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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
UB
526
UMB Bank
Missouri
$14K
FHA
527
First Horizon Advisors
Tennessee
$13K -$25K -64 -69%
ADL
528
Asset Dedication LLC
California
$12K
EARNEST Partners
529
EARNEST Partners
Georgia
$12K
FFC
530
First Financial Corp
Indiana
$12K
HNB
531
Huntington National Bank
Ohio
$11K +$9.38K +24 +2,400%
TFP
532
Tilia Fiduciary Partners
North Carolina
$9K
ZB
533
Zions Bancorporation
Utah
$9K +$5.08K +13 +186%
HFS
534
Hantz Financial Services
Michigan
$9K +$8.21K +21 New
AFS
535
Annapolis Financial Services
Maryland
$8K
PCG
536
Private Capital Group
Connecticut
$8K +$6.65K +17 New
Koshinski Asset Management
537
Koshinski Asset Management
Illinois
$7.1K
BFC
538
Bedel Financial Consulting
Indiana
$7K
EFS
539
Econ Financial Services
Pennsylvania
$6K
SBL
540
Sargent Bickham Lagudis
Colorado
$5K +$1.96K +5 +83%
AWM
541
Atticus Wealth Management
Florida
$5K +$4.3K +11 +1,100%
SIC
542
Salem Investment Counselors
North Carolina
$5K +$4.3K +11 New
CI Investments Inc
543
CI Investments Inc
Ontario, Canada
$4K -$34.8M -89,008 -100%
DFCM
544
Dark Forest Capital Management
Puerto Rico
$4K +$3.91K +10 New
IA
545
IndexIQ Advisors
New York
$4K +$3.91K +10 New
PCA
546
Providence Capital Advisors
North Carolina
$4K +$3.91K +10 New
LF
547
Lee Financial
Texas
$3K -$1.56K -4 -40%
AF
548
Advisornet Financial
Minnesota
$3K +$1.96K +5 +500%
EWA
549
EverSource Wealth Advisors
Alabama
$2K -$5.08K -13 -72%
BBPWM
550
Blue Bell Private Wealth Management
Pennsylvania
$2K

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.