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462 hedge funds and large institutions have $21.1B invested in MongoDB in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 152 increasing their positions, 161 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $14.2B → $21.1B (+$6.86B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6.52% more ownership

Funds ownership: 87.28%93.8% (+6.5%)

1% less funds holding

Funds holding: 466462 (-4)

4% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 73

6% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 161

44% less call options, than puts

Call options by funds: $767M | Put options by funds: $1.37B

Holders
462
Holders Change
-4
Holders Change %
-0.86%
% of All Funds
8.04%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
70
Increased
152
Reduced
161
Closed
73
Calls
$767M
Puts
$1.37B
Net Calls
-$599M
Net Calls Change
-$263M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
276
Prudential plc
United Kingdom
$824K +$419K +1,356 +147%
KA
277
Kovack Advisors
Florida
$813K -$40.5K -131 -6%
AWS
278
AJ Wealth Strategies
New York
$805K
PAM
279
Panagora Asset Management
Massachusetts
$784K +$68.7K +222 +11%
WS
280
Wedbush Securities
California
$770K -$313K -1,012 -32%
Creative Planning
281
Creative Planning
Kansas
$769K -$973K -3,146 -60%
AIL
282
AGF Investments LLC
Ontario, Canada
$760K +$119K +385 +22%
EOJOAM
283
E. Ohman J:or Asset Management
Sweden
$759K +$340K +1,100 +110%
QI
284
Qtron Investments
Massachusetts
$753K
ANRIA
285
American National Registered Investment Advisor
Texas
$750K -$4.64K -15 -0.7%
NFG
286
Next Financial Group
Texas
$748K +$29.4K +95 +5%
RJA
287
Raymond James & Associates
Florida
$730K -$92.2K -298 -13%
FWCM
288
Ferguson Wellman Capital Management
Oregon
$723K +$619K +2,000 New
SC
289
Scotia Capital
Ontario, Canada
$717K +$53.5K +173 +10%
LCM
290
Landscape Capital Management
New Jersey
$708K +$606K +1,958 New
RIA
291
Regal Investment Advisors
Michigan
$691K +$591K +1,910 New
GC
292
Guggenheim Capital
Illinois
$663K -$122K -395 -18%
BCV
293
Banque Cantonale Vaudoise
Switzerland
$655K -$67.1K -217 -11%
CIC
294
Carnegie Investment Counsel
Ohio
$643K +$50.1K +162 +10%
DA
295
Duality Advisers
Florida
$633K -$3.56M -11,521 -87%
QSS
296
Quantitative Systematic Strategies
Florida
$607K +$287K +927 +123%
IMRF
297
Illinois Municipal Retirement Fund
Illinois
$599K
Bank of Nova Scotia
298
Bank of Nova Scotia
Ontario, Canada
$597K +$110K +356 +27%
LFAS
299
Level Four Advisory Services
Texas
$578K -$196K -635 -28%
Wealthfront Advisers
300
Wealthfront Advisers
California
$563K +$481K +1,556 New

MDB Hedge Fund Activity: Q2 2021 in Review

462 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2021, worth a combined $21.1B — up 48% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of MDB and 70 opened new positions — a net loss of 3 holders — while 161 trimmed existing stakes and 152 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.17B. The largest seller was Fidelity Investments, cutting an estimated $211M.

  • 462 institutional investors held MongoDB (MDB) as of Q2 2021, down from 466 in Q1 2021.
  • Funds reported $21.1B of MongoDB stock for Q2 2021, up 48% quarter-over-quarter.
  • 70 funds opened new MongoDB positions in Q2 2021 and 73 closed out, a net change of -3 holders.
  • The largest MongoDB buyer in Q2 2021 was T. Rowe Price Associates, an estimated $1.17B added.
  • The largest MongoDB seller in Q2 2021 was Fidelity Investments, an estimated $211M sold.

Based on aggregated 13F filings for Q2 2021.