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507 hedge funds and large institutions have $12.3B invested in MongoDB in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 170 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 170

1% more call options, than puts

Call options by funds: $897M | Put options by funds: $891M

0.11% less ownership

Funds ownership: 90.55%90.44% (-0.11%)

6% less funds holding

Funds holding: 537507 (-30)

23% less capital invested

Capital invested by funds: $15.9B → $12.3B (-$3.65B)

23% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 90

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
507
Holders Change
-30
Holders Change %
-5.59%
% of All Funds
8.73%
Holding in Top 10
12
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-45.45%
% of All Funds
0.21%
New
69
Increased
200
Reduced
170
Closed
90
Calls
$897M
Puts
$891M
Net Calls
+$5.89M
Net Calls Change
-$551M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
551
L & S Advisors
California
-$295K -1,135 Closed
CAPTRUST Financial Advisors
552
CAPTRUST Financial Advisors
North Carolina
-$294K -1,133 Closed
Mercer Global Advisors
553
Mercer Global Advisors
Colorado
-$282K -1,086 Closed
KAS
554
Kestra Advisory Services
Texas
-$275K -1,058 Closed
HLC
555
Hunt Lane Capital
New York
-$260K -1,000 Closed
WMSA
556
Weiss Multi-Strategy Advisers
New York
-$260K -1,000 Closed
PF
557
Phoenix Financial
Israel
-$243K -936 Closed
ASC
558
Atalanta Sosnoff Capital
New York
-$231K -890 Closed
CAN
559
Cetera Advisor Networks
California
-$223K -860 Closed
MYAM
560
Meiji Yasuda Asset Management
Japan
-$216K -834 Closed
QCM
561
Quantinno Capital Management
New York
-$212K -817 Closed
XS
562
XR Securities
Illinois
-$208K -802 Closed
AC
563
AWM Capital
Arizona
-$208K -800 Closed
TBA
564
Tower Bridge Advisors
Pennsylvania
-$208K -800 Closed
CM
565
Castleark Management
Illinois
-$200K -770 Closed
OPERF
566
Oregon Public Employees Retirement Fund
Oregon
-$157K -604 Closed
TCWM
567
Total Clarity Wealth Management
Illinois
-$113K -435 Closed
SWM
568
Spire Wealth Management
Virginia
-$101K -390 Closed
TWM
569
Tradition Wealth Management
Minnesota
-$79K -303 Closed
AIP
570
Ahrens Investment Partners
Louisiana
-$78K -300 Closed
SC
571
Shay Capital
New York
-$78K -300 Closed
FIA
572
FNY Investment Advisers
New York
-$41K -160 Closed
VVP
573
Venture Visionary Partners
Ohio
-$28.3K -109 Closed
SOW
574
State of Wyoming
Wyoming
-$28K -107 Closed
PWM
575
Prentice Wealth Management
New York
-$26K -100 Closed

MDB Hedge Fund Activity: Q3 2022 in Review

507 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q3 2022, worth a combined $12.3B — down 23% from $15.9B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of MDB and 69 opened new positions — a net loss of 21 holders — while 170 trimmed existing stakes and 200 added.

The largest buyer was VOYA Investment Management, adding an estimated $348M. The largest seller was T. Rowe Price Associates, cutting an estimated $414M.

  • 507 institutional investors held MongoDB (MDB) as of Q3 2022, down from 537 in Q2 2022.
  • Funds reported $12.3B of MongoDB stock for Q3 2022, down 23% quarter-over-quarter.
  • 69 funds opened new MongoDB positions in Q3 2022 and 90 closed out, a net change of -21 holders.
  • The largest MongoDB buyer in Q3 2022 was VOYA Investment Management, an estimated $348M added.
  • The largest MongoDB seller in Q3 2022 was T. Rowe Price Associates, an estimated $414M sold.

Based on aggregated 13F filings for Q3 2022.