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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
PC
476
Pier Capital
Connecticut
$11K
GWS
477
Glassman Wealth Services
Virginia
$10K +$1.21K +3 +17%
AFS
478
Annapolis Financial Services
Maryland
$9K
Bank Julius Baer & Co
479
Bank Julius Baer & Co
Switzerland
$9K +$403 +1 +5%
BFC
480
Bedel Financial Consulting
Indiana
$8K
BIA
481
Bell Investment Advisors
California
$8K +$6.45K +16 New
Koshinski Asset Management
482
Koshinski Asset Management
Illinois
$7.54K +$6.45K +16 New
SA
483
SRH Advisors
Kansas
$7K
TCM
484
Tradewinds Capital Management
Washington
$6K +$1.21K +3 +30%
HIIFS
485
Harel Insurance Investments & Financial Services
Israel
$5K
BMD
486
Better Money Decisions
New Mexico
$3K
LF
487
Lee Financial
Texas
$3K
ZB
488
Zions Bancorporation
Utah
$3K +$806 +2 +40%
PFBT
489
Parkside Financial Bank & Trust
Missouri
$3K +$3.22K +8 New
FF
490
FourThought Financial
Florida
$2K -$2.82K -7 -54%
CA
491
Clearstead Advisors
Ohio
$2K
PVH
492
Psagot Value Holdings
Israel
$2K
SWM
493
Sugarloaf Wealth Management
Georgia
$2K
VCM
494
Versant Capital Management
Arizona
$2K
GKWIM
495
Gerber Kawasaki Wealth & Investment Management
California
$2K +$806 +2 New
GRP
496
Global Retirement Partners
California
$2K +$2.01K +5 New
BBHC
497
Brown Brothers Harriman & Co
New York
$1.28K
Walleye Capital
498
Walleye Capital
New York
$1.27K +$325K +808 +43%
LIA
499
LBMC Investment Advisors
Tennessee
$1.18K +$3.9M +9,689 +388%
PP
500
Paloma Partners
Connecticut
$1K -$1.62M -4,027 -100%

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.