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MongoDB
MDB

Overview Fund Activity

534 hedge funds and large institutions have $15.9B invested in MongoDB in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 231 increasing their positions, 157 reducing their positions, and 97 closing their positions.

Holders
534
Holders Change
-33
Holders Change %
-5.82%
% of All Funds
9.03%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.37%
New
72
Increased
231
Reduced
157
Closed
97
Calls
$1.68B
Puts
$1.12B
Net Calls
+$557M
Net Calls Change
+$285M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$399M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$135M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$89.9M
4
Millennium Management
4
Millennium Management
New York
$78.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$649M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$890M
2
Capital World Investors
2
Capital World Investors
California
$1.5B
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$139M
4
BlackRock
4
BlackRock
New York
$1.54B
5
Jennison Associates
5
Jennison Associates
New York
$437K
Name Market Value Shares Shares
Change 		Shares
Change %
LSA
376
L & S Advisors
California
$295K 1,135 – –
CAPTRUST Financial Advisors
377
CAPTRUST Financial Advisors
North Carolina
$294K 1,133 -82 -7%
QI
378
Qtron Investments
Massachusetts
$294K 1,132 – –
WWM
379
Western Wealth Management
Colorado
$293K 1,130 +1,130 New
KeyBank National Association
380
KeyBank National Association
Ohio
$283K 1,090 -404 -27%
Mercer Global Advisors
381
Mercer Global Advisors
Colorado
$282K 1,086 +1,086 New
PA
382
Parallel Advisors
California
$277K 1,068 -31 -3%
KAS
383
Kestra Advisory Services
Texas
$275K 1,058 +1,058 New
HFM
384
Harvest Fund Management
China
$273K 1,053 +318 +43%
Cerity Partners
385
Cerity Partners
New York
$273K 1,071 +429 +67%
AAM
386
Advisors Asset Management
Colorado
$269K 1,037 -492 -32%
9WM
387
9258 Wealth Management
Ohio
$267K 1,029 +4 +0.4%
HLC
388
Hunt Lane Capital
New York
$260K 1,000 +1,000 New
WMSA
389
Weiss Multi-Strategy Advisers
New York
$260K 1,000 +1,000 New
AIM
390
Anchor Investment Management
South Carolina
$260K 1,000 – –
Caisse de Depot et Placement du Quebec (CDPQ)
391
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$258K 996 -4,804 -83%
AIG
392
American International Group
New York
$255K 982 -224 -19%
S
393
SignatureFD
Georgia
$250K 965 +278 +40%
PF
394
Phoenix Financial
Israel
$243K 936 +168 +22%
LWAC
395
Laurel Wealth Advisors (California)
California
$242K 931 -437 -32%
ZCA
396
Zeke Capital Advisors
Pennsylvania
$234K 901 -2 -0.2%
VFA
397
Values First Advisors
Tennessee
$234K 903 +903 New
ASC
398
Atalanta Sosnoff Capital
New York
$231K 890 +890 New
LNC
399
Lincoln National Corp
Pennsylvania
$226K 870 +415 +91%
CAN
400
Cetera Advisor Networks
California
$223K 860 +59 +7%
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16
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