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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
BC
451
Bartlett & Co
Ohio
$47K +$40.3K +100 New
ATC
452
Adirondack Trust Company
New York
$46K
MPWT
453
MassMutual Private Wealth & Trust
Connecticut
$43K -$403 -1 -1%
PMFA
454
Plante Moran Financial Advisors
Michigan
$42K
CHA
455
Carmichael Hill & Associates
Maryland
$40K
JCM
456
Jacobi Capital Management
Pennsylvania
$38K
HI
457
Harbour Investments
Wisconsin
$35K +$2.82K +7 +10%
WAS
458
Winch Advisory Services
Wisconsin
$35K +$10.5K +26 +54%
BDWM
459
Brewin Dolphin Wealth Management
Ireland
$33K
FHA
460
First Horizon Advisors
Tennessee
$32K +$1.21K +3 +4%
ITFISA
461
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$28.3K
Credit Agricole
462
Credit Agricole
France
$28K
Bessemer Group
463
Bessemer Group
New Jersey
$25K +$20.9K +52 New
JWA
464
JFS Wealth Advisors
Pennsylvania
$24K +$20.1K +50 New
SSB
465
Sandy Spring Bank
Maryland
$17K
MA
466
Montag & Associates
Georgia
$17K +$3.63K +9 +33%
AWM
467
Activest Wealth Management
Florida
$17K +$14.5K +36 New
KIG
468
Kowal Investment Group
Wisconsin
$16K +$13.3K +33 New
NFG
469
Next Financial Group
Texas
$15K -$820K -2,037 -98%
AL
470
ADE LLC
Maryland
$13K
EARNEST Partners
471
EARNEST Partners
Georgia
$13K
FFC
472
First Financial Corp
Indiana
$13K
Northwestern Mutual Wealth Management
473
Northwestern Mutual Wealth Management
Wisconsin
$12K -$23K -57 -70%
ADL
474
Asset Dedication LLC
California
$12K +$10.5K +26 New
HWA
475
HHM Wealth Advisors
Tennessee
$11K

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.