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MongoDB
MDB

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: 9 → 13 (+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: 303 → 357 (+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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$191M
2
BlackRock
BlackRock
New York
+$63.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$58.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$40M
5
First Trust Advisors
First Trust Advisors
Illinois
+$30.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$69.4M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$60M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$59.8M
4
Fidelity International
Fidelity International
Bermuda
-$48.6M
5
SI
SQN Investors
California
-$44.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$78.2M +$11.7M +63,065 +22%
AllianceBernstein
27
AllianceBernstein
Tennessee
$77.4M +$58.7M +317,038 +1,272%
FCM
28
Frontier Capital Management
Massachusetts
$70M -$29.3M -158,215 -34%
Northern Trust
29
Northern Trust
Illinois
$62M +$1.05M +5,661 +2%
Charles Schwab
30
Charles Schwab
California
$58.2M +$4.34M +23,438 +10%
Citadel Advisors
31
Citadel Advisors
Florida
$53M -$3.99M -21,547 -8%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$51.7M +$6.24M +33,714 +17%
N
33
Nuveen
North Carolina
$42M +$5.14M +27,767 +18%
Swiss National Bank
34
Swiss National Bank
Switzerland
$40.6M -$648K -3,500 -2%
WCA
35
Whetstone Capital Advisors
Kansas
$38M -$445K -2,404 -1%
Citigroup
36
Citigroup
New York
$37.1M -$2.05M -11,077 -6%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$37.1M +$1.76M +9,519 +6%
Westfield Capital Management
38
Westfield Capital Management
Massachusetts
$35.9M +$29.4M +158,550 New
William Blair & Company
39
William Blair & Company
Illinois
$35.9M +$28.4M +153,388 +3,063%
AIM
40
Allen Investment Management
New York
$35.4M -$906K -4,890 -3%
Legal & General Group
41
Legal & General Group
United Kingdom
$34.6M +$894K +4,827 +3%
Barclays
42
Barclays
United Kingdom
$32.3M -$24M -129,344 -48%
UBS AM
43
UBS AM
Illinois
$31M -$1.72M -9,288 -6%
CS
44
Credit Suisse
Switzerland
$30.6M +$12.8M +69,042 +104%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$28.7M +$363K +1,960 +2%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$27M +$19.1M +103,210 +650%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$24.7M +$15.8M +85,234 +358%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$23M +$2.89M +15,610 +18%
BG
49
Bollard Group
Massachusetts
$22.8M – – –
Ameriprise
50
Ameriprise
Minnesota
$21.1M +$2.52M +13,592 +17%
1
2
3 4 5

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.