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MongoDB
MDB

521 hedge funds and large institutions have $12.2B invested in MongoDB in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 216 increasing their positions, 155 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 155

26% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 74

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

3% more funds holding

Funds holding: 507 → 521 (+14)

0% more call options, than puts

Call options by funds: $1.55B | Put options by funds: $1.54B

1% less capital invested

Capital invested by funds: $12.3B → $12.2B (-$76.4M)

0.78% less ownership

Funds ownership: 90.44% → 89.66% (-0.78%)

Holders
521
Holders Change
+14
Holders Change %
+2.76%
% of All Funds
8.37%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
93
Increased
216
Reduced
155
Closed
74
Calls
$1.55B
Puts
$1.54B
Net Calls
+$6.41M
Net Calls Change
+$512K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$181M
2
Renaissance Technologies
Renaissance Technologies
New York
+$136M
3
Holocene Advisors
Holocene Advisors
New York
+$113M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$82.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$72.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$505M
2
Morgan Stanley
Morgan Stanley
New York
-$291M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$139M
4
Marshall Wace
Marshall Wace
United Kingdom
-$123M
5
Invesco
Invesco
Georgia
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
576
BIT Capital
Germany
– -$142K -715 Closed
HFS
577
HBC Financial Services
Washington
– -$18K -300 Closed
EWM
578
Empirical Wealth Management
Washington
– -$43K -215 Closed
SIM
579
Sentry Investment Management
Wisconsin
– -$33K -168 Closed
JWBC
580
John W. Brooker & Co
California
– -$20K -100 Closed
RTC
581
Riverview Trust Company
Washington
– -$17K -84 Closed
MA
582
MUFG Americas
New York
– -$10K -50 Closed
HWA
583
HHM Wealth Advisors
Tennessee
– -$8K -42 Closed
AFS
584
Annapolis Financial Services
Maryland
– -$4K -19 Closed
SFO
585
Standard Family Office
South Dakota
– -$2K -11 Closed
DFCM
586
Dark Forest Capital Management
Puerto Rico
– -$2K -9 Closed
CAL
587
Capital Analysts LLC
Pennsylvania
– -$1K -6 Closed
TPCW
588
TD Private Client Wealth
New York
– -$397 -2 Closed
RG
589
Retirement Group
California
– +$178 +1 New
SFG
590
Steward Financial Group
Texas
– +$178 +1 New
VF
591
VitalStone Financial
Texas
– +$178 +1 New
20 21 22 23
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MDB Hedge Fund Activity: Q4 2022 in Review

521 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q4 2022, worth a combined $12.2B — down 0.62% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new MDB positions and 74 closed out — a net gain of 19 holders — while 216 added to existing stakes and 155 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $181M. The largest seller was Capital World Investors, cutting an estimated $505M.

  • 521 institutional investors held MongoDB (MDB) as of Q4 2022, up from 507 in Q3 2022.
  • Funds reported $12.2B of MongoDB stock for Q4 2022, down 0.62% quarter-over-quarter.
  • 93 funds opened new MongoDB positions in Q4 2022 and 74 closed out, a net change of +19 holders.
  • The largest MongoDB buyer in Q4 2022 was 1832 Asset Management, an estimated $181M added.
  • The largest MongoDB seller in Q4 2022 was Capital World Investors, an estimated $505M sold.

Based on aggregated 13F filings for Q4 2022.