We are live on ! Find out more

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
TFP
501
Tilia Fiduciary Partners
North Carolina
$3K -$3.44K -11 -52%
AWM
502
Atticus Wealth Management
Florida
$3K
SIC
503
Salem Investment Counselors
North Carolina
$3K
MCC
504
Money Concepts Capital
Florida
$2K -$446K -1,426 -100%
ZB
505
Zions Bancorporation
Utah
$2K -$3.44K -11 -55%
SBL
506
Sargent Bickham Lagudis
Colorado
$2K -$938 -3 -27%
DFCM
507
Dark Forest Capital Management
Puerto Rico
$2K -$313 -1 -10%
BCMLT
508
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K
CI Investments Inc
509
CI Investments Inc
Ontario, Canada
$2K
LF
510
Lee Financial
Texas
$2K
Bessemer Group
511
Bessemer Group
New Jersey
$2K +$2.19K +7 New
HI
512
Harbour Investments
Wisconsin
$2K +$2.19K +7 New
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$1K -$27.5K -88 -97%
MFT
514
Moisand Fitzgerald Tamayo
Florida
$1K -$625 -2 -50%
BBPWM
515
Blue Bell Private Wealth Management
Pennsylvania
$1K
GRP
516
Global Retirement Partners
California
$1K
IFAM
517
Institutional & Family Asset Management
Colorado
$1K
KTC
518
Kistler-Tiffany Companies
Pennsylvania
$1K
PFGIA
519
Patriot Financial Group Insurance Agency
Massachusetts
$1K
VCM
520
Versant Capital Management
Arizona
$1K
RG
521
Retirement Group
California
$1K +$313 +1 +100%
SC
522
Schubert & Co
Texas
$1K +$313 +1 +33%
TFA
523
Transamerica Financial Advisors
Florida
$1K +$313 +1 New
BMD
524
Better Money Decisions
New Mexico
$1K +$625 +2 New
BWM
525
BerganKDV Wealth Management
Minnesota
$1K +$938 +3 New

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.