We are live on ! Find out more

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
PNC Financial Services Group
326
PNC Financial Services Group
Pennsylvania
$432K +$142K +799 +57%
OQS
327
Occudo Quantitative Strategies
Florida
$431K -$2.67M -15,029 -87%
ProShare Advisors
328
ProShare Advisors
Maryland
$430K -$13.3K -75 -3%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$430K +$6.94K +39 +2%
CIC
330
Carnegie Investment Counsel
Ohio
$426K -$534 -3 -0.1%
SLAM
331
Swiss Life Asset Management
$414K +$161K +905 +76%
TWC
332
TD Waterhouse Canada
Ontario, Canada
$413K +$183K +1,030 +95%
RFM
333
Royal Fund Management
Florida
$413K +$142K +800 +62%
AWM
334
Avior Wealth Management
Nebraska
$410K +$92.6K +520 +33%
AIM
335
Aigen Investment Management
New York
$409K +$370K +2,080 New
SRAM
336
Spouting Rock Asset Management
Pennsylvania
$407K +$64.3K +361 +21%
WWM
337
Western Wealth Management
Colorado
$406K -$410K -2,302 -53%
TCM
338
Teza Capital Management
Illinois
$387K +$350K +1,968 New
DADC
339
D.A. Davidson & Co
Montana
$383K +$346K +1,945 New
WF
340
WoodTrust Financial
Wisconsin
$379K +$17.8K +100 +5%
PRC
341
Pearl River Capital
Michigan
$374K -$46.6K -262 -12%
AC
342
Avestar Capital
New York
$356K -$173K -970 -35%
TSWM
343
Tyler-Stone Wealth Management
Ohio
$352K -$534 -3 -0.2%
CCA
344
Cravens & Co Advisors
Tennessee
$342K +$309K +1,736 New
TMAM
345
Tokio Marine Asset Management
Japan
$338K +$78K +438 +34%
MGP
346
Metis Global Partners
California
$338K +$305K +1,715 New
Cerity Partners
347
Cerity Partners
New York
$337K +$107K +603 +55%
RJFSA
348
Raymond James Financial Services Advisors
Florida
$332K +$3.2K +18 +1%
HPC
349
HM Payson & Co
Maine
$330K +$54.3K +305 +22%
FTDI
350
First Trust Direct Indexing
Massachusetts
$330K +$299K +1,678 New

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.