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559 hedge funds and large institutions have $31.6B invested in MongoDB in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 210 increasing their positions, 157 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 56

34% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 157

13% more capital invested

Capital invested by funds: $27.9B → $31.6B (+$3.65B)

10% more funds holding

Funds holding: 508559 (+51)

0.2% more ownership

Funds ownership: 89.51%89.71% (+0.2%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

46% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $2.42B

Holders
559
Holders Change
+51
Holders Change %
+10.04%
% of All Funds
8.6%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.26%
New
115
Increased
210
Reduced
157
Closed
56
Calls
$1.3B
Puts
$2.42B
Net Calls
-$1.13B
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
551
BerganKDV Wealth Management
Minnesota
$1K -$51.2K -100 -99%
IFAM
552
Institutional & Family Asset Management
Colorado
$1K
AF
553
Advisornet Financial
Minnesota
$1K +$512 +1 New
CAL
554
Capital Advisors Ltd
Ohio
$1K +$512 +1 New
LWA
555
Lenox Wealth Advisors
New York
$1K +$512 +1 New
RCM
556
Raleigh Capital Management
North Carolina
$1K +$512 +1 New
SCA
557
Snowden Capital Advisors
New York
$1K +$1.54K +3 New
Manulife (Manufacturers Life Insurance)
558
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$805 +$173K +338 +29%
NAMA
559
Nikko Asset Management Americas
New York
-$52.6M -113,332 Closed
WI
560
Wafra Inc
New York
-$42.9M -90,932 Closed
TA
561
Trivest Advisors
Hong Kong
-$33M -70,000 Closed
MCM
562
Moore Capital Management
New York
-$19.6M -41,600 Closed
CLCM
563
Crawford Lake Capital Management
New Jersey
-$12.7M -26,848 Closed
PAMP
564
Polar Asset Management Partners
Ontario, Canada
-$9.34M -19,800 Closed
PP
565
PDT Partners
New York
-$7M -14,844 Closed
CTFG
566
Capstone Triton Financial Group
Oklahoma
-$7.3M -14,079 Closed
MIAN
567
Mariner Independent Advisor Network
Kansas
-$6.37M -13,518 Closed
GAMA
568
Graticule Asia Macro Advisors
New York
-$6.1M -12,935 Closed
ETCM
569
Evolutionary Tree Capital Management
Virginia
-$5.32M -11,275 Closed
ACI
570
AMP Capital Investors
Australia
-$5.24M -11,117 Closed
Qube Research & Technologies (QRT)
571
Qube Research & Technologies (QRT)
United Kingdom
-$5.03M -10,658 Closed
Rafferty Asset Management
572
Rafferty Asset Management
New York
-$4.88M -10,359 Closed
WorldQuant Millennium Advisors
573
WorldQuant Millennium Advisors
New York
-$4.76M -10,098 Closed
PAA
574
Peregrine Asset Advisers
Oregon
-$4.15M -8,800 Closed
CIA
575
Capital Impact Advisors
Massachusetts
-$3.33M -7,064 Closed

MDB Hedge Fund Activity: Q4 2021 in Review

559 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q4 2021, worth a combined $31.6B — up 13% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new MDB positions and 56 closed out — a net gain of 59 holders — while 210 added to existing stakes and 157 trimmed.

The largest buyer was Invesco, adding an estimated $345M. The largest seller was Wells Fargo, cutting an estimated $724M.

  • 559 institutional investors held MongoDB (MDB) as of Q4 2021, up from 508 in Q3 2021.
  • Funds reported $31.6B of MongoDB stock for Q4 2021, up 13% quarter-over-quarter.
  • 115 funds opened new MongoDB positions in Q4 2021 and 56 closed out, a net change of +59 holders.
  • The largest MongoDB buyer in Q4 2021 was Invesco, an estimated $345M added.
  • The largest MongoDB seller in Q4 2021 was Wells Fargo, an estimated $724M sold.

Based on aggregated 13F filings for Q4 2021.