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521 hedge funds and large institutions have $12.2B invested in MongoDB in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 216 increasing their positions, 155 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 155

26% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 74

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

3% more funds holding

Funds holding: 507521 (+14)

0% more call options, than puts

Call options by funds: $1.55B | Put options by funds: $1.54B

1% less capital invested

Capital invested by funds: $12.3B → $12.2B (-$76.4M)

0.78% less ownership

Funds ownership: 90.44%89.66% (-0.78%)

Holders
521
Holders Change
+14
Holders Change %
+2.76%
% of All Funds
8.37%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
93
Increased
216
Reduced
155
Closed
74
Calls
$1.55B
Puts
$1.54B
Net Calls
+$6.41M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
476
Pacer Advisors
Pennsylvania
$9.25K +$178 +1 +2%
IGWM
477
ICA Group Wealth Management
Colorado
$7.87K +$7.12K +40 New
AWM
478
Accurate Wealth Management
Florida
$7.47K +$7.3K +41 New
CAL
479
Capital Advisors Ltd
Ohio
$7K +$11.2K +63 +630%
PFBT
480
Parkside Financial Bank & Trust
Missouri
$6.69K +$3.92K +22 +183%
ITFISA
481
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.91K
GRP
482
Global Retirement Partners
California
$5.91K +$4.45K +25 +500%
EARNEST Partners
483
EARNEST Partners
Georgia
$5.51K
BIA
484
Bell Investment Advisors
California
$5.12K +$3.74K +21 +420%
PPC
485
Park Place Capital
Alabama
$5K +$4.45K +25 New
RBC
486
Romano Brothers & Co
Illinois
$4.72K +$4.27K +24 New
GWS
487
Glassman Wealth Services
Virginia
$4.33K -$2.67K -15 -41%
HFS
488
Hantz Financial Services
Michigan
$4K
NC
489
NewSquare Capital
Pennsylvania
$3.35K +$3.03K +17 New
ZB
490
Zions Bancorporation
Utah
$3.15K +$2.31K +13 +433%
Loomis, Sayles & Company
491
Loomis, Sayles & Company
Massachusetts
$3K +$1.6K +9 +180%
SBL
492
Sargent Bickham Lagudis
Colorado
$2.95K +$1.96K +11 +275%
PWS
493
Paragon Wealth Strategies
Florida
$2.36K +$2.14K +12 New
RFG
494
RFP Financial Group
Georgia
$2.36K +$2.14K +12 New
AWM
495
Atticus Wealth Management
Florida
$2.17K -$178 -1 -8%
SIC
496
Salem Investment Counselors
North Carolina
$2.17K
BTI
497
Blue Trust Inc
Georgia
$2K -$890 -5 -36%
MPWT
498
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.78K +10 +500%
TFP
499
Tilia Fiduciary Partners
North Carolina
$1.97K
BAAM
500
Baker Avenue Asset Management
California
$1.97K +$1.78K +10 New

MDB Hedge Fund Activity: Q4 2022 in Review

521 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q4 2022, worth a combined $12.2B — down 0.62% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new MDB positions and 74 closed out — a net gain of 19 holders — while 216 added to existing stakes and 155 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $181M. The largest seller was Capital World Investors, cutting an estimated $505M.

  • 521 institutional investors held MongoDB (MDB) as of Q4 2022, up from 507 in Q3 2022.
  • Funds reported $12.2B of MongoDB stock for Q4 2022, down 0.62% quarter-over-quarter.
  • 93 funds opened new MongoDB positions in Q4 2022 and 74 closed out, a net change of +19 holders.
  • The largest MongoDB buyer in Q4 2022 was 1832 Asset Management, an estimated $181M added.
  • The largest MongoDB seller in Q4 2022 was Capital World Investors, an estimated $505M sold.

Based on aggregated 13F filings for Q4 2022.