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537 hedge funds and large institutions have $15.9B invested in MongoDB in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 231 increasing their positions, 159 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $1.68B | Put options by funds: $1.12B

45% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 159

0.96% more ownership

Funds ownership: 89.59%90.55% (+0.96%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

6% less funds holding

Funds holding: 570537 (-33)

26% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 98

40% less capital invested

Capital invested by funds: $26.7B → $15.9B (-$10.8B)

Holders
537
Holders Change
-33
Holders Change %
-5.79%
% of All Funds
9.05%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.37%
New
73
Increased
231
Reduced
159
Closed
98
Calls
$1.68B
Puts
$1.12B
Net Calls
+$557M
Net Calls Change
+$285M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
476
Credit Agricole
France
$16K
BONH
477
Bank of New Hampshire
New Hampshire
$15K
JWA
478
JFS Wealth Advisors
Pennsylvania
$14K -$4.38K -14 -20%
CFO
479
CVA Family Office
Colorado
$14K +$6.25K +20 +57%
QC
480
Quent Capital
New York
$13K
RA
481
Rise Advisors
New York
$13K +$3.13K +10 +24%
CA
482
Crewe Advisors
Utah
$13K +$15.9K +51 New
Pacer Advisors
483
Pacer Advisors
Pennsylvania
$12K +$14.4K +46 New
HWA
484
HHM Wealth Advisors
Tennessee
$11K
SSB
485
Sandy Spring Bank
Maryland
$11K +$1.88K +6 +17%
CA
486
CoreCap Advisors
Michigan
$10K +$12.2K +39 New
SWM
487
Sugarloaf Wealth Management
Georgia
$9K +$9.38K +30 +750%
Northwestern Mutual Wealth Management
488
Northwestern Mutual Wealth Management
Wisconsin
$9K +$10.6K +34 +3,400%
LSA
489
Leonteq Securities AG
Switzerland
$8.3K -$104K -334 -91%
GWS
490
Glassman Wealth Services
Virginia
$7K -$2.19K -7 -21%
EARNEST Partners
491
EARNEST Partners
Georgia
$7K
UWM
492
Urban Wealth Management
California
$6K +$6.88K +22 New
BIA
493
Bell Investment Advisors
California
$6K +$7.19K +23 New
Bank of Montreal
494
Bank of Montreal
Ontario, Canada
$5.38K +$1.98M +6,345 +56%
AFS
495
Annapolis Financial Services
Maryland
$5K
HFS
496
Hantz Financial Services
Michigan
$5K
HNB
497
Huntington National Bank
Ohio
$4K -$2.81K -9 -36%
PCG
498
Private Capital Group
Connecticut
$4K
AA
499
Ancora Advisors
Ohio
$4K +$4.38K +14 New
SFO
500
Standard Family Office
South Dakota
$3K -$124K -397 -97%

MDB Hedge Fund Activity: Q2 2022 in Review

537 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2022, worth a combined $15.9B — down 40% from $26.7B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of MDB and 73 opened new positions — a net loss of 25 holders — while 159 trimmed existing stakes and 231 added.

The largest buyer was Wellington Management Group, adding an estimated $271M. The largest seller was Fidelity Investments, cutting an estimated $242M.

  • 537 institutional investors held MongoDB (MDB) as of Q2 2022, down from 570 in Q1 2022.
  • Funds reported $15.9B of MongoDB stock for Q2 2022, down 40% quarter-over-quarter.
  • 73 funds opened new MongoDB positions in Q2 2022 and 98 closed out, a net change of -25 holders.
  • The largest MongoDB buyer in Q2 2022 was Wellington Management Group, an estimated $271M added.
  • The largest MongoDB seller in Q2 2022 was Fidelity Investments, an estimated $242M sold.

Based on aggregated 13F filings for Q2 2022.