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559 hedge funds and large institutions have $31.6B invested in MongoDB in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 210 increasing their positions, 157 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 56

34% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 157

13% more capital invested

Capital invested by funds: $27.9B → $31.6B (+$3.65B)

10% more funds holding

Funds holding: 508559 (+51)

0.2% more ownership

Funds ownership: 89.51%89.71% (+0.2%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

46% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $2.42B

Holders
559
Holders Change
+51
Holders Change %
+10.04%
% of All Funds
8.6%
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
210
Reduced
157
Closed
56
Calls
$1.3B
Puts
$2.42B
Net Calls
-$1.13B
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
401
Profund Advisors
Maryland
$342K +$16.4K +32 +5%
AGA
402
Accuvest Global Advisors
Utah
$325K
CCP
403
Corient Capital Partners
California
$324K +$55.8K +109 +22%
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$322K +$2.56K +5 +0.8%
TSS
405
Two Sigma Securities
New York
$318K -$216K -421 -41%
AssetMark Inc
406
AssetMark Inc
California
$317K +$307K +599 New
IF
407
Insight Folios
North Carolina
$306K +$296K +578 New
EH
408
Equitable Holdings
New York
$305K +$1.02K +2 +0.3%
TNA
409
True North Advisors
Texas
$304K +$294K +575 New
UCFA
410
United Capital Financial Advisors
Texas
$292K +$5.12K +10 +2%
AWM
411
Aevitas Wealth Management
Massachusetts
$291K
BFM
412
Boothbay Fund Management
New York
$284K +$1.02K +2 +0.4%
DT
413
Diversified Trust
Tennessee
$283K +$273K +534 New
VNA
414
Valley National Advisers
Pennsylvania
$279K
S
415
SignatureFD
Georgia
$278K +$75.3K +147 +39%
TWC
416
TD Waterhouse Canada
Ontario, Canada
$277K +$305K +595 New
CAM
417
Cresset Asset Management
Illinois
$272K +$264K +516 New
NCM
418
Northside Capital Management
Oregon
$270K -$46.1K -90 -15%
MPM
419
MBB Public Markets
Illinois
$267K +$259K +505 New
AAS
420
Avantax Advisory Services
Texas
$266K +$258K +503 New
RFP
421
Roth Financial Partners
Texas
$265K
AT
422
American Trust
Kentucky
$259K +$251K +490 New
PCIA
423
Prime Capital Investment Advisors
Kansas
$259K +$251K +490 New
V
424
Veritable
Delaware
$250K -$53.8K -105 -18%
Assenagon Asset Management
425
Assenagon Asset Management
Luxembourg
$250K +$10.2K +20 +4%

MDB Hedge Fund Activity: Q4 2021 in Review

559 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q4 2021, worth a combined $31.6B — up 13% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new MDB positions and 56 closed out — a net gain of 59 holders — while 210 added to existing stakes and 157 trimmed.

The largest buyer was Invesco, adding an estimated $345M. The largest seller was Wells Fargo, cutting an estimated $724M.

  • 559 institutional investors held MongoDB (MDB) as of Q4 2021, up from 508 in Q3 2021.
  • Funds reported $31.6B of MongoDB stock for Q4 2021, up 13% quarter-over-quarter.
  • 115 funds opened new MongoDB positions in Q4 2021 and 56 closed out, a net change of +59 holders.
  • The largest MongoDB buyer in Q4 2021 was Invesco, an estimated $345M added.
  • The largest MongoDB seller in Q4 2021 was Wells Fargo, an estimated $724M sold.

Based on aggregated 13F filings for Q4 2021.