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570 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, 228 increasing their positions, 175 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

30% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 175

23% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 77

15% more call options, than puts

Call options by funds: $2.07B | Put options by funds: $1.8B

2% more funds holding

Funds holding: 559570 (+11)

0.12% less ownership

Funds ownership: 89.71%89.59% (-0.12%)

15% less capital invested

Capital invested by funds: $31.6B → $26.7B (-$4.84B)

Holders
570
Holders Change
+11
Holders Change %
+1.97%
% of All Funds
8.99%
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
228
Reduced
175
Closed
77
Calls
$2.07B
Puts
$1.8B
Net Calls
+$273M
Net Calls Change
+$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
601
Baker Avenue Asset Management
California
-$519K -980 Closed
ESCM
602
Echo Street Capital Management
New York
-$447K -845 Closed
DTL
603
Dynamic Technology Lab
Singapore
-$434K -820 Closed
PWM
604
PRW Wealth Management
Massachusetts
-$404K -764 Closed
AII
605
AGF Investments Inc
Ontario, Canada
-$396K -748 Closed
NA
606
NewEdge Advisors
Louisiana
-$372K -703 Closed
A
607
Astrantus
Cyprus
-$371K -700 Closed
BHCM
608
Boulder Hill Capital Management
New York
-$371K -700 Closed
CT
609
Chicago Trust
Illinois
-$363K -685 Closed
AG
610
Algert Global
California
-$359K -678 Closed
TNA
611
True North Advisors
Texas
-$304K -575 Closed
BFM
612
Boothbay Fund Management
New York
-$284K -536 Closed
CAM
613
Cresset Asset Management
Illinois
-$272K -516 Closed
MPM
614
MBB Public Markets
Illinois
-$267K -505 Closed
AAS
615
Avantax Advisory Services
Texas
-$266K -503 Closed
AT
616
American Trust
Kentucky
-$259K -490 Closed
V
617
Veritable
Delaware
-$250K -473 Closed
EN1L
618
Engine No 1 LLC
California
-$239K -452 Closed
MC
619
Moors & Cabot
Massachusetts
-$227K -428 Closed
CWP
620
Capital Wealth Planning
Florida
-$226K -426 Closed
MSFS
621
Main Street Financial Solutions
Pennsylvania
-$221K -417 Closed
LWM
622
Laidlaw Wealth Management
New York
-$219K -414 Closed
KNW
623
Kesler Norman & Wride
Utah
-$214K -404 Closed
MIM
624
Montgomery Investment Management
Maryland
-$212K -400 Closed
KAS
625
Kestra Advisory Services
Texas
-$210K -397 Closed

MDB Hedge Fund Activity: Q1 2022 in Review

570 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q1 2022, worth a combined $26.7B — down 15% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new MDB positions and 77 closed out — a net gain of 18 holders — while 228 added to existing stakes and 175 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $419M. The largest seller was Fidelity Investments, cutting an estimated $356M.

  • 570 institutional investors held MongoDB (MDB) as of Q1 2022, up from 559 in Q4 2021.
  • Funds reported $26.7B of MongoDB stock for Q1 2022, down 15% quarter-over-quarter.
  • 95 funds opened new MongoDB positions in Q1 2022 and 77 closed out, a net change of +18 holders.
  • The largest MongoDB buyer in Q1 2022 was T. Rowe Price Associates, an estimated $419M added.
  • The largest MongoDB seller in Q1 2022 was Fidelity Investments, an estimated $356M sold.

Based on aggregated 13F filings for Q1 2022.