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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
SPIA
476
Steward Partners Investment Advisory
New York
$111K +$35.8K +70 +50%
CI
477
Carroll Investors
South Carolina
$111K +$109K +213 New
Baillie Gifford & Co
478
Baillie Gifford & Co
United Kingdom
$106K -$6.14K -12 -6%
LC
479
Lindbrook Capital
California
$94K -$1.02K -2 -1%
Robeco Institutional Asset Management
480
Robeco Institutional Asset Management
Netherlands
$86K +$3.07K +6 +4%
SCA
481
Stonebridge Capital Advisors
Minnesota
$77K +$7.68K +15 +12%
FA
482
Financial Avengers
California
$71K
LWP
483
Lumature Wealth Partners
Georgia
$71K
CT
484
Cambridge Trust
Massachusetts
$69K +$66.6K +130 New
MA
485
Montag & Associates
Georgia
$57K +$36.9K +72 +200%
CTC
486
Central Trust Company
Missouri
$53K
RE
487
RBC Europe
United Kingdom
$53K
MPWT
488
MassMutual Private Wealth & Trust
Connecticut
$49K +$1.02K +2 +2%
SOW
489
State of Wyoming
Wyoming
$48K -$5.12K -10 -10%
PMFA
490
Plante Moran Financial Advisors
Michigan
$48K
FHA
491
First Horizon Advisors
Tennessee
$48K +$10.8K +21 +29%
ATC
492
Adirondack Trust Company
New York
$47K
CHA
493
Carmichael Hill & Associates
Maryland
$44K
C
494
Covestor
United Kingdom
$43K +$41.5K +81 New
PP
495
Paloma Partners
Connecticut
$41K +$38.9K +76 +3,800%
WAS
496
Winch Advisory Services
Wisconsin
$39K
HFS
497
HBC Financial Services
Washington
$39K +$199K +388 +3,233%
BDWM
498
Brewin Dolphin Wealth Management
Ireland
$37K
Credit Agricole
499
Credit Agricole
France
$32K
ITFISA
500
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$31.9K

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.