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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
AIP
476
Ahrens Investment Partners
Louisiana
$133K
Nisa Investment Advisors
477
Nisa Investment Advisors
Missouri
$120K -$11.7K -30 -10%
Nomura Holdings
478
Nomura Holdings
Japan
$118K -$18M -45,964 -99%
IA
479
IFP Advisors
Florida
$118K +$429K +1,096 +407%
TWA
480
TCI Wealth Advisors
Arizona
$116K +$2.35K +6 +2%
EC
481
Elequin Capital
New York
$115K +$102K +260 New
PAI
482
Pittenger & Anderson Inc
Nebraska
$110K +$782 +2 +0.8%
Baillie Gifford & Co
483
Baillie Gifford & Co
United Kingdom
$96K +$5.87K +15 +7%
SPIA
484
Steward Partners Investment Advisory
New York
$94K +$391 +1 +0.5%
NWM
485
Nauset Wealth Management
Connecticut
$89K +$78.2K +200 New
PCH
486
Polar Capital Holdings
United Kingdom
$78K -$25.2M -64,530 -27%
CFGS
487
Concourse Financial Group Securities
Alabama
$70K -$28.9K -74 -32%
SCA
488
Stonebridge Capital Advisors
Minnesota
$67K +$1.96K +5 +3%
TWC
489
TD Waterhouse Canada
Ontario, Canada
$60.4K -$181K -462 -78%
FA
490
Financial Avengers
California
$60K
LWP
491
Lumature Wealth Partners
Georgia
$59K
CT
492
Cambridge Trust
Massachusetts
$58K
HFS
493
HBC Financial Services
Washington
$56K +$109K +280 +70%
LC
494
Lindbrook Capital
California
$55K -$21.5K -55 -31%
MA
495
Montag & Associates
Georgia
$55K +$6.65K +17 +16%
T
496
TCWP
Ohio
$52K +$46.1K +118 New
BCWM
497
Bartlett & Co Wealth Management
Ohio
$44.4K +$39.1K +100 New
CTC
498
Central Trust Company
Missouri
$44K
RE
499
RBC Europe
United Kingdom
$44K
BC
500
Bartlett & Co
Ohio
$44K +$39.1K +100 New

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.