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521 hedge funds and large institutions have $12.2B invested in MongoDB in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 216 increasing their positions, 155 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 155

26% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 74

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

3% more funds holding

Funds holding: 507521 (+14)

0% more call options, than puts

Call options by funds: $1.55B | Put options by funds: $1.54B

1% less capital invested

Capital invested by funds: $12.3B → $12.2B (-$76.4M)

0.78% less ownership

Funds ownership: 90.44%89.66% (-0.78%)

Holders
521
Holders Change
+14
Holders Change %
+2.76%
% of All Funds
8.37%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
93
Increased
216
Reduced
155
Closed
74
Calls
$1.55B
Puts
$1.54B
Net Calls
+$6.41M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
451
Central Trust Company
Missouri
$19.7K
LS
452
Livforsakringsbolaget Skandia
Sweden
$19.7K
SWM
453
Sugarloaf Wealth Management
Georgia
$19.7K +$10.9K +61 +156%
MAM
454
Meeder Asset Management
Ohio
$18.5K -$21.9K -123 -57%
C
455
Covestor
United Kingdom
$18K
CHA
456
Carmichael Hill & Associates
Maryland
$17.7K
EI
457
Ellevest Inc
New York
$17.3K -$62.1K -349 -80%
ATC
458
Adirondack Trust Company
New York
$17.3K
SSB
459
Sandy Spring Bank
Maryland
$16.7K -$1.07K -6 -7%
JWM
460
Janiczek Wealth Management
Colorado
$16.4K +$14.4K +81 +1,620%
Dimensional Fund Advisors
461
Dimensional Fund Advisors
Texas
$16K +$94.3K +530 +0.7%
PVH
462
Psagot Value Holdings
Israel
$16K
FFC
463
First Financial Corp
Indiana
$15.7K
MA
464
Montag & Associates
Georgia
$15.6K -$8.19K -46 -37%
QL
465
Quarry LP
New York
$15.4K +$13.9K +78 New
EC
466
Elequin Capital
New York
$13K -$6.76K -38 -37%
BAM
467
Belpointe Asset Management
Nevada
$12.6K +$11.4K +64 New
KTC
468
Kistler-Tiffany Companies
Pennsylvania
$12.2K +$10.5K +59 +1,967%
SPIA
469
Steward Partners Investment Advisory
New York
$11.8K -$26.3K -148 -71%
Credit Agricole
470
Credit Agricole
France
$11.8K
BONH
471
Bank of New Hampshire
New Hampshire
$11K
AA
472
Ancora Advisors
Ohio
$11K +$7.47K +42 +300%
FFL
473
Financial Freedom LLC
Ohio
$10.4K +$9.43K +53 New
RA
474
Rise Advisors
New York
$10K
DCM
475
Dupont Capital Management
Delaware
$9.84K -$1.78K -10 -17%

MDB Hedge Fund Activity: Q4 2022 in Review

521 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q4 2022, worth a combined $12.2B — down 0.62% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new MDB positions and 74 closed out — a net gain of 19 holders — while 216 added to existing stakes and 155 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $181M. The largest seller was Capital World Investors, cutting an estimated $505M.

  • 521 institutional investors held MongoDB (MDB) as of Q4 2022, up from 507 in Q3 2022.
  • Funds reported $12.2B of MongoDB stock for Q4 2022, down 0.62% quarter-over-quarter.
  • 93 funds opened new MongoDB positions in Q4 2022 and 74 closed out, a net change of +19 holders.
  • The largest MongoDB buyer in Q4 2022 was 1832 Asset Management, an estimated $181M added.
  • The largest MongoDB seller in Q4 2022 was Capital World Investors, an estimated $505M sold.

Based on aggregated 13F filings for Q4 2022.