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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
GCM
426
Graham Capital Management
Connecticut
$248K +$240K +469 New
FFA
427
First Foundation Advisors
California
$243K
TAM
428
Tealwood Asset Management
Minnesota
$240K
NFSG
429
Newbridge Financial Services Group
Florida
$239K -$20K -39 -8%
AF
430
Allworth Financial
California
$239K +$10.2K +20 +5%
CCM
431
Coldstream Capital Management
Washington
$239K +$231K +451 New
EN1L
432
Engine No 1 LLC
California
$239K +$231K +452 New
CI
433
Cigna Investments
Connecticut
$238K
GWM
434
Geneos Wealth Management
Colorado
$237K -$973K -1,900 -81%
PCM
435
Penserra Capital Management
California
$233K -$5.12K -10 -2%
IAA
436
Independent Advisor Alliance
North Carolina
$232K +$224K +438 New
PLFAM
437
Pineno Levin & Ford Asset Management
Virginia
$230K
TCWM
438
Total Clarity Wealth Management
Illinois
$230K +$10.2K +20 +5%
MC
439
Moors & Cabot
Massachusetts
$227K -$24.1K -47 -10%
CWP
440
Capital Wealth Planning
Florida
$226K +$218K +426 New
LWCFA
441
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$222K
MSFS
442
Main Street Financial Solutions
Pennsylvania
$221K +$214K +417 New
IAN
443
Integrated Advisors Network
Texas
$220K +$212K +415 New
LWM
444
Laidlaw Wealth Management
New York
$219K +$212K +414 New
CAPTRUST Financial Advisors
445
CAPTRUST Financial Advisors
North Carolina
$218K +$25.1K +49 +14%
KNW
446
Kesler Norman & Wride
Utah
$214K +$207K +404 New
ONGA
447
O'Neil Global Advisors
California
$213K +$206K +402 New
ASGS
448
Alpha Square Group S
New York
$212K +$205K +400 New
MIM
449
Montgomery Investment Management
Maryland
$212K +$205K +400 New
FB
450
Fulton Bank
Pennsylvania
$211K +$203K +397 New

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.