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521 hedge funds and large institutions have $12.2B invested in MongoDB in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 216 increasing their positions, 155 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 155

26% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 74

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

3% more funds holding

Funds holding: 507521 (+14)

0% more call options, than puts

Call options by funds: $1.55B | Put options by funds: $1.54B

1% less capital invested

Capital invested by funds: $12.3B → $12.2B (-$76.4M)

0.78% less ownership

Funds ownership: 90.44%89.66% (-0.78%)

Holders
521
Holders Change
+14
Holders Change %
+2.76%
% of All Funds
8.37%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
93
Increased
216
Reduced
155
Closed
74
Calls
$1.55B
Puts
$1.54B
Net Calls
+$6.41M
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.32B -$25.5M -143,201 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.24B +$29.7M +166,728 +3%
BlackRock
3
BlackRock
New York
$912M -$27.1M -152,422 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$889M -$4.54M -25,514 -0.6%
Capital World Investors
5
Capital World Investors
California
$584M -$505M -2,838,333 -49%
JP Morgan Chase
6
JP Morgan Chase
New York
$456M +$57.3M +321,744 +16%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$445M +$72.7M +408,370 +22%
Franklin Resources
8
Franklin Resources
California
$386M +$21M +118,055 +6%
State Street
9
State Street
Massachusetts
$268M +$2.3M +12,918 +1%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$249M -$48.5M -272,449 -18%
Capital Research Global Investors
11
Capital Research Global Investors
California
$220M -$139M -782,252 -41%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$200M +$181M +1,017,969 +3,283,771%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$183M +$7.07M +39,741 +4%
Renaissance Technologies
14
Renaissance Technologies
New York
$181M +$136M +763,400 +493%
Norges Bank
15
Norges Bank
Norway
$148M +$22.5M +126,158 +20%
Voloridge Investment Management
16
Voloridge Investment Management
Florida
$143M +$82.4M +462,694 +175%
Millennium Management
17
Millennium Management
New York
$141M +$20.2M +113,609 +19%
Morgan Stanley
18
Morgan Stanley
New York
$140M -$291M -1,633,045 -70%
TD Asset Management
19
TD Asset Management
Ontario, Canada
$139M -$2.65M -14,912 -2%
Holocene Advisors
20
Holocene Advisors
New York
$125M +$113M +633,282 New
First Trust Advisors
21
First Trust Advisors
Illinois
$121M +$46.1M +258,783 +73%
Westfield Capital Management
22
Westfield Capital Management
Massachusetts
$115M +$28.8M +161,832 +38%
Alyeska Investment Group
23
Alyeska Investment Group
Illinois
$115M +$42.8M +240,671 +70%
Invesco
24
Invesco
Georgia
$114M -$102M -570,840 -50%
T. Rowe Price Investment Management
25
T. Rowe Price Investment Management
Maryland
$112M +$44.2M +248,133 +77%

MDB Hedge Fund Activity: Q4 2022 in Review

521 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q4 2022, worth a combined $12.2B — down 0.62% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new MDB positions and 74 closed out — a net gain of 19 holders — while 216 added to existing stakes and 155 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $181M. The largest seller was Capital World Investors, cutting an estimated $505M.

  • 521 institutional investors held MongoDB (MDB) as of Q4 2022, up from 507 in Q3 2022.
  • Funds reported $12.2B of MongoDB stock for Q4 2022, down 0.62% quarter-over-quarter.
  • 93 funds opened new MongoDB positions in Q4 2022 and 74 closed out, a net change of +19 holders.
  • The largest MongoDB buyer in Q4 2022 was 1832 Asset Management, an estimated $181M added.
  • The largest MongoDB seller in Q4 2022 was Capital World Investors, an estimated $505M sold.

Based on aggregated 13F filings for Q4 2022.