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570 hedge funds and large institutions have $26.7B invested in MongoDB in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 228 increasing their positions, 175 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

30% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 175

23% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 77

15% more call options, than puts

Call options by funds: $2.07B | Put options by funds: $1.8B

2% more funds holding

Funds holding: 559570 (+11)

0.12% less ownership

Funds ownership: 89.71%89.59% (-0.12%)

15% less capital invested

Capital invested by funds: $31.6B → $26.7B (-$4.84B)

Holders
570
Holders Change
+11
Holders Change %
+1.97%
% of All Funds
8.99%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.36%
New
95
Increased
228
Reduced
175
Closed
77
Calls
$2.07B
Puts
$1.8B
Net Calls
+$273M
Net Calls Change
+$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
DT
451
Diversified Trust
Tennessee
$225K -$10.2K -26 -5%
RFP
452
Roth Financial Partners
Texas
$222K
VAS
453
Vestmark Advisory Solutions
Massachusetts
$221K +$195K +498 New
PA
454
Profund Advisors
Maryland
$217K -$61.4K -157 -24%
EMFAT
455
Emerald Mutual Fund Advisers Trust
Pennsylvania
$212K +$86.8K +222 +87%
CIA
456
Capital Impact Advisors
Massachusetts
$211K +$186K +476 New
Capstone Investment Advisors
457
Capstone Investment Advisors
New York
$211K +$186K +476 New
Assenagon Asset Management
458
Assenagon Asset Management
Luxembourg
$206K -$3.13K -8 -2%
NFSG
459
Newbridge Financial Services Group
Florida
$206K +$5.08K +13 +3%
TCWM
460
Total Clarity Wealth Management
Illinois
$206K +$11.7K +30 +7%
IAN
461
Integrated Advisors Network
Texas
$206K +$19.6K +50 +12%
CCM
462
Coldstream Capital Management
Washington
$203K +$2.35K +6 +1%
LNC
463
Lincoln National Corp
Pennsylvania
$202K -$266K -680 -60%
TAM
464
Tealwood Asset Management
Minnesota
$201K
SC
465
Shay Capital
New York
$200K +$176K +450 New
AF
466
Allworth Financial
California
$189K -$10.2K -26 -6%
LWCFA
467
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$182K -$3.52K -9 -2%
SFO
468
Standard Family Office
South Dakota
$181K +$154K +394 +2,814%
FPS
469
Fieldpoint Private Securities
Connecticut
$174K +$64.5K +165 +72%
PHK
470
Point72 Hong Kong
Hong Kong
$165K -$2.23M -5,709 -94%
LSA
471
Leonteq Securities AG
Switzerland
$162K +$37.9K +97 +36%
MAM
472
Meeder Asset Management
Ohio
$146K +$119K +305 +1,326%
LWANC
473
Laurel Wealth Advisors (North Carolina)
North Carolina
$145K
TWM
474
Tradition Wealth Management
Minnesota
$134K
QCG
475
Quadrant Capital Group
Ohio
$134K +$26.2K +67 +28%

MDB Hedge Fund Activity: Q1 2022 in Review

570 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q1 2022, worth a combined $26.7B — down 15% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new MDB positions and 77 closed out — a net gain of 18 holders — while 228 added to existing stakes and 175 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $419M. The largest seller was Fidelity Investments, cutting an estimated $356M.

  • 570 institutional investors held MongoDB (MDB) as of Q1 2022, up from 559 in Q4 2021.
  • Funds reported $26.7B of MongoDB stock for Q1 2022, down 15% quarter-over-quarter.
  • 95 funds opened new MongoDB positions in Q1 2022 and 77 closed out, a net change of +18 holders.
  • The largest MongoDB buyer in Q1 2022 was T. Rowe Price Associates, an estimated $419M added.
  • The largest MongoDB seller in Q1 2022 was Fidelity Investments, an estimated $356M sold.

Based on aggregated 13F filings for Q1 2022.