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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
LNWWM
376
Laird Norton Wetherby Wealth Management
California
$215K -$306K -988 -62%
DILIC
377
Dai-ichi Life Insurance Company
Japan
$213K +$182K +588 New
AII
378
AGF Investments Inc
Ontario, Canada
$210K +$7.42K +24 +4%
CAM
379
Concorde Asset Management
Michigan
$209K -$149K -483 -46%
AWM
380
Aevitas Wealth Management
Massachusetts
$208K +$178K +575 New
Cerity Partners
381
Cerity Partners
New York
$201K +$172K +555 New
TSS
382
Two Sigma Securities
New York
$201K +$172K +557 New
SO
383
STRS Ohio
Ohio
$195K
VNA
384
Valley National Advisers
Pennsylvania
$186K -$117K -378 -42%
LWCFA
385
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$151K +$130K +419 New
LWANC
386
Laurel Wealth Advisors (North Carolina)
North Carolina
$119K
APA
387
American Portfolios Advisors
New York
$119K
TWA
388
TCI Wealth Advisors
Arizona
$115K -$33.7K -109 -26%
EMFAT
389
Emerald Mutual Fund Advisers Trust
Pennsylvania
$111K +$94.6K +306 New
TWM
390
Tradition Wealth Management
Minnesota
$110K +$93.7K +303 New
S
391
SignatureFD
Georgia
$109K +$15.8K +51 +20%
IA
392
IFP Advisors
Florida
$98K
CFGS
393
Concourse Financial Group Securities
Alabama
$89K +$3.4K +11 +5%
Baillie Gifford & Co
394
Baillie Gifford & Co
United Kingdom
$86K -$4.33K -14 -6%
FPS
395
Fieldpoint Private Securities
Connecticut
$83K -$619 -2 -0.9%
SOW
396
State of Wyoming
Wyoming
$80K +$23.2K +75 +52%
SCA
397
Stonebridge Capital Advisors
Minnesota
$71K +$40.2K +130 +144%
PCM
398
Penserra Capital Management
California
$66K +$15.8K +51 +38%
Robeco Institutional Asset Management
399
Robeco Institutional Asset Management
Netherlands
$57K
SPIA
400
Steward Partners Investment Advisory
New York
$51K -$167K -540 -79%

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.