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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
AP
501
Arlington Partners
Alabama
$30K +$29.2K +57 New
JWA
502
JFS Wealth Advisors
Pennsylvania
$29K +$2.05K +4 +8%
CA
503
CoreCap Advisors
Michigan
$28K +$26.6K +52 New
QC
504
Quent Capital
New York
$26K +$25.1K +49 New
CWS
505
Confluence Wealth Services
Pennsylvania
$25K +$25.1K +49 New
NFG
506
Next Financial Group
Texas
$24K +$6.14K +12 +36%
CL
507
CSS LLC
Illinois
$23K +$22K +43 New
RA
508
Rise Advisors
New York
$21.7K +$21K +41 New
SSB
509
Sandy Spring Bank
Maryland
$19K
HWA
510
HHM Wealth Advisors
Tennessee
$18K +$5.12K +10 +42%
MFAM
511
Motley Fool Asset Management
Virginia
$16K +$15.4K +30 New
UB
512
UMB Bank
Missouri
$16K +$15.9K +31 New
EARNEST Partners
513
EARNEST Partners
Georgia
$15K
FFC
514
First Financial Corp
Indiana
$15K
ADL
515
Asset Dedication LLC
California
$14K
GWS
516
Glassman Wealth Services
Virginia
$14K +$3.07K +6 +29%
MAM
517
Meeder Asset Management
Ohio
$12K -$365K -713 -97%
TFGT
518
TS Financial Group (TSFG)
Illinois
$12K -$55.8K -109 -83%
Bank Julius Baer & Co
519
Bank Julius Baer & Co
Switzerland
$11K
TFP
520
Tilia Fiduciary Partners
North Carolina
$11K +$10.8K +21 New
AFS
521
Annapolis Financial Services
Maryland
$10K
EWA
522
EverSource Wealth Advisors
Alabama
$10K +$9.22K +18 New
Koshinski Asset Management
523
Koshinski Asset Management
Illinois
$8.47K
BFC
524
Bedel Financial Consulting
Indiana
$8K
BIA
525
Bell Investment Advisors
California
$8K

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.