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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
WAM
351
World Asset Management
Michigan
$303K -$19.8K -64 -7%
BMSSC
352
B. Metzler seel. Sohn & Co
Germany
$299K -$266K -861 -51%
PCM
353
Princeton Capital Management
New Jersey
$291K +$249K +806 New
FMT
354
First Mercantile Trust
Tennessee
$285K +$28.8K +93 +13%
RFC
355
Regions Financial Corp
Alabama
$283K +$242K +784 New
SWM
356
Spire Wealth Management
Virginia
$281K -$32.8K -106 -12%
CAN
357
Cetera Advisor Networks
California
$279K +$238K +771 New
TCM
358
Teza Capital Management
Illinois
$274K +$235K +759 New
AIM
359
Aigen Investment Management
New York
$269K -$6.06M -19,605 -96%
PA
360
Parallel Advisors
California
$260K +$203K +658 +1,079%
EWA
361
Evolution Wealth Advisors
Florida
$260K +$222K +719 New
GT
362
Glenmede Trust
Pennsylvania
$257K -$212K -684 -49%
CWM
363
Cornerstone Wealth Management
Missouri
$256K +$219K +707 New
BWP
364
Baldwin Wealth Partners
Massachusetts
$253K
UCFA
365
United Capital Financial Advisors
Texas
$249K -$94.3K -305 -31%
CT
366
Chicago Trust
Illinois
$248K +$212K +685 New
FP
367
Financial Perspectives
Minnesota
$246K -$55.8M -180,370 -100%
Brown Advisory
368
Brown Advisory
Maryland
$236K +$202K +652 New
DJYG
369
David J. Yvars Group
Florida
$235K +$201K +650 New
EH
370
Equitable Holdings
New York
$231K -$64.9K -210 -25%
AGA
371
Accuvest Global Advisors
Utah
$222K +$190K +614 New
KAS
372
Kestra Advisory Services
Texas
$221K -$199K -643 -51%
Fifth Third Bancorp
373
Fifth Third Bancorp
Ohio
$218K -$2.47K -8 -1%
Janney Montgomery Scott
374
Janney Montgomery Scott
Pennsylvania
$218K +$187K +604 New
NCM
375
Northside Capital Management
Oregon
$217K +$186K +600 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.