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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
IAA
601
Independent Advisor Alliance
North Carolina
-$236K -531 Closed
NCM
602
Northside Capital Management
Oregon
-$226K -510 Closed
DT
603
Diversified Trust
Tennessee
-$225K -508 Closed
RFP
604
Roth Financial Partners
Texas
-$222K -500 Closed
VAS
605
Vestmark Advisory Solutions
Massachusetts
-$221K -498 Closed
PCIA
606
Prime Capital Investment Advisors
Kansas
-$259K -490 Closed
PA
607
Profund Advisors
Maryland
-$217K -490 Closed
Capstone Investment Advisors
608
Capstone Investment Advisors
New York
-$211K -476 Closed
IAN
609
Integrated Advisors Network
Texas
-$206K -465 Closed
Assenagon Asset Management
610
Assenagon Asset Management
Luxembourg
-$206K -464 Closed
CCM
611
Coldstream Capital Management
Washington
-$203K -457 Closed
TAM
612
Tealwood Asset Management
Minnesota
-$201K -453 Closed
T
613
TCWP
Ohio
-$52K -118 Closed
CFB
614
Cullen/Frost Bankers
Texas
-$44K -100 Closed
WAS
615
Winch Advisory Services
Wisconsin
-$35K -79 Closed
PMFA
616
Plante Moran Financial Advisors
Michigan
-$33K -75 Closed
AP
617
Arlington Partners
Alabama
-$25K -57 Closed
RTC
618
Riverview Trust Company
Washington
-$17K -39 Closed
CI
619
Carroll Investors
South Carolina
-$15K -36 Closed
ADL
620
Asset Dedication LLC
California
-$12K -26 Closed
BFC
621
Bedel Financial Consulting
Indiana
-$7K -16 Closed
Koshinski Asset Management
622
Koshinski Asset Management
Illinois
-$7.1K -16 Closed
EFS
623
Econ Financial Services
Pennsylvania
-$6K -13 Closed
PCA
624
Providence Capital Advisors
North Carolina
-$4K -10 Closed
EWA
625
EverSource Wealth Advisors
Alabama
-$2K -5 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.