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521 hedge funds and large institutions have $12.2B invested in MongoDB in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 216 increasing their positions, 155 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 155

26% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 74

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

3% more funds holding

Funds holding: 507521 (+14)

0% more call options, than puts

Call options by funds: $1.55B | Put options by funds: $1.54B

1% less capital invested

Capital invested by funds: $12.3B → $12.2B (-$76.4M)

0.78% less ownership

Funds ownership: 90.44%89.66% (-0.78%)

Holders
521
Holders Change
+14
Holders Change %
+2.76%
% of All Funds
8.37%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
93
Increased
216
Reduced
155
Closed
74
Calls
$1.55B
Puts
$1.54B
Net Calls
+$6.41M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
376
Money Concepts Capital
Florida
$273K +$246K +1,382 +46,067%
PTC
377
Petrus Trust Company
Texas
$272K +$246K +1,384 New
NYLIM
378
New York Life Investment Management
New York
$267K +$12.6K +71 +6%
PAS
379
Park Avenue Securities
New York
$266K +$13.7K +77 +6%
APP
380
Alpha Paradigm Partners
Illinois
$264K -$339K -1,907 -59%
MNBTD
381
Moody National Bank Trust Division
Texas
$258K -$1.42K -8 -0.6%
BMSSC
382
B. Metzler seel. Sohn & Co
Germany
$258K -$2.26M -12,700 -91%
BCV
383
Banque Cantonale Vaudoise
Switzerland
$256K -$1.25K -7 -0.5%
American Century Companies
384
American Century Companies
Missouri
$255K +$5.16K +29 +2%
CGL
385
Clarius Group LLC
Washington
$249K +$225K +1,265 New
BRWA
386
B. Riley Wealth Advisors
Florida
$247K +$3.56K +20 +2%
MFAM
387
Motley Fool Asset Management
Virginia
$243K -$18.7K -105 -8%
DT
388
Diversified Trust
Tennessee
$243K +$220K +1,234 New
SC
389
Sepio Capital
Utah
$233K -$4.98K -28 -2%
PA
390
Parallel Advisors
California
$232K +$44.5K +250 +27%
FDCDDQ
391
Federation des caisses Desjardins du Quebec
Quebec, Canada
$230K -$2.49K -14 -1%
NICM
392
Neo Ivy Capital Management
New York
$226K +$204K +1,146 New
LNWWM
393
Laird Norton Wetherby Wealth Management
California
$224K -$1.96K -11 -1%
PFS
394
Prospera Financial Services
Texas
$218K -$112K -628 -36%
BBVA
395
Banco Bilbao Vizcaya Argentaria
Spain
$214K +$16.7K +94 +9%
BFG
396
Bleakley Financial Group
New Jersey
$214K +$193K +1,086 New
MOACM
397
Mutual of America Capital Management
New York
$211K +$58K +326 +44%
CA
398
Crewe Advisors
Utah
$204K +$174K +978 +1,716%
KAS
399
Kestra Advisory Services
Texas
$201K +$182K +1,021 New
AIG
400
American International Group
New York
$200K -$1.07K -6 -0.6%

MDB Hedge Fund Activity: Q4 2022 in Review

521 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q4 2022, worth a combined $12.2B — down 0.62% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new MDB positions and 74 closed out — a net gain of 19 holders — while 216 added to existing stakes and 155 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $181M. The largest seller was Capital World Investors, cutting an estimated $505M.

  • 521 institutional investors held MongoDB (MDB) as of Q4 2022, up from 507 in Q3 2022.
  • Funds reported $12.2B of MongoDB stock for Q4 2022, down 0.62% quarter-over-quarter.
  • 93 funds opened new MongoDB positions in Q4 2022 and 74 closed out, a net change of +19 holders.
  • The largest MongoDB buyer in Q4 2022 was 1832 Asset Management, an estimated $181M added.
  • The largest MongoDB seller in Q4 2022 was Capital World Investors, an estimated $505M sold.

Based on aggregated 13F filings for Q4 2022.