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507 hedge funds and large institutions have $12.3B invested in MongoDB in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 170 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 170

1% more call options, than puts

Call options by funds: $897M | Put options by funds: $891M

0.11% less ownership

Funds ownership: 90.55%90.44% (-0.11%)

6% less funds holding

Funds holding: 537507 (-30)

23% less capital invested

Capital invested by funds: $15.9B → $12.3B (-$3.65B)

23% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 90

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
507
Holders Change
-30
Holders Change %
-5.59%
% of All Funds
8.73%
Holding in Top 10
12
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-45.45%
% of All Funds
0.21%
New
69
Increased
200
Reduced
170
Closed
90
Calls
$897M
Puts
$891M
Net Calls
+$5.89M
Net Calls Change
-$551M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
Atticus Wealth Management
Florida
$3K
PFBT
477
Parkside Financial Bank & Trust
Missouri
$2K -$20.1K -69 -85%
DFCM
478
Dark Forest Capital Management
Puerto Rico
$2K
HI
479
Harbour Investments
Wisconsin
$2K
SIC
480
Salem Investment Counselors
North Carolina
$2K
SFO
481
Standard Family Office
South Dakota
$2K
TFP
482
Tilia Fiduciary Partners
North Carolina
$2K
BCMLT
483
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K +$1.46K +5 +125%
CAL
484
Capital Advisors Ltd
Ohio
$2K +$2.92K +10 New
MGIM
485
M&G Investment Management
United Kingdom
$1.49K +$2.18M +7,469 New
BIA
486
Bell Investment Advisors
California
$1K -$5.25K -18 -78%
ZB
487
Zions Bancorporation
Utah
$1K -$1.75K -6 -67%
SBL
488
Sargent Bickham Lagudis
Colorado
$1K -$1.17K -4 -50%
MCC
489
Money Concepts Capital
Florida
$1K -$876 -3 -50%
BBPWM
490
Blue Bell Private Wealth Management
Pennsylvania
$1K
GRP
491
Global Retirement Partners
California
$1K
KTC
492
Kistler-Tiffany Companies
Pennsylvania
$1K
Loomis, Sayles & Company
493
Loomis, Sayles & Company
Massachusetts
$1K
TFA
494
Transamerica Financial Advisors
Florida
$1K
VCM
495
Versant Capital Management
Arizona
$1K
JWM
496
Janiczek Wealth Management
Colorado
$1K +$1.46K +5 New
CAL
497
Capital Analysts LLC
Pennsylvania
$1K +$1.75K +6 New
SWA
498
Sutton Wealth Advisors
Florida
$596
TPCW
499
TD Private Client Wealth
New York
$397
FGAM
500
Financial Gravity Asset Management
Texas
$195 +$407K +1,393 New

MDB Hedge Fund Activity: Q3 2022 in Review

507 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q3 2022, worth a combined $12.3B — down 23% from $15.9B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of MDB and 69 opened new positions — a net loss of 21 holders — while 170 trimmed existing stakes and 200 added.

The largest buyer was VOYA Investment Management, adding an estimated $348M. The largest seller was T. Rowe Price Associates, cutting an estimated $414M.

  • 507 institutional investors held MongoDB (MDB) as of Q3 2022, down from 537 in Q2 2022.
  • Funds reported $12.3B of MongoDB stock for Q3 2022, down 23% quarter-over-quarter.
  • 69 funds opened new MongoDB positions in Q3 2022 and 90 closed out, a net change of -21 holders.
  • The largest MongoDB buyer in Q3 2022 was VOYA Investment Management, an estimated $348M added.
  • The largest MongoDB seller in Q3 2022 was T. Rowe Price Associates, an estimated $414M sold.

Based on aggregated 13F filings for Q3 2022.