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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
TSWM
326
Tyler-Stone Wealth Management
Ohio
$796K
TFA
327
Teamwork Financial Advisors
Texas
$794K -$197K -505 -22%
OAM
328
Oppenheimer Asset Management
New York
$786K +$206K +526 +42%
AC
329
Apogem Capital
New York
$781K -$231K -592 -25%
Rockefeller Capital Management
330
Rockefeller Capital Management
New York
$778K -$576K -1,472 -46%
SW
331
SteelPeak Wealth
California
$777K +$258K +659 +60%
Prudential Financial
332
Prudential Financial
New Jersey
$759K -$20.5M -52,306 -97%
CC
333
Corton Capital
Ontario, Canada
$751K +$662K +1,693 New
CG
334
Cutler Group
California
$740K +$30.1K +77 +5%
PP
335
Paloma Partners
Connecticut
$738K +$620K +1,586 +2,033%
ANI
336
American National Insurance
Texas
$737K
CP
337
CenterBook Partners
Connecticut
$701K +$618K +1,580 New
Bank of Nova Scotia
338
Bank of Nova Scotia
Ontario, Canada
$697K -$413K -1,057 -40%
AAM
339
Advisors Asset Management
Colorado
$678K -$41.8K -107 -7%
KeyBank National Association
340
KeyBank National Association
Ohio
$663K +$584K +1,494 New
IC
341
IEQ Capital
California
$659K +$13.3K +34 +2%
TC
342
Truvestments Capital
Florida
$647K -$16.4K -42 -3%
PIA
343
Perennial Investment Advisors
California
$641K -$3.91K -10 -0.7%
MCC
344
Money Concepts Capital
Florida
$635K +$560K +1,432 New
ASGS
345
Alpha Square Group S
New York
$621K +$391K +1,000 +250%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$617K +$67.3K +172 +14%
GC
347
Guggenheim Capital
Illinois
$614K -$214K -547 -28%
HPC
348
HM Payson & Co
Maine
$609K -$41.1K -105 -7%
LWAC
349
Laurel Wealth Advisors (California)
California
$607K +$167K +426 +45%
MFAM
350
Motley Fool Asset Management
Virginia
$605K +$521K +1,333 +4,443%

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.