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378 hedge funds and large institutions have $12.3B invested in MongoDB in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 166 increasing their positions, 87 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 87

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $11.6B → $12.3B (+$747M)

6% more funds holding

Funds holding: 357378 (+21)

2% more call options, than puts

Call options by funds: $505M | Put options by funds: $497M

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10.52% less ownership

Funds ownership: 100.9%90.37% (-11%)

Holders
378
Holders Change
+21
Holders Change %
+5.88%
% of All Funds
7.63%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
62
Increased
166
Reduced
87
Closed
40
Calls
$505M
Puts
$497M
Net Calls
+$8.45M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CMI
251
Clare Market Investments
Texas
$508K +$476K +2,195 New
CC
252
Centiva Capital
New York
$500K +$468K +2,161 New
NFG
253
Next Financial Group
Texas
$492K +$461K +2,125 New
Daiwa Securities Group
254
Daiwa Securities Group
Japan
$488K +$47.7K +220 +12%
CIBC Asset Management
255
CIBC Asset Management
Ontario, Canada
$480K +$11.3K +52 +3%
CAN
256
Cetera Advisor Networks
California
$475K +$141K +650 +46%
KA
257
Kovack Advisors
Florida
$468K
PWM
258
PRW Wealth Management
Massachusetts
$463K -$238K -1,100 -35%
AWS
259
AJ Wealth Strategies
New York
$448K +$112K +518 +37%
LFAS
260
Level Four Advisory Services
Texas
$442K +$20.4K +94 +5%
BCV
261
Banque Cantonale Vaudoise
Switzerland
$410K -$111K -511 -22%
QI
262
Qtron Investments
Massachusetts
$407K
BRWM
263
B. Riley Wealth Management
Tennessee
$401K +$77K +355 +26%
LNWWM
264
Laird Norton Wetherby Wealth Management
California
$392K -$104K -482 -22%
SC
265
Scotia Capital
Ontario, Canada
$385K +$1.08K +5 +0.3%
CRC
266
Curi RMB Capital
Illinois
$385K +$360K +1,662 New
ALAM
267
Asahi Life Asset Management
Japan
$380K +$158K +730 +80%
IRF
268
IBM Retirement Fund
New York
$378K +$142K +657 +67%
HPC
269
HM Payson & Co
Maine
$377K +$60.3K +278 +21%
MC
270
Moors & Cabot
Massachusetts
$366K -$107K -495 -24%
WCM
271
Weld Capital Management
New York
$360K +$337K +1,554 New
AII
272
AGF Investments Inc
Ontario, Canada
$354K +$331K +1,528 New
PP
273
Paloma Partners
Connecticut
$350K -$11.9M -54,778 -97%
WMSA
274
Weiss Multi-Strategy Advisers
New York
$348K -$558K -2,575 -63%
TBA
275
Tower Bridge Advisors
Pennsylvania
$347K

MDB Hedge Fund Activity: Q3 2020 in Review

378 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q3 2020, worth a combined $12.3B — up 6.5% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MDB positions and 40 closed out — a net gain of 22 holders — while 166 added to existing stakes and 87 trimmed.

The largest buyer was BlackRock, adding an estimated $296M. The largest seller was Morgan Stanley, cutting an estimated $248M.

  • 378 institutional investors held MongoDB (MDB) as of Q3 2020, up from 357 in Q2 2020.
  • Funds reported $12.3B of MongoDB stock for Q3 2020, up 6.5% quarter-over-quarter.
  • 62 funds opened new MongoDB positions in Q3 2020 and 40 closed out, a net change of +22 holders.
  • The largest MongoDB buyer in Q3 2020 was BlackRock, an estimated $296M added.
  • The largest MongoDB seller in Q3 2020 was Morgan Stanley, an estimated $248M sold.

Based on aggregated 13F filings for Q3 2020.