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MongoDB
MDB

Overview Fund Activity

504 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, 198 increasing their positions, 169 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
-30
Holders Change %
-5.62%
% of All Funds
8.72%
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
198
Reduced
169
Closed
90
Calls
$897M
Puts
$891M
Net Calls
+$5.89M
Net Calls Change
-$551M

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$305M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$902M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$377M
4
Invesco
4
Invesco
Georgia
$228M
5
Franklin Resources
5
Franklin Resources
California
$366M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.36B
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$6K
4
BlackRock
4
BlackRock
New York
$950M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
551
Kestra Advisory Services
Texas
– -$275K -1,058 Closed
WMSA
552
Weiss Multi-Strategy Advisers
New York
– -$260K -1,000 Closed
HLC
553
Hunt Lane Capital
New York
– -$260K -1,000 Closed
PF
554
Phoenix Financial
Israel
– -$243K -936 Closed
ASC
555
Atalanta Sosnoff Capital
New York
– -$231K -890 Closed
CAN
556
Cetera Advisor Networks
California
– -$223K -860 Closed
MYAM
557
Meiji Yasuda Asset Management
Japan
– -$216K -834 Closed
QCM
558
Quantinno Capital Management
New York
– -$212K -817 Closed
XS
559
XR Securities
Illinois
– -$208K -802 Closed
TBA
560
Tower Bridge Advisors
Pennsylvania
– -$208K -800 Closed
AC
561
AWM Capital
Arizona
– -$208K -800 Closed
CM
562
Castleark Management
Illinois
– -$200K -770 Closed
OPERF
563
Oregon Public Employees Retirement Fund
Oregon
– -$157K -604 Closed
TCWM
564
Total Clarity Wealth Management
Illinois
– -$113K -435 Closed
SWM
565
Spire Wealth Management
Virginia
– -$101K -390 Closed
TWM
566
Tradition Wealth Management
Minnesota
– -$79K -303 Closed
SC
567
Shay Capital
New York
– -$78K -300 Closed
AIP
568
Ahrens Investment Partners
Louisiana
– -$78K -300 Closed
FIA
569
FNY Investment Advisers
New York
– -$41K -160 Closed
VVP
570
Venture Visionary Partners
Ohio
– -$28.3K -109 Closed
SOW
571
State of Wyoming
Wyoming
– -$28K -107 Closed
PWM
572
Prentice Wealth Management
New York
– -$26K -100 Closed
CFO
573
CVA Family Office
Colorado
– -$14K -55 Closed
CA
574
CoreCap Advisors
Michigan
– -$10K -39 Closed
Bessemer Group
575
Bessemer Group
New Jersey
– -$2K -7 Closed
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