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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
AIM
401
Anchor Investment Management
South Carolina
$197K
CM
402
Caption Management
Oklahoma
$197K +$178K +1,000 New
TC
403
Truvestments Capital
Florida
$178K -$82.9K -466 -34%
AS
404
AM Squared
Hong Kong
$177K +$160K +900 New
WC
405
Westwind Capital
New Mexico
$153K -$5.48M -30,775 -98%
IA
406
IFP Advisors
Florida
$149K +$16.7K +94 +5%
HFM
407
Harvest Fund Management
China
$146K +$122K +683 +1,067%
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$142K +$16.6K +93 +15%
FP
409
Financial Perspectives
Minnesota
$137K +$356 +2 +0.3%
YC
410
Yarbrough Capital
Tennessee
$123K +$111K +625 New
NFSG
411
Newbridge Financial Services Group
Florida
$122K +$3.38K +19 +3%
AAM
412
Advisors Asset Management
Colorado
$108K -$28.7K -161 -23%
BWP
413
Baldwin Wealth Partners
Massachusetts
$101K -$53.4K -300 -37%
AF
414
Allworth Financial
California
$100K +$10.3K +58 +13%
FFA
415
Farther Finance Advisors
California
$94.1K +$85.1K +478 New
EMFAT
416
Emerald Mutual Fund Advisers Trust
Pennsylvania
$83.1K -$13.2K -74 -15%
Nomura Holdings
417
Nomura Holdings
Japan
$82K -$63.4K -356 -46%
EWA
418
EverSource Wealth Advisors
Alabama
$80.7K +$66K +371 +951%
O
419
Ossiam
France
$80.5K
QC
420
Quent Capital
New York
$79.1K +$56.4K +317 +373%
VNA
421
Valley National Advisers
Pennsylvania
$78K -$21.7K -122 -23%
LWCFA
422
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$74.8K -$5.34K -30 -7%
QCG
423
Quadrant Capital Group
Ohio
$74.2K -$8.19K -46 -11%
PCM
424
Penserra Capital Management
California
$66K +$2.85K +16 +5%
LWANC
425
Laurel Wealth Advisors (North Carolina)
North Carolina
$59.6K

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.