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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
ANRIA
351
American National Registered Investment Advisor
Texas
$578K -$10.2K -26 -2%
Wealthfront Advisers
352
Wealthfront Advisers
California
$572K -$1.38M -3,522 -73%
PNC Financial Services Group
353
PNC Financial Services Group
Pennsylvania
$569K +$80.5K +206 +19%
Bank Julius Baer & Co
354
Bank Julius Baer & Co
Switzerland
$562K +$487K +1,246 +6,230%
SC
355
Sepio Capital
Utah
$558K +$36.4K +93 +8%
TI
356
Tidal Investments
Wisconsin
$555K -$11.7K -30 -2%
AWM
357
Avior Wealth Management
Nebraska
$551K +$486K +1,244 New
DU
358
Delphia (USA)
Ontario, Canada
$547K +$482K +1,232 New
CAPTRUST Financial Advisors
359
CAPTRUST Financial Advisors
North Carolina
$539K +$314K +804 +196%
AIG
360
American International Group
New York
$535K +$391 +1 +0.1%
ETC
361
Exchange Traded Concepts
Oklahoma
$518K -$457K -1,168 -50%
GG
362
Golden Green
South Carolina
$508K -$420K -1,073 -48%
LSA
363
L & S Advisors
California
$503K
QI
364
Qtron Investments
Massachusetts
$502K
FIM
365
Freedom Investment Management
Connecticut
$502K +$443K +1,133 New
Brown Advisory
366
Brown Advisory
Maryland
$497K +$176K +450 +67%
QCM
367
Quantinno Capital Management
New York
$497K +$438K +1,120 New
KAM
368
Karani Asset Management
New York
$492K +$3.13K +8 +0.7%
LFAS
369
Level Four Advisory Services
Texas
$480K +$423K +1,083 New
PA
370
Parallel Advisors
California
$473K +$93.1K +238 +28%
BMSSC
371
B. Metzler seel. Sohn & Co
Germany
$472K
ACM
372
AlphaCrest Capital Management
New York
$468K -$571K -1,461 -58%
LNWWM
373
Laird Norton Wetherby Wealth Management
California
$466K +$63.7K +163 +18%
Janney Montgomery Scott
374
Janney Montgomery Scott
Pennsylvania
$461K +$144K +369 +55%
HF
375
HRT Financial
New York
$457K -$1.85M -4,727 -82%

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.