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507 hedge funds and large institutions have $12.3B invested in MongoDB in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 170 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 170

1% more call options, than puts

Call options by funds: $897M | Put options by funds: $891M

0.11% less ownership

Funds ownership: 90.55%90.44% (-0.11%)

6% less funds holding

Funds holding: 537507 (-30)

23% less capital invested

Capital invested by funds: $15.9B → $12.3B (-$3.65B)

23% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 90

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
507
Holders Change
-30
Holders Change %
-5.59%
% of All Funds
8.73%
Holding in Top 10
12
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-45.45%
% of All Funds
0.21%
New
69
Increased
200
Reduced
170
Closed
90
Calls
$897M
Puts
$891M
Net Calls
+$5.89M
Net Calls Change
-$551M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
301
Tocqueville Asset Management
New York
$521K
PWM
302
Perigon Wealth Management
California
$520K -$15.2K -52 -2%
IAS
303
IMA Advisory Services
Colorado
$516K
AWS
304
AJ Wealth Strategies
New York
$511K
CB
305
Commerce Bank
Missouri
$504K +$7.88K +27 +1%
LIA
306
LBMC Investment Advisors
Tennessee
$496K
DTL
307
Dynamic Technology Lab
Singapore
$492K +$134K +460 +23%
Swedbank
308
Swedbank
Sweden
$484K +$712K +2,439 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
309
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$472K +$54.3K +186 +8%
JIC
310
Joel Isaacson & Co
New York
$457K
AIA
311
Affinity Investment Advisors
California
$457K +$7K +24 +1%
ProShare Advisors
312
ProShare Advisors
Maryland
$449K -$130K -444 -16%
VWM
313
Venturi Wealth Management
Texas
$445K
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$443K +$133K +455 +26%
JSC
315
Jackson Square Capital
California
$441K -$242K -829 -27%
CIC
316
Carnegie Investment Counsel
Ohio
$430K -$42.3K -145 -6%
PRC
317
Pearl River Capital
Michigan
$429K +$630K +2,160 New
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$426K +$16.1K +55 +3%
KA
319
Kovack Advisors
Florida
$425K -$46.4K -159 -7%
ACM
320
AlphaCrest Capital Management
New York
$424K -$350K -1,199 -36%
FIM
321
Freedom Investment Management
Connecticut
$424K -$34.7K -119 -5%
VFA
322
Values First Advisors
Tennessee
$422K +$356K +1,221 +135%
Creative Planning
323
Creative Planning
Kansas
$421K +$60.1K +206 +11%
SFG
324
Synergy Financial Group
California
$415K +$18.7K +64 +3%
VIA
325
Vident Investment Advisory
Georgia
$412K -$11.7K -40 -2%

MDB Hedge Fund Activity: Q3 2022 in Review

507 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q3 2022, worth a combined $12.3B — down 23% from $15.9B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of MDB and 69 opened new positions — a net loss of 21 holders — while 170 trimmed existing stakes and 200 added.

The largest buyer was VOYA Investment Management, adding an estimated $348M. The largest seller was T. Rowe Price Associates, cutting an estimated $414M.

  • 507 institutional investors held MongoDB (MDB) as of Q3 2022, down from 537 in Q2 2022.
  • Funds reported $12.3B of MongoDB stock for Q3 2022, down 23% quarter-over-quarter.
  • 69 funds opened new MongoDB positions in Q3 2022 and 90 closed out, a net change of -21 holders.
  • The largest MongoDB buyer in Q3 2022 was VOYA Investment Management, an estimated $348M added.
  • The largest MongoDB seller in Q3 2022 was T. Rowe Price Associates, an estimated $414M sold.

Based on aggregated 13F filings for Q3 2022.