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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
Prudential Financial
326
Prudential Financial
New Jersey
$421K
IC
327
IEQ Capital
California
$421K +$86K +278 +31%
BFM
328
Boothbay Fund Management
New York
$405K +$346K +1,120 New
CAM
329
Cresset Asset Management
Illinois
$403K +$345K +1,114 New
SC
330
Sepio Capital
Utah
$399K -$30.9K -100 -8%
LS
331
Livforsakringsbolaget Skandia
Sweden
$398K +$186K +600 +120%
HCM
332
Hall Capital Management
Rhode Island
$396K +$339K +1,095 New
B
333
BP
United Kingdom
$394K -$156K -503 -32%
SW
334
SteelPeak Wealth
California
$394K -$99.3K -321 -23%
Vontobel Holding
335
Vontobel Holding
Switzerland
$393K -$639K -2,067 -67%
BRWM
336
B. Riley Wealth Management
Tennessee
$391K -$13.6K -44 -4%
PNC Financial Services Group
337
PNC Financial Services Group
Pennsylvania
$388K -$528K -1,707 -61%
Schroder Investment Management Group
338
Schroder Investment Management Group
United Kingdom
$387K +$332K +1,072 New
9WM
339
9258 Wealth Management
Ohio
$371K
PWLP
340
Prio Wealth Limited Partnership
Massachusetts
$362K
TBA
341
Tower Bridge Advisors
Pennsylvania
$362K
Man Group
342
Man Group
United Kingdom
$361K -$3.34M -10,798 -92%
DFCM
343
Dark Forest Capital Management
Puerto Rico
$357K +$306K +988 New
CM
344
Castleark Management
Illinois
$336K
VI
345
Vestcor Inc
New Brunswick, Canada
$329K +$281K +910 New
FVWA
346
Foster Victor Wealth Advisors
South Carolina
$325K
GTCM
347
Gyon Technologies Capital Management
New Jersey
$317K +$271K +876 New
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$309K +$114K +370 +76%
LSA
349
Leonteq Securities AG
Switzerland
$307K -$186K -600 -41%
TRCT
350
Tower Research Capital (TRC)
New York
$304K -$153K -495 -37%

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.