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508 hedge funds and large institutions have $27.9B invested in MongoDB in 2021 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 182 increasing their positions, 147 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 45

73% more funds holding in top 10

Funds holding in top 10: 1119 (+8)

32% more capital invested

Capital invested by funds: $21.1B → $27.9B (+$6.82B)

24% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 147

10% more funds holding

Funds holding: 462508 (+46)

4.29% less ownership

Funds ownership: 93.8%89.51% (-4.3%)

47% less call options, than puts

Call options by funds: $1.14B | Put options by funds: $2.16B

Holders
508
Holders Change
+46
Holders Change %
+9.96%
% of All Funds
8.89%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.33%
New
93
Increased
182
Reduced
147
Closed
45
Calls
$1.14B
Puts
$2.16B
Net Calls
-$1.02B
Net Calls Change
-$422M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
426
TCI Wealth Advisors
Arizona
$132K -$15.3K -38 -12%
IA
427
IFP Advisors
Florida
$127K +$1.61K +4 +1%
PAI
428
Pittenger & Anderson Inc
Nebraska
$117K +$83.4K +207 +505%
CFGS
429
Concourse Financial Group Securities
Alabama
$109K -$6.45K -16 -6%
FPS
430
Fieldpoint Private Securities
Connecticut
$108K
Baillie Gifford & Co
431
Baillie Gifford & Co
United Kingdom
$100K -$10.5K -26 -11%
Twin Tree Management
432
Twin Tree Management
Texas
$96K +$82.2K +204 New
AWM
433
Atticus Wealth Management
Florida
$92K +$78.5K +195 New
IUHSA
434
Itau Unibanco Holding S.A.
Brazil
$88K +$25.4K +63 +51%
QCG
435
Quadrant Capital Group
Ohio
$86K +$21.8K +54 +42%
LC
436
Lindbrook Capital
California
$85K +$26.2K +65 +57%
Robeco Institutional Asset Management
437
Robeco Institutional Asset Management
Netherlands
$74K
BCA
438
Berman Capital Advisors
Georgia
$70K +$5.24K +13 +9%
SPIA
439
Steward Partners Investment Advisory
New York
$66K
FA
440
Financial Avengers
California
$64K
LWP
441
Lumature Wealth Partners
Georgia
$63K +$54K +134 New
TFGT
442
TS Financial Group (TSFG)
Illinois
$62K +$3.63K +9 +7%
SCA
443
Stonebridge Capital Advisors
Minnesota
$61K -$36.3K -90 -41%
PCM
444
Pinz Capital Management
New York
$55K +$48.7K +121 New
DFCM
445
Dark Forest Capital Management
Puerto Rico
$48K -$357K -887 -90%
BWM
446
BerganKDV Wealth Management
Minnesota
$48K +$403 +1 +1%
RE
447
RBC Europe
United Kingdom
$47.2K
BCWM
448
Bartlett & Co Wealth Management
Ohio
$47.2K +$40.3K +100 New
SOW
449
State of Wyoming
Wyoming
$47K -$48.3K -120 -55%
CTC
450
Central Trust Company
Missouri
$47K

MDB Hedge Fund Activity: Q3 2021 in Review

508 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q3 2021, worth a combined $27.9B — up 32% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new MDB positions and 45 closed out — a net gain of 48 holders — while 182 added to existing stakes and 147 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $369M. The largest seller was Capital World Investors, cutting an estimated $343M.

  • 508 institutional investors held MongoDB (MDB) as of Q3 2021, up from 462 in Q2 2021.
  • Funds reported $27.9B of MongoDB stock for Q3 2021, up 32% quarter-over-quarter.
  • 93 funds opened new MongoDB positions in Q3 2021 and 45 closed out, a net change of +48 holders.
  • The largest MongoDB buyer in Q3 2021 was T. Rowe Price Associates, an estimated $369M added.
  • The largest MongoDB seller in Q3 2021 was Capital World Investors, an estimated $343M sold.

Based on aggregated 13F filings for Q3 2021.