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MongoDB
MDB

Overview Fund Activity

517 hedge funds and large institutions have $12.2B invested in MongoDB in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 214 increasing their positions, 154 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+13
Holders Change %
+2.58%
% of All Funds
8.34%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
92
Increased
214
Reduced
154
Closed
74
Calls
$1.55B
Puts
$1.54B
Net Calls
+$6.41M
Net Calls Change
+$512K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$200M
2
Renaissance Technologies
Renaissance Technologies
New York
$181M
3
Holocene Advisors
Holocene Advisors
New York
$125M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$143M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$445M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$584M
2
Morgan Stanley
Morgan Stanley
New York
$140M
3
Capital Research Global Investors
Capital Research Global Investors
California
$220M
4
Marshall Wace
Marshall Wace
United Kingdom
$1.28M
5
Invesco
Invesco
Georgia
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
451
Covestor
United Kingdom
$18K – – –
CHA
452
Carmichael Hill & Associates
Maryland
$17.7K – – –
EI
453
Ellevest Inc
New York
$17.3K -$68.7K -349 -80%
ATC
454
Adirondack Trust Company
New York
$17.3K – – –
SSB
455
Sandy Spring Bank
Maryland
$16.7K -$1.18K -6 -7%
JWM
456
Janiczek Wealth Management
Colorado
$16.4K +$15.4K +81 +1,620%
Dimensional Fund Advisors
457
Dimensional Fund Advisors
Texas
$16K +$104 +530 +0.7%
PVH
458
Psagot Value Holdings
Israel
$16K – – –
FFC
459
First Financial Corp
Indiana
$15.7K – – –
MA
460
Montag & Associates
Georgia
$15.6K -$9.05K -46 -37%
QL
461
Quarry LP
New York
$15.4K +$15.4K +78 New
EC
462
Elequin Capital
New York
$13K -$7.48K -38 -37%
BAM
463
Belpointe Asset Management
Nevada
$12.6K +$12.6K +64 New
KTC
464
Kistler-Tiffany Companies
Pennsylvania
$12.2K +$11.6K +59 +1,967%
SPIA
465
Steward Partners Investment Advisory
New York
$11.8K -$29.1K -148 -71%
Credit Agricole
466
Credit Agricole
France
$11.8K – – –
BONH
467
Bank of New Hampshire
New Hampshire
$11K – – –
AA
468
Ancora Advisors
Ohio
$11K +$8.25K +42 +300%
FFL
469
Financial Freedom LLC
Ohio
$10.4K +$10.4K +53 New
RA
470
Rise Advisors
New York
$10K – – –
DCM
471
Dupont Capital Management
Delaware
$9.84K -$1.97K -10 -17%
Pacer Advisors
472
Pacer Advisors
Pennsylvania
$9.25K +$197 +1 +2%
IGWM
473
ICA Group Wealth Management
Colorado
$7.87K +$7.87K +40 New
AWM
474
Accurate Wealth Management
Florida
$7.47K +$7.47K +41 New
CAL
475
Capital Advisors Ltd
Ohio
$7K +$6.04K +63 +630%
17 18
19
20 21