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521 hedge funds and large institutions have $12.2B invested in MongoDB in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 216 increasing their positions, 155 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 155

26% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 74

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

3% more funds holding

Funds holding: 507521 (+14)

0% more call options, than puts

Call options by funds: $1.55B | Put options by funds: $1.54B

1% less capital invested

Capital invested by funds: $12.3B → $12.2B (-$76.4M)

0.78% less ownership

Funds ownership: 90.44%89.66% (-0.78%)

Holders
521
Holders Change
+14
Holders Change %
+2.76%
% of All Funds
8.37%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
93
Increased
216
Reduced
155
Closed
74
Calls
$1.55B
Puts
$1.54B
Net Calls
+$6.41M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
301
Weiss Asset Management
Massachusetts
$546K +$128K +720 +35%
SWS
302
SYSTM Wealth Solutions
Illinois
$546K +$494K +2,774 New
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$536K +$87.7K +493 +22%
S
304
Seeyond
France
$536K +$366K +2,057 +309%
BBHC
305
Brown Brothers Harriman & Co
New York
$534K
Swedbank
306
Swedbank
Sweden
$534K +$48.4K +272 +11%
AAF
307
Andra AP-fonden
Sweden
$531K +$481K +2,700 New
PWM
308
Perigon Wealth Management
California
$530K +$13.3K +75 +3%
TI
309
Tidal Investments
Wisconsin
$528K +$214K +1,202 +81%
JFG
310
Jefferies Financial Group
New York
$512K +$463K +2,602 New
IAS
311
IMA Advisory Services
Colorado
$512K
Assenagon Asset Management
312
Assenagon Asset Management
Luxembourg
$509K +$207K +1,163 +82%
VWM
313
Venturi Wealth Management
Texas
$504K +$57.3K +322 +14%
EI
314
Ethic Inc
New York
$501K -$109K -610 -19%
LIA
315
LBMC Investment Advisors
Tennessee
$492K
CG
316
Cutler Group
California
$491K +$214K +1,202 +93%
KAM
317
Karani Asset Management
New York
$490K +$225K +1,262 +103%
Bank Julius Baer & Co
318
Bank Julius Baer & Co
Switzerland
$485K -$301K -1,690 -41%
QI
319
Qtron Investments
Massachusetts
$476K +$193K +1,086 +82%
AWS
320
AJ Wealth Strategies
New York
$465K -$37.4K -210 -8%
ETC
321
Exchange Traded Concepts
Oklahoma
$459K +$180K +1,010 +77%
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$456K -$92.9K -522 -18%
JIC
323
Joel Isaacson & Co
New York
$454K
SCA
324
Snowden Capital Advisors
New York
$438K +$82.4K +463 +26%
US Bancorp
325
US Bancorp
Minnesota
$435K -$156K -877 -28%

MDB Hedge Fund Activity: Q4 2022 in Review

521 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q4 2022, worth a combined $12.2B — down 0.62% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new MDB positions and 74 closed out — a net gain of 19 holders — while 216 added to existing stakes and 155 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $181M. The largest seller was Capital World Investors, cutting an estimated $505M.

  • 521 institutional investors held MongoDB (MDB) as of Q4 2022, up from 507 in Q3 2022.
  • Funds reported $12.2B of MongoDB stock for Q4 2022, down 0.62% quarter-over-quarter.
  • 93 funds opened new MongoDB positions in Q4 2022 and 74 closed out, a net change of +19 holders.
  • The largest MongoDB buyer in Q4 2022 was 1832 Asset Management, an estimated $181M added.
  • The largest MongoDB seller in Q4 2022 was Capital World Investors, an estimated $505M sold.

Based on aggregated 13F filings for Q4 2022.