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MongoDB
MDB

Overview Fund Activity

566 hedge funds and large institutions have $26.7B invested in MongoDB in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 226 increasing their positions, 173 reducing their positions, and 77 closing their positions.

Holders
566
Holders Change
+11
Holders Change %
+1.98%
% of All Funds
8.96%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.36%
New
95
Increased
226
Reduced
173
Closed
77
Calls
$2.07B
Puts
$1.8B
Net Calls
+$273M
Net Calls Change
+$1.4B

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.65B
2
BlackRock
2
BlackRock
New York
$2.75B
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$390M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$134M
5
Citadel Advisors
5
Citadel Advisors
Florida
$152M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.86B
2
Invesco
2
Invesco
Georgia
$313M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$388M
4
TCM
4
Tybourne Capital Management
Hong Kong
$58.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.02B
Name Market Value Shares Shares
Change 		Shares
Change %
AII
601
AGF Investments Inc
Ontario, Canada
– – -748 Closed
NA
602
NewEdge Advisors
Louisiana
– – -703 Closed
A
603
Astrantus
Cyprus
– – -700 Closed
BHCM
604
Boulder Hill Capital Management
New York
– – -700 Closed
CT
605
Chicago Trust
Illinois
– – -685 Closed
AG
606
Algert Global
California
– – -678 Closed
TNA
607
True North Advisors
Texas
– – -575 Closed
BFM
608
Boothbay Fund Management
New York
– – -536 Closed
CAM
609
Cresset Asset Management
Illinois
– – -516 Closed
MPM
610
MBB Public Markets
Illinois
– – -505 Closed
AAS
611
Avantax Advisory Services
Texas
– – -503 Closed
AT
612
American Trust
Kentucky
– – -490 Closed
V
613
Veritable
Delaware
– – -473 Closed
EN1L
614
Engine No 1 LLC
California
– – -452 Closed
MC
615
Moors & Cabot
Massachusetts
– – -428 Closed
CWP
616
Capital Wealth Planning
Florida
– – -426 Closed
MSFS
617
Main Street Financial Solutions
Pennsylvania
– – -417 Closed
LWM
618
Laidlaw Wealth Management
New York
– – -414 Closed
KNW
619
Kesler Norman & Wride
Utah
– – -404 Closed
MIM
620
Montgomery Investment Management
Maryland
– – -400 Closed
KAS
621
Kestra Advisory Services
Texas
– – -397 Closed
IF
622
IRON Financial
Illinois
– – -396 Closed
FWM
623
Frontier Wealth Management
Missouri
– – -391 Closed
AL
624
Aspiriant LLC
California
– – -391 Closed
MWM
625
Minot Wealth Management
Massachusetts
– – -383 Closed
23 24
25
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