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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
RJFSA
326
Raymond James Financial Services Advisors
Florida
$575K -$429K -1,372 -38%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
327
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$569K +$686K +2,193 New
HAG
328
HighPoint Advisor Group
Illinois
$559K +$575K +1,838 New
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$542K +$18.8K +60 +3%
Wealthfront Advisers
330
Wealthfront Advisers
California
$540K +$248K +793 +62%
WAM
331
Weiss Asset Management
Massachusetts
$534K +$643K +2,056 New
GCP
332
GSA Capital Partners
United Kingdom
$526K +$469K +1,501 +286%
SFG
333
Synergy Financial Group
California
$525K -$65.3K -209 -9%
SAM
334
Shell Asset Management
Netherlands
$524K +$41.6K +133 +7%
DTL
335
Dynamic Technology Lab
Singapore
$524K +$631K +2,020 New
LPARFS
336
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$519K +$625K +2,000 New
OAM
337
Oppenheimer Asset Management
New York
$518K +$69.4K +222 +13%
PAM
338
Panagora Asset Management
Massachusetts
$513K
Creative Planning
339
Creative Planning
Kansas
$497K -$44.4K -142 -7%
TSWM
340
Tyler-Stone Wealth Management
Ohio
$465K -$938 -3 -0.2%
Rockefeller Capital Management
341
Rockefeller Capital Management
New York
$460K +$6.57K +21 +1%
RIM
342
Redpoint Investment Management
Australia
$449K +$541K +1,729 New
ICM
343
Infini Capital Management
Hong Kong
$441K +$531K +1,700 New
Jennison Associates
344
Jennison Associates
New York
$437K -$79.4M -253,948 -99%
Janney Montgomery Scott
345
Janney Montgomery Scott
Pennsylvania
$430K +$158K +506 +49%
GSC
346
Ground Swell Capital
South Carolina
$430K +$518K +1,658 New
RIA
347
Regal Investment Advisors
Michigan
$421K -$90.3K -289 -15%
AC
348
Apogem Capital
New York
$420K -$44.7K -143 -8%
MFAM
349
Motley Fool Asset Management
Virginia
$418K +$2.81K +9 +0.7%
ACM
350
Aquatic Capital Management
Illinois
$415K +$500K +1,600 New

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.