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MongoDB

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
E
576
Ergoteles
New York
-$330K -743 Closed
HCM
577
Hall Capital Management
Rhode Island
-$329K -742 Closed
PL
578
Parkwood LLC
Ohio
-$318K -717 Closed
CWM
579
Cornerstone Wealth Management
Missouri
-$303K -684 Closed
SCA
580
Spearhead Capital Advisors
Florida
-$303K -684 Closed
BPA
581
Beacon Pointe Advisors
California
-$301K -678 Closed
CI
582
Cigna Investments
Connecticut
-$295K -665 Closed
FFA
583
First Foundation Advisors
California
-$293K -660 Closed
AWM
584
Aevitas Wealth Management
Massachusetts
-$289K -651 Closed
DJYG
585
David J. Yvars Group
Florida
-$288K -650 Closed
ONGA
586
O'Neil Global Advisors
California
-$281K -633 Closed
AGA
587
Accuvest Global Advisors
Utah
-$272K -614 Closed
CCP
588
Corient Capital Partners
California
-$265K -597 Closed
DILIC
589
Dai-ichi Life Insurance Company
Japan
-$261K -588 Closed
FA
590
FDx Advisors
Illinois
-$260K -585 Closed
EH
591
Equitable Holdings
New York
-$256K -577 Closed
UCFA
592
United Capital Financial Advisors
Texas
-$256K -577 Closed
IFG
593
Independent Financial Group
California
-$255K -575 Closed
IF
594
Insight Folios
North Carolina
-$253K -570 Closed
FMAEN1
595
Fund Management at Engine No 1
California
-$251K -565 Closed
FTDI
596
First Trust Direct Indexing
Massachusetts
-$248K -559 Closed
FCM
597
Fortis Capital Management
Washington
-$247K -557 Closed
AG
598
AIA Group
Hong Kong
-$240K -542 Closed
FB
599
Fulton Bank
Pennsylvania
-$239K -539 Closed
WG
600
Winton Group
United Kingdom
-$237K -535 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.