MongoDB
MDB
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.
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: 23 → 22 (-1)
6% less funds holding
Funds holding: 570 → 537 (-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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$271M |
| 2 |
Renaissance Technologies
New York
|
+$145M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$97.5M |
| 4 |
Millennium Management
New York
|
+$73.5M |
| 5 |
Morgan Stanley
New York
|
+$61.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$242M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$203M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$106M |
| 4 |
BlackRock
New York
|
-$85.5M |
| 5 |
Jennison Associates
New York
|
-$79.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LOIM
626
Liberty One Investment Management
Libertyville,
Illinois
| – | -$1K | -3 | Closed |
|
|
CI
627
Cordant Inc
Portland,
Oregon
| – | -$1K | -2 | Closed |
|
|
DI
628
Disciplined Investments
Tulsa,
Oklahoma
| – | -$313 | -1 | -50% |
|
629
Jones Financial Companies
Des Peres,
Missouri
| – | +$313 | +1 | New |
|
|
TFA
630
Toth Financial Advisory
Leesburg,
Virginia
| – | +$313 | +1 | New |
|
|
BTI
631
Blue Trust Inc
Alpharetta,
Georgia
| – | +$625 | +2 | New |
|
|
SFG
632
Steward Financial Group
Colleyville,
Texas
| – | +$938 | +3 | New |
|
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.