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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
JFGIW
526
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.25K +4 New
TWP
527
TFO Wealth Partners
Ohio
$1K +$1.25K +4 New
Loomis, Sayles & Company
528
Loomis, Sayles & Company
Massachusetts
$1K +$1.56K +5 New
SWA
529
Sutton Wealth Advisors
Florida
$779
TPCW
530
TD Private Client Wealth
New York
$519 +$625 +2 New
BRWM
531
B. Riley Wealth Management
Tennessee
$226 -$6.25K -20 -2%
SC
532
Styrax Capital
New York
-$26.2M -58,960 Closed
SSA
533
Schonfeld Strategic Advisors
New York
-$25M -56,396 Closed
VEPM
534
Vista Equity Partners Management
California
-$15.1M -34,140 Closed
LAM
535
LifePro Asset Management
California
-$10.4M -23,486 Closed
RCM
536
Ratan Capital Management
Florida
-$10.3M -23,167 Closed
AWA
537
Aaron Wealth Advisors
Illinois
-$43K -19,074 Closed
DZ Bank
538
DZ Bank
Germany
-$7.69M -17,343 Closed
AP
539
Archon Partners
New Jersey
-$7.41M -16,700 Closed
SI
540
Sora Investors
Pennsylvania
-$7.28M -16,418 Closed
AIMCA
541
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$6.65M -15,000 Closed
OSIA
542
O'Shares Investment Advisers
Massachusetts
-$4.65M -10,486 Closed
Point72 Asset Management
543
Point72 Asset Management
Connecticut
-$4.61M -10,400 Closed
FANJ
544
Financial Architects (New Jersey)
New Jersey
-$4.48M -10,093 Closed
QT
545
Quantbot Technologies
New York
-$3.77M -8,497 Closed
BCM
546
Bridgeway Capital Management
Texas
-$3.35M -7,550 Closed
N
547
Natixis
France
-$3.08M -6,951 Closed
OQS
548
Occudo Quantitative Strategies
Florida
-$3.06M -6,891 Closed
CWMU
549
Caliber Wealth Management (Utah)
Utah
-$2.27M -5,111 Closed
CIP
550
Chartwell Investment Partners
Pennsylvania
-$2.01M -4,540 Closed

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.