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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
9WM
376
9258 Wealth Management
Ohio
$455K
BF
377
BOK Financial
Oklahoma
$451K -$498K -1,273 -56%
TBA
378
Tower Bridge Advisors
Pennsylvania
$444K
AIM
379
Anchor Investment Management
South Carolina
$444K +$39.1K +100 +11%
IRF
380
IBM Retirement Fund
New York
$443K -$12.9K -33 -3%
FDCDDQ
381
Federation des caisses Desjardins du Quebec
Quebec, Canada
$433K -$68.4K -175 -15%
VI
382
Vestcor Inc
New Brunswick, Canada
$429K +$87.6K +224 +30%
PCM
383
Prelude Capital Management
New York
$428K +$377K +965 New
DLCIG
384
D.L. Carlson Investment Group
New Hampshire
$417K -$5.96M -15,242 -94%
YCM
385
Yousif Capital Management
Michigan
$401K +$7.82K +20 +2%
ZCA
386
Zeke Capital Advisors
Pennsylvania
$401K +$353K +903 New
BRWM
387
B. Riley Wealth Management
Tennessee
$395K +$1.17K +3 +0.3%
Verition Fund Management
388
Verition Fund Management
Connecticut
$394K +$347K +888 New
American Century Companies
389
American Century Companies
Missouri
$368K +$5.47K +14 +2%
QT
390
Quantamental Technologies
New York
$363K +$320K +818 New
BWP
391
Baldwin Wealth Partners
Massachusetts
$362K +$25.4K +65 +9%
AC
392
AWM Capital
Arizona
$355K
CAN
393
Cetera Advisor Networks
California
$355K +$2.74K +7 +0.9%
SWM
394
Spire Wealth Management
Virginia
$350K -$2.35K -6 -0.8%
CM
395
Castleark Management
Illinois
$342K -$727K -1,860 -71%
PF
396
Phoenix Financial
Israel
$341K +$300K +768 New
BJL
397
Brighton Jones LLC
Washington
$337K -$1.56K -4 -0.5%
EI
398
Ellevest Inc
New York
$336K +$185K +474 +167%
MA
399
Mutual Advisors
Nebraska
$335K -$1.96K -5 -0.7%
PWLP
400
Prio Wealth Limited Partnership
Massachusetts
$333K -$97.7K -250 -25%

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.