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507 hedge funds and large institutions have $12.3B invested in MongoDB in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 170 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 170

1% more call options, than puts

Call options by funds: $897M | Put options by funds: $891M

0.11% less ownership

Funds ownership: 90.55%90.44% (-0.11%)

6% less funds holding

Funds holding: 537507 (-30)

23% less capital invested

Capital invested by funds: $15.9B → $12.3B (-$3.65B)

23% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 90

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
507
Holders Change
-30
Holders Change %
-5.59%
% of All Funds
8.73%
Holding in Top 10
12
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-45.45%
% of All Funds
0.21%
New
69
Increased
200
Reduced
170
Closed
90
Calls
$897M
Puts
$891M
Net Calls
+$5.89M
Net Calls Change
-$551M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
401
Capital Impact Advisors
Massachusetts
$125K -$54.9K -188 -23%
Fifth Third Bancorp
402
Fifth Third Bancorp
Ohio
$125K +$1.46K +5 +0.8%
NFSG
403
Newbridge Financial Services Group
Florida
$119K +$14.6K +50 +9%
Nisa Investment Advisors
404
Nisa Investment Advisors
Missouri
$102K -$762K -2,610 -82%
VNA
405
Valley National Advisers
Pennsylvania
$102K +$1.75K +6 +1%
EMFAT
406
Emerald Mutual Fund Advisers Trust
Pennsylvania
$98K +$2.04K +7 +1%
AF
407
Allworth Financial
California
$89K -$19.8K -68 -13%
EI
408
Ellevest Inc
New York
$87K -$85.5K -293 -40%
QCG
409
Quadrant Capital Group
Ohio
$84K +$1.17K +4 +1%
LWCFA
410
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$81K
O
411
Ossiam
France
$81K +$119K +409 New
PCM
412
Penserra Capital Management
California
$64K +$2.33K +8 +3%
LWANC
413
Laurel Wealth Advisors (North Carolina)
North Carolina
$60K
TWA
414
TCI Wealth Advisors
Arizona
$57K +$12.8K +44 +18%
HIIFS
415
Harel Insurance Investments & Financial Services
Israel
$50K -$4.09K -14 -5%
PAI
416
Pittenger & Anderson Inc
Nebraska
$50K
HNB
417
Huntington National Bank
Ohio
$50K +$68.6K +235 +1,469%
MAM
418
Meeder Asset Management
Ohio
$43K +$44.4K +152 +234%
EWM
419
Empirical Wealth Management
Washington
$43K +$62.7K +215 New
SPIA
420
Steward Partners Investment Advisory
New York
$41K +$5.84K +20 +11%
AA
421
Alta Advisers
United Kingdom
$40K +$58.4K +200 New
GWM
422
Geneos Wealth Management
Colorado
$39K -$110K -376 -66%
SIM
423
Sentry Investment Management
Wisconsin
$33K +$49K +168 New
FHA
424
First Horizon Advisors
Tennessee
$32K -$4.09K -14 -8%
SCA
425
Stonebridge Capital Advisors
Minnesota
$30K

MDB Hedge Fund Activity: Q3 2022 in Review

507 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q3 2022, worth a combined $12.3B — down 23% from $15.9B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of MDB and 69 opened new positions — a net loss of 21 holders — while 170 trimmed existing stakes and 200 added.

The largest buyer was VOYA Investment Management, adding an estimated $348M. The largest seller was T. Rowe Price Associates, cutting an estimated $414M.

  • 507 institutional investors held MongoDB (MDB) as of Q3 2022, down from 537 in Q2 2022.
  • Funds reported $12.3B of MongoDB stock for Q3 2022, down 23% quarter-over-quarter.
  • 69 funds opened new MongoDB positions in Q3 2022 and 90 closed out, a net change of -21 holders.
  • The largest MongoDB buyer in Q3 2022 was VOYA Investment Management, an estimated $348M added.
  • The largest MongoDB seller in Q3 2022 was T. Rowe Price Associates, an estimated $414M sold.

Based on aggregated 13F filings for Q3 2022.