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MongoDB
MDB

Overview Fund Activity

517 hedge funds and large institutions have $12.2B invested in MongoDB in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 214 increasing their positions, 154 reducing their positions, and 74 closing their positions.

Holders
517
Holders Change
+13
Holders Change %
+2.58%
% of All Funds
8.34%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
92
Increased
214
Reduced
154
Closed
74
Calls
$1.55B
Puts
$1.54B
Net Calls
+$6.41M
Net Calls Change
+$512K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$200M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$181M
3
Holocene Advisors
3
Holocene Advisors
New York
$125M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$143M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$445M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$584M
2
Morgan Stanley
2
Morgan Stanley
New York
$140M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$220M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$1.28M
5
Invesco
5
Invesco
Georgia
$114M
Name Market Value Shares Shares
Change 		Shares
Change %
MPCL
501
My Personal CFO LLC
Washington
$1.18K 6 +6 New
TFA
502
Transamerica Financial Advisors
Florida
$1K 1 – –
CAM
503
ClariVest Asset Management
California
$1K 6 +6 New
VCM
504
Versant Capital Management
Arizona
$984 5 – –
WWM
505
Wolff Wiese Magana
California
$984 5 +5 New
BBPWM
506
Blue Bell Private Wealth Management
Pennsylvania
$787 4 – –
BWM
507
BerganKDV Wealth Management
Minnesota
$787 4 +2 +100%
JWA
508
JFS Wealth Advisors
Pennsylvania
$591 3 -56 -95%
DI
509
Disciplined Investments
Oklahoma
$591 3 +3 New
IFAM
510
Institutional & Family Asset Management
Colorado
$394 2 – –
SIC
511
SJS Investment Consulting
Ohio
$394 2 +1 +100%
FWM
512
Focused Wealth Management
New York
$394 2 +2 New
HNB
513
Huntington National Bank
Ohio
$197 1 -250 -100%
FGAM
514
Financial Gravity Asset Management
Texas
$80 197 -1,196 -86%
EAM
515
Eventide Asset Management
Massachusetts
– – -289,160 Closed
Capital International Investors
516
Capital International Investors
California
– – -238,296 Closed
RCM
517
Rokos Capital Management
United Kingdom
– – -139,088 Closed
ACM
518
Altimeter Capital Management
Massachusetts
– – -92,610 Closed
LFDLE
519
La Financiere de L'Echiquier
France
– – -78,000 Closed
ECM
520
ExodusPoint Capital Management
New York
– – -59,274 Closed
Qube Research & Technologies (QRT)
521
Qube Research & Technologies (QRT)
United Kingdom
– – -50,780 Closed
MAM
522
Maytree Asset Management
Hong Kong
– – -37,100 Closed
CCM
523
Cinctive Capital Management
New York
– – -35,577 Closed
WCA
524
Whetstone Capital Advisors
Kansas
– – -30,277 Closed
GH
525
GAM Holding
Switzerland
– – -30,231 Closed
19 20
21
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