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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
IF
626
IRON Financial
Illinois
-$210K -396 Closed
AL
627
Aspiriant LLC
California
-$206K -391 Closed
FWM
628
Frontier Wealth Management
Missouri
-$207K -391 Closed
MWM
629
Minot Wealth Management
Massachusetts
-$203K -383 Closed
Mercer Global Advisors
630
Mercer Global Advisors
Colorado
-$200K -378 Closed
GA
631
GraniteShares Advisors
New York
-$165K -312 Closed
CA
632
CoreCap Advisors
Michigan
-$28K -52 Closed
CWS
633
Confluence Wealth Services
Pennsylvania
-$25K -49 Closed
CL
634
CSS LLC
Illinois
-$23K -43 Closed
TFGT
635
TS Financial Group (TSFG)
Illinois
-$12K -22 Closed
AS
636
Altshuler Shaham
Israel
-$8K -15 Closed
SA
637
SRH Advisors
Kansas
-$8K -15 Closed
TCM
638
Tradewinds Capital Management
Washington
-$7K -13 Closed
CA
639
Clearstead Advisors
Ohio
-$2K -4 Closed
JWM
640
Janiczek Wealth Management
Colorado
-$1.17K -3 -75%
Northwestern Mutual Wealth Management
641
Northwestern Mutual Wealth Management
Wisconsin
-$1.17K -3 -75%
SCA
642
Snowden Capital Advisors
New York
-$1K -3 Closed
BWM
643
BerganKDV Wealth Management
Minnesota
-$1K -1 Closed
CAL
644
Capital Advisors Ltd
Ohio
-$1K -1 Closed
LWA
645
Lenox Wealth Advisors
New York
-$1K -1 Closed
RCM
646
Raleigh Capital Management
North Carolina
-$1K -1 Closed
MAM
647
Marquette Asset Management
Minnesota
+$391 +1 New
RG
648
Retirement Group
California
+$391 +1 New

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.