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357 hedge funds and large institutions have $11.6B invested in MongoDB in 2020 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 127 increasing their positions, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 41

71% more capital invested

Capital invested by funds: $6.76B → $11.6B (+$4.8B)

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

40% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 91

23% more call options, than puts

Call options by funds: $530M | Put options by funds: $431M

18% more funds holding

Funds holding: 303357 (+54)

0.4% less ownership

Funds ownership: 101.29%100.9% (-0.4%)

Holders
357
Holders Change
+54
Holders Change %
+17.82%
% of All Funds
7.32%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.27%
New
96
Increased
127
Reduced
91
Closed
41
Calls
$530M
Puts
$431M
Net Calls
+$98.8M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
EOJOAM
276
E. Ohman J:or Asset Management
Sweden
$226K +$185K +1,000 New
PWLP
277
Prio Wealth Limited Partnership
Massachusetts
$226K +$185K +1,000 New
Prudential Financial
278
Prudential Financial
New Jersey
$222K +$182K +980 New
IRF
279
IBM Retirement Fund
New York
$221K +$181K +977 New
Creative Planning
280
Creative Planning
Kansas
$208K +$170K +919 New
SEI Investments
281
SEI Investments
Pennsylvania
$208K +$173K +936 New
ALAM
282
Asahi Life Asset Management
Japan
$206K -$324K -1,750 -66%
EH
283
Equitable Holdings
New York
$205K -$417K -2,250 -71%
Axa
284
Axa
France
$204K +$167K +900 New
FVWA
285
Foster Victor Wealth Advisors
South Carolina
$204K +$167K +900 New
WAM
286
Wolverine Asset Management
Illinois
$203K +$166K +894 +17,880%
WS
287
Wedbush Securities
California
$201K +$165K +889 New
FDCDDQ
288
Federation des caisses Desjardins du Quebec
Quebec, Canada
$197K +$10.4K +56 +7%
US Bancorp
289
US Bancorp
Minnesota
$187K +$51.3K +277 +50%
FMT
290
First Mercantile Trust
Tennessee
$184K -$65.4K -353 -30%
SFS
291
Sowell Financial Services
Arkansas
$180K +$93K +502 +171%
KAM
292
Karani Asset Management
New York
$167K +$137K +740 New
GT
293
Glenmede Trust
Pennsylvania
$159K +$54.6K +295 +72%
BWP
294
Baldwin Wealth Partners
Massachusetts
$158K +$37K +200 +40%
Acadian Asset Management
295
Acadian Asset Management
Massachusetts
$146K +$119K +645 New
CIA
296
CSat Investment Advisory
Michigan
$138K -$5K -27 -4%
CFA
297
Carroll Financial Associates
North Carolina
$136K +$112K +604 New
FP
298
Financial Perspectives
Minnesota
$133K +$10.6K +57 +11%
TPWA
299
TRUE Private Wealth Advisors
Oregon
$131K -$64.8K -350 -38%
Rockefeller Capital Management
300
Rockefeller Capital Management
New York
$122K +$15.4K +83 +18%

MDB Hedge Fund Activity: Q2 2020 in Review

357 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2020, worth a combined $11.6B — up 71% from $6.76B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new MDB positions and 41 closed out — a net gain of 55 holders — while 127 added to existing stakes and 91 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $69.4M.

  • 357 institutional investors held MongoDB (MDB) as of Q2 2020, up from 303 in Q1 2020.
  • Funds reported $11.6B of MongoDB stock for Q2 2020, up 71% quarter-over-quarter.
  • 96 funds opened new MongoDB positions in Q2 2020 and 41 closed out, a net change of +55 holders.
  • The largest MongoDB buyer in Q2 2020 was T. Rowe Price Associates, an estimated $191M added.
  • The largest MongoDB seller in Q2 2020 was Fidelity Investments, an estimated $69.4M sold.

Based on aggregated 13F filings for Q2 2020.