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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
PCH
426
Polar Capital Holdings
United Kingdom
$28.4K -$51.9M -177,691 -55%
LWP
427
Lumature Wealth Partners
Georgia
$27K
UB
428
UMB Bank
Missouri
$26K -$8.76K -30 -19%
CT
429
Cambridge Trust
Massachusetts
$26K
MA
430
Montag & Associates
Georgia
$25K
AWM
431
Abound Wealth Management
Tennessee
$24.6K +$36.2K +124 New
FA
432
Financial Avengers
California
$24K -$4.38K -15 -11%
CFGS
433
Concourse Financial Group Securities
Alabama
$22K -$19.6K -67 -38%
Northwestern Mutual Wealth Management
434
Northwestern Mutual Wealth Management
Wisconsin
$22K +$21.9K +75 +214%
EC
435
Elequin Capital
New York
$21K -$44.4K -152 -59%
LS
436
Livforsakringsbolaget Skandia
Sweden
$20K -$87.5K -300 -75%
AF
437
Advisornet Financial
Minnesota
$20K -$19.3K -66 -40%
BC
438
Bartlett & Co
Ohio
$20K -$7.88K -27 -21%
CTC
439
Central Trust Company
Missouri
$20K
JWBC
440
John W. Brooker & Co
California
$20K
BCWM
441
Bartlett & Co Wealth Management
Ohio
$19.9K -$7.88K -27 -21%
HFS
442
HBC Financial Services
Washington
$18K -$111K -380 -56%
CHA
443
Carmichael Hill & Associates
Maryland
$18K
C
444
Covestor
United Kingdom
$18K
SSB
445
Sandy Spring Bank
Maryland
$18K +$14.6K +50 +122%
ATC
446
Adirondack Trust Company
New York
$17K
QC
447
Quent Capital
New York
$17K +$10.5K +36 +73%
RTC
448
Riverview Trust Company
Washington
$17K +$24.5K +84 New
Bank of Montreal
449
Bank of Montreal
Ontario, Canada
$16.4K +$17.9M +61,324 +346%
PVH
450
Psagot Value Holdings
Israel
$16K -$1.17K -4 -5%

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.