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537 hedge funds and large institutions have $15.9B invested in MongoDB in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 231 increasing their positions, 159 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $1.68B | Put options by funds: $1.12B

45% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 159

0.96% more ownership

Funds ownership: 89.59%90.55% (+0.96%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

6% less funds holding

Funds holding: 570537 (-33)

26% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 98

40% less capital invested

Capital invested by funds: $26.7B → $15.9B (-$10.8B)

Holders
537
Holders Change
-33
Holders Change %
-5.79%
% of All Funds
9.05%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.37%
New
73
Increased
231
Reduced
159
Closed
98
Calls
$1.68B
Puts
$1.12B
Net Calls
+$557M
Net Calls Change
+$285M
Name Holding Trade Value Shares
Change
Change in
Stake
EMFAT
426
Emerald Mutual Fund Advisers Trust
Pennsylvania
$127K +$3.75K +12 +3%
Acadian Asset Management
427
Acadian Asset Management
Massachusetts
$122K -$19.1K -61 -12%
IA
428
IFP Advisors
Florida
$118K
TCWM
429
Total Clarity Wealth Management
Illinois
$113K -$9.38K -30 -6%
QCG
430
Quadrant Capital Group
Ohio
$109K +$36K +115 +38%
LWCFA
431
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$106K
LS
432
Livforsakringsbolaget Skandia
Sweden
$104K -$93.8K -300 -43%
FPS
433
Fieldpoint Private Securities
Connecticut
$102K
SWM
434
Spire Wealth Management
Virginia
$101K -$124K -398 -51%
PCH
435
Polar Capital Holdings
United Kingdom
$83.2K +$45.2M +144,640 +82%
PCM
436
Penserra Capital Management
California
$81K -$72.2K -231 -42%
LWANC
437
Laurel Wealth Advisors (North Carolina)
North Carolina
$79K -$7.82K -25 -8%
TWM
438
Tradition Wealth Management
Minnesota
$79K
SC
439
Shay Capital
New York
$78K -$46.9K -150 -33%
AIP
440
Ahrens Investment Partners
Louisiana
$78K
HIIFS
441
Harel Insurance Investments & Financial Services
Israel
$71K -$131K -418 -61%
EC
442
Elequin Capital
New York
$66K -$1.25K -4 -2%
PAI
443
Pittenger & Anderson Inc
Nebraska
$66K +$1.25K +4 +2%
TWA
444
TCI Wealth Advisors
Arizona
$64K -$5K -16 -6%
HFS
445
HBC Financial Services
Washington
$52K
SPIA
446
Steward Partners Investment Advisory
New York
$49K -$7.19K -23 -11%
TWC
447
TD Waterhouse Canada
Ontario, Canada
$46.5K +$12.5K +40 +30%
CFGS
448
Concourse Financial Group Securities
Alabama
$46K +$6.25K +20 +13%
LC
449
Lindbrook Capital
California
$45K +$15.9K +51 +41%
FHA
450
First Horizon Advisors
Tennessee
$44K +$46.3K +148 +510%

MDB Hedge Fund Activity: Q2 2022 in Review

537 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2022, worth a combined $15.9B — down 40% from $26.7B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of MDB and 73 opened new positions — a net loss of 25 holders — while 159 trimmed existing stakes and 231 added.

The largest buyer was Wellington Management Group, adding an estimated $271M. The largest seller was Fidelity Investments, cutting an estimated $242M.

  • 537 institutional investors held MongoDB (MDB) as of Q2 2022, down from 570 in Q1 2022.
  • Funds reported $15.9B of MongoDB stock for Q2 2022, down 40% quarter-over-quarter.
  • 73 funds opened new MongoDB positions in Q2 2022 and 98 closed out, a net change of -25 holders.
  • The largest MongoDB buyer in Q2 2022 was Wellington Management Group, an estimated $271M added.
  • The largest MongoDB seller in Q2 2022 was Fidelity Investments, an estimated $242M sold.

Based on aggregated 13F filings for Q2 2022.