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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
CFB
501
Cullen/Frost Bankers
Texas
$44K +$39.1K +100 New
AWA
502
Aaron Wealth Advisors
Illinois
$43K +$7.46M +19,074 New
C
503
Covestor
United Kingdom
$42K +$5.08K +13 +16%
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$40K -$782 -2 -2%
CHA
505
Carmichael Hill & Associates
Maryland
$40K +$2.35K +6 +7%
ATC
506
Adirondack Trust Company
New York
$39K
ITFISA
507
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$35.5K +$7.82K +20 +33%
SOW
508
State of Wyoming
Wyoming
$35K -$4.3K -11 -12%
WAS
509
Winch Advisory Services
Wisconsin
$35K +$1.96K +5 +7%
PMFA
510
Plante Moran Financial Advisors
Michigan
$33K -$5.87K -15 -17%
BDWM
511
Brewin Dolphin Wealth Management
Ireland
$31K
JWA
512
JFS Wealth Advisors
Pennsylvania
$31K +$5.87K +15 +28%
Credit Agricole
513
Credit Agricole
France
$27K
AP
514
Arlington Partners
Alabama
$25K
BONH
515
Bank of New Hampshire
New Hampshire
$25K +$21.9K +56 New
QC
516
Quent Capital
New York
$22K
PFBT
517
Parkside Financial Bank & Trust
Missouri
$20K +$12.5K +32 +213%
HWA
518
HHM Wealth Advisors
Tennessee
$19K +$3.13K +8 +24%
RA
519
Rise Advisors
New York
$18K
RTC
520
Riverview Trust Company
Washington
$17K +$15.2K +39 New
SSB
521
Sandy Spring Bank
Maryland
$16K
CFO
522
CVA Family Office
Colorado
$16K +$11.7K +30 +600%
Macquarie Group
523
Macquarie Group
Australia
$15.2K +$42.2K +108 +0.3%
CI
524
Carroll Investors
South Carolina
$15K -$69.2K -177 -83%
GWS
525
Glassman Wealth Services
Virginia
$15K +$2.74K +7 +26%

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.