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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
BCMLT
501
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.77K
HI
502
Harbour Investments
Wisconsin
$1.38K
SWA
503
Sutton Wealth Advisors
Florida
$1.18K +$534 +3 +100%
CA
504
Corrado Advisors
New Jersey
$1.18K +$1.07K +6 New
MPCL
505
My Personal CFO LLC
Washington
$1.18K +$1.07K +6 New
TFA
506
Transamerica Financial Advisors
Florida
$1K
CAM
507
ClariVest Asset Management
California
$1K +$1.07K +6 New
VCM
508
Versant Capital Management
Arizona
$984
WWM
509
Wolff Wiese Magana
California
$984 +$890 +5 New
BBPWM
510
Blue Bell Private Wealth Management
Pennsylvania
$787
BWM
511
BerganKDV Wealth Management
Minnesota
$787 +$356 +2 +100%
JWA
512
JFS Wealth Advisors
Pennsylvania
$591 -$9.97K -56 -95%
DI
513
Disciplined Investments
Oklahoma
$591 +$534 +3 New
IFAM
514
Institutional & Family Asset Management
Colorado
$394
SIC
515
SJS Investment Consulting
Ohio
$394 +$178 +1 +100%
FWM
516
Focused Wealth Management
New York
$394 +$356 +2 New
HNB
517
Huntington National Bank
Ohio
$197 -$44.5K -250 -100%
FGAM
518
Financial Gravity Asset Management
Texas
$80 -$213K -1,196 -86%
EAM
519
Eventide Asset Management
Massachusetts
-$57.4M -289,160 Closed
Capital International Investors
520
Capital International Investors
California
-$47.3M -238,296 Closed
RCMU
521
Rokos Capital Management (UK)
United Kingdom
-$29.1M -139,088 Closed
ACM
522
Altimeter Capital Management
Massachusetts
-$18.4M -92,610 Closed
LFDLE
523
La Financiere de L'Echiquier
France
-$15.5M -78,000 Closed
ECM
524
ExodusPoint Capital Management
New York
-$11.8M -59,274 Closed
Qube Research & Technologies (QRT)
525
Qube Research & Technologies (QRT)
United Kingdom
-$10.1M -50,780 Closed

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.