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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
TC
301
Truvestments Capital
Florida
$119K +$83.7K +452 +611%
SF
302
Synovus Financial
Georgia
$117K
TWA
303
TCI Wealth Advisors
Arizona
$115K -$370 -2 -0.4%
LS
304
Livforsakringsbolaget Skandia
Sweden
$113K
HIIFS
305
Harel Insurance Investments & Financial Services
Israel
$113K +$92.6K +500 New
LWCFA
306
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$93K
VFA
307
Valeo Financial Advisors
Indiana
$89K
VNA
308
Valley National Advisers
Pennsylvania
$86K
APA
309
American Portfolios Advisors
New York
$72.4K -$3.7K -20 -6%
ETC
310
Exchange Traded Concepts
Oklahoma
$61K +$50.2K +271 New
CTC
311
Central Trust Company
Missouri
$51K
DCM
312
Dupont Capital Management
Delaware
$51K +$41.5K +224 New
RE
313
RBC Europe
United Kingdom
$45.9K +$19.1K +103 +103%
FANJ
314
Financial Architects (New Jersey)
New Jersey
$45K
NIT
315
NumerixS Investment Technologies
British Columbia, Canada
$45K +$37K +200 New
EDRH
316
Edmond de Rothschild Holding
Switzerland
$43K -$8.52K -46 -20%
QCG
317
Quadrant Capital Group
Ohio
$42K -$10.2K -55 -23%
CFGS
318
Concourse Financial Group Securities
Alabama
$41K -$13.7K -74 -29%
S
319
SignatureFD
Georgia
$41K +$13.9K +75 +69%
PAM
320
Panagora Asset Management
Massachusetts
$36K +$29.8K +161 New
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$35K
PA
322
Procyon Advisors
Connecticut
$34K
GWMIA
323
Global Wealth Management Investment Advisory
Florida
$29K -$1.85K -10 -7%
HFM
324
Hartford Financial Management
Connecticut
$23K
SCA
325
Stonebridge Capital Advisors
Minnesota
$23K +$9.26K +50 +100%

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.