$585K +$350K +1,120 +99%
VWM
325
Venturi Wealth Management
Texas
$581K

MDB Hedge Fund Activity: Q2 2022 in Review

537 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2022, worth a combined $15.9B — down 40% from $26.7B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of MDB and 73 opened new positions — a net loss of 25 holders — while 159 trimmed existing stakes and 231 added.

The largest buyer was Wellington Management Group, adding an estimated $271M. The largest seller was Fidelity Investments, cutting an estimated $242M.

  • 537 institutional investors held MongoDB (MDB) as of Q2 2022, down from 570 in Q1 2022.
  • Funds reported $15.9B of MongoDB stock for Q2 2022, down 40% quarter-over-quarter.
  • 73 funds opened new MongoDB positions in Q2 2022 and 98 closed out, a net change of -25 holders.
  • The largest MongoDB buyer in Q2 2022 was Wellington Management Group, an estimated $271M added.
  • The largest MongoDB seller in Q2 2022 was Fidelity Investments, an estimated $242M sold.

Based on aggregated 13F filings for Q2 2022.