We are live on ! Find out more

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
KAS
451
Kestra Advisory Services
Texas
$210K -$58.4K -114 -22%
IF
452
IRON Financial
Illinois
$210K +$203K +396 New
FWM
453
Frontier Wealth Management
Missouri
$207K +$200K +391 New
AL
454
Aspiriant LLC
California
$206K -$69.6K -136 -26%
MWM
455
Minot Wealth Management
Massachusetts
$203K +$196K +383 New
BPA
456
Beacon Pointe Advisors
California
$202K +$195K +381 New
Mercer Global Advisors
457
Mercer Global Advisors
Colorado
$200K +$194K +378 New
AG
458
AIA Group
Hong Kong
$193K +$186K +364 New
National Bank of Canada
459
National Bank of Canada
Quebec, Canada
$184K +$201K +393 New
LWANC
460
Laurel Wealth Advisors (North Carolina)
North Carolina
$174K
GA
461
GraniteShares Advisors
New York
$165K +$160K +312 New
TWM
462
Tradition Wealth Management
Minnesota
$160K
AIP
463
Ahrens Investment Partners
Louisiana
$159K -$102K -200 -40%
EI
464
Ellevest Inc
New York
$150K +$145K +283 New
IA
465
IFP Advisors
Florida
$145K -$3.07K -6 -2%
LSA
466
Leonteq Securities AG
Switzerland
$142K -$246K -481 -64%
TWA
467
TCI Wealth Advisors
Arizona
$135K -$12.3K -24 -9%
EMFAT
468
Emerald Mutual Fund Advisers Trust
Pennsylvania
$135K +$131K +255 New
PAI
469
Pittenger & Anderson Inc
Nebraska
$131K -$512 -1 -0.4%
PCH
470
Polar Capital Holdings
United Kingdom
$127K +$123M +240,466 New
QCG
471
Quadrant Capital Group
Ohio
$125K +$27.6K +54 +30%
CFGS
472
Concourse Financial Group Securities
Alabama
$122K
Nisa Investment Advisors
473
Nisa Investment Advisors
Missouri
$122K
FPS
474
Fieldpoint Private Securities
Connecticut
$121K
FAM
475
Fulcrum Asset Management
United Kingdom
$116K

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.