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MongoDB
MDB

Overview Fund Activity

556 hedge funds and large institutions have $31.5B invested in MongoDB in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 208 increasing their positions, 156 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+51
Holders Change %
+10.1%
% of All Funds
8.59%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.26%
New
115
Increased
208
Reduced
156
Closed
56
Calls
$1.3B
Puts
$2.42B
Net Calls
-$1.13B
Net Calls Change
-$106M

Top Buyers

1
Invesco
Invesco
Georgia
+$357M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$309M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$253M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$168M
5
Franklin Resources
Franklin Resources
California
+$158M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$748M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$314M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$196M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$194M
5
Capital World Investors
Capital World Investors
California
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
351
Glenmede Trust
Pennsylvania
$570K -$85.1K -161 -13%
PNC Financial Services Group
352
PNC Financial Services Group
Pennsylvania
$570K +$8.48K +16 +2%
BMSSC
353
B. Metzler seel. Sohn & Co
Germany
$566K +$126K +237 +29%
BNP Paribas Asset Management
354
BNP Paribas Asset Management
France
$554K +$296K +558 +114%
IRF
355
IBM Retirement Fund
New York
$546K -$383K -723 -41%
9WM
356
9258 Wealth Management
Ohio
$543K – – –
TBA
357
Tower Bridge Advisors
Pennsylvania
$529K – – –
PDN
358
Pensionfund DSM Netherlands
Netherlands
$529K – – –
PWLP
359
Prio Wealth Limited Partnership
Massachusetts
$529K – – –
BAAM
360
Baker Avenue Asset Management
California
$519K +$519K +980 New
LWAC
361
Laurel Wealth Advisors (California)
California
$498K +$498K +942 New
AIM
362
Anchor Investment Management
South Carolina
$476K +$476K +900 New
BRWM
363
B. Riley Wealth Management
Tennessee
$470K -$106K -200 -18%
LNWWM
364
Laird Norton Wetherby Wealth Management
California
$470K +$84.8K +160 +22%
Cerity Partners
365
Cerity Partners
New York
$467K +$172K +325 +59%
YCM
366
Yousif Capital Management
Michigan
$467K +$467K +883 New
PA
367
Parallel Advisors
California
$456K +$28.1K +53 +7%
ESCM
368
Echo Street Capital Management
New York
$447K +$42.3K +80 +10%
DTL
369
Dynamic Technology Lab
Singapore
$434K +$434K +820 New
American Century Companies
370
American Century Companies
Missouri
$431K +$79.9K +151 +23%
AC
371
AWM Capital
Arizona
$423K -$106K -200 -20%
SWM
372
Spire Wealth Management
Virginia
$420K +$8.46K +16 +2%
CAN
373
Cetera Advisor Networks
California
$420K +$13.2K +25 +3%
HCM
374
Hall Capital Management
Rhode Island
$409K -$135K -255 -25%
HIIFS
375
Harel Insurance Investments & Financial Services
Israel
$405K +$400K +750 +7,500%
13 14
15
16 17