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303 hedge funds and large institutions have $6.76B invested in MongoDB in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 105 increasing their positions, 91 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

15% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 91

8% more capital invested

Capital invested by funds: $6.25B → $6.76B (+$512M)

4% more funds holding

Funds holding: 291303 (+12)

1.85% more ownership

Funds ownership: 99.45%101.29% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

7% less call options, than puts

Call options by funds: $235M | Put options by funds: $254M

Holders
303
Holders Change
+12
Holders Change %
+4.12%
% of All Funds
6.68%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
60
Increased
105
Reduced
91
Closed
44
Calls
$235M
Puts
$254M
Net Calls
-$18.6M
Net Calls Change
-$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$38.5M +$4.73M +32,031 +13%
Barclays
27
Barclays
United Kingdom
$37.2M +$30.6M +207,027 +318%
Northern Trust
28
Northern Trust
Illinois
$36.6M +$2.91M +19,694 +8%
Citadel Advisors
29
Citadel Advisors
Florida
$34.9M -$4.75M -32,179 -11%
Charles Schwab
30
Charles Schwab
California
$31.9M +$2.83M +19,151 +9%
Holocene Advisors
31
Holocene Advisors
New York
$30.4M +$18.5M +125,507 +129%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$26.6M +$3.95M +26,715 +16%
Swiss National Bank
33
Swiss National Bank
Switzerland
$25M +$7.47M +50,600 +38%
Citigroup
34
Citigroup
New York
$23.9M +$23.3M +157,961 +917%
WCA
35
Whetstone Capital Advisors
Kansas
$23.3M -$3.85M -26,100 -13%
AIM
36
Allen Investment Management
New York
$22M -$954K -6,460 -4%
N
37
Nuveen
North Carolina
$21.6M +$1.19M +8,035 +5%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$21.1M +$1.44M +9,755 +7%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$20.8M -$2.59M -17,524 -10%
Legal & General Group
40
Legal & General Group
United Kingdom
$20.2M +$4.67M +31,630 +27%
UBS AM
41
UBS AM
Illinois
$20M +$3.84M +26,016 +22%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$17M +$18M +121,941 +4,335%
CM
43
Castleark Management
Illinois
$16.4M +$4.42M +29,900 +33%
BG
44
Bollard Group
Massachusetts
$13.8M
Renaissance Technologies
45
Renaissance Technologies
New York
$13.3M +$14.4M +97,300 New
CCM
46
Cota Capital Management
California
$13.2M -$6.3M -42,660 -31%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$11.9M -$1.56M -10,584 -11%
EAM
48
Eventide Asset Management
Massachusetts
$11.7M -$960K -6,500 -7%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$11.7M +$12.7M +85,889 New
PM
50
Pembroke Management
Quebec, Canada
$11.6M -$1.11M -7,524 -8%

MDB Hedge Fund Activity: Q1 2020 in Review

303 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q1 2020, worth a combined $6.76B — up 8.2% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MDB positions and 44 closed out — a net gain of 16 holders — while 105 added to existing stakes and 91 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $189M. The largest seller was Fidelity Investments, cutting an estimated $157M.

  • 303 institutional investors held MongoDB (MDB) as of Q1 2020, up from 291 in Q4 2019.
  • Funds reported $6.76B of MongoDB stock for Q1 2020, up 8.2% quarter-over-quarter.
  • 60 funds opened new MongoDB positions in Q1 2020 and 44 closed out, a net change of +16 holders.
  • The largest MongoDB buyer in Q1 2020 was Morgan Stanley, an estimated $189M added.
  • The largest MongoDB seller in Q1 2020 was Fidelity Investments, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2020.