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MongoDB
MDB

Overview Fund Activity

517 hedge funds and large institutions have $12.2B invested in MongoDB in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 214 increasing their positions, 154 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+13
Holders Change %
+2.58%
% of All Funds
8.34%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
92
Increased
214
Reduced
154
Closed
74
Calls
$1.55B
Puts
$1.54B
Net Calls
+$6.41M
Net Calls Change
+$512K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$200M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$181M
3
Holocene Advisors
3
Holocene Advisors
New York
$125M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$143M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$445M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$584M
2
Morgan Stanley
2
Morgan Stanley
New York
$140M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$220M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$1.28M
5
Invesco
5
Invesco
Georgia
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
326
ProShare Advisors
Maryland
$430K -$14.8K -75 -3%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$430K +$7.68K +39 +2%
CIC
328
Carnegie Investment Counsel
Ohio
$426K -$591 -3 -0.1%
TWC
329
TD Waterhouse Canada
Ontario, Canada
$413K +$202K +1,030 +95%
RFM
330
Royal Fund Management
Florida
$413K +$157K +800 +62%
AWM
331
Avior Wealth Management
Nebraska
$410K +$102K +520 +33%
AIM
332
Aigen Investment Management
New York
$409K +$409K +2,080 New
SRAM
333
Spouting Rock Asset Management
Pennsylvania
$407K +$71.1K +361 +21%
WWM
334
Western Wealth Management
Colorado
$406K -$453K -2,302 -53%
TCM
335
Teza Capital Management
Illinois
$387K +$387K +1,968 New
DADC
336
D.A. Davidson & Co
Montana
$383K +$383K +1,945 New
WF
337
WoodTrust Financial
Wisconsin
$379K +$19.7K +100 +5%
PRC
338
Pearl River Capital
Michigan
$374K -$51.6K -262 -12%
AC
339
Avestar Capital
New York
$356K -$191K -970 -35%
TSWM
340
Tyler-Stone Wealth Management
Ohio
$352K -$590 -3 -0.2%
CCA
341
Cravens & Co Advisors
Tennessee
$342K +$342K +1,736 New
TMAM
342
Tokio Marine Asset Management
Japan
$338K +$86.2K +438 +34%
MGP
343
Metis Global Partners
California
$338K +$338K +1,715 New
Cerity Partners
344
Cerity Partners
New York
$337K +$119K +603 +55%
RJFSA
345
Raymond James Financial Services Advisors
Florida
$332K +$3.54K +18 +1%
HPC
346
HM Payson & Co
Maine
$330K +$60K +305 +22%
FTDI
347
First Trust Direct Indexing
Massachusetts
$330K +$330K +1,678 New
JSC
348
Jackson Square Capital
California
$329K -$109K -553 -25%
S
349
SignatureFD
Georgia
$319K +$145K +738 +84%
BCM
350
Brainard Capital Management
Texas
$315K +$315K +1,600 New
12 13
14
15 16