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MongoDB
MDB

Overview Fund Activity

556 hedge funds and large institutions have $31.5B invested in MongoDB in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 208 increasing their positions, 156 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+51
Holders Change %
+10.1%
% of All Funds
8.59%
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
208
Reduced
156
Closed
56
Calls
$1.3B
Puts
$2.42B
Net Calls
-$1.13B
Net Calls Change
-$106M

Top Buyers

1
Invesco
Invesco
Georgia
+$357M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$309M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$253M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$168M
5
Franklin Resources
Franklin Resources
California
+$158M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$748M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$314M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$196M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$194M
5
Capital World Investors
Capital World Investors
California
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
401
Corient Capital Partners
California
$324K +$57.6K +109 +22%
Fifth Third Bancorp
402
Fifth Third Bancorp
Ohio
$322K +$2.65K +5 +0.8%
TSS
403
Two Sigma Securities
New York
$318K -$223K -421 -41%
AssetMark Inc
404
AssetMark Inc
California
$317K +$317K +599 New
IF
405
Insight Folios
North Carolina
$306K +$306K +578 New
EH
406
Equitable Holdings
New York
$305K +$1.06K +2 +0.3%
TNA
407
True North Advisors
Texas
$304K +$304K +575 New
UCFA
408
United Capital Financial Advisors
Texas
$292K +$5.3K +10 +2%
AWM
409
Aevitas Wealth Management
Massachusetts
$291K – – –
BFM
410
Boothbay Fund Management
New York
$284K +$1.06K +2 +0.4%
DT
411
Diversified Trust
Tennessee
$283K +$283K +534 New
VNA
412
Valley National Advisers
Pennsylvania
$279K – – –
S
413
SignatureFD
Georgia
$278K +$77.8K +147 +39%
TWC
414
TD Waterhouse Canada
Ontario, Canada
$277K +$277K +595 New
CAM
415
Cresset Asset Management
Illinois
$272K +$272K +516 New
NCM
416
Northside Capital Management
Oregon
$270K -$47.6K -90 -15%
MPM
417
MBB Public Markets
Illinois
$267K +$267K +505 New
AAS
418
Avantax Advisory Services
Texas
$266K +$266K +503 New
RFP
419
Roth Financial Partners
Texas
$265K – – –
AT
420
American Trust
Kentucky
$259K +$259K +490 New
PCIA
421
Prime Capital Investment Advisors
Kansas
$259K +$259K +490 New
V
422
Veritable
Delaware
$250K -$55.5K -105 -18%
Assenagon Asset Management
423
Assenagon Asset Management
Luxembourg
$250K +$10.6K +20 +4%
GCM
424
Graham Capital Management
Connecticut
$248K +$248K +469 New
FFA
425
First Foundation Advisors
California
$243K – – –
15 16
17
18 19