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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
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$130M -$57.9M -187,297 -34%
Bank of America
27
Bank of America
North Carolina
$128M +$11.2M +36,182 +11%
Goldman Sachs
28
Goldman Sachs
New York
$124M +$6.68M +21,613 +7%
Northern Trust
29
Northern Trust
Illinois
$119M -$785K -2,537 -0.8%
SIM
30
SRS Investment Management
New York
$119M -$5.77M -18,670 -5%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$117M +$41.5M +134,064 +70%
Legal & General Group
32
Legal & General Group
United Kingdom
$107M +$6.07M +19,614 +7%
FCM
33
Frontier Capital Management
Massachusetts
$105M +$11.1M +35,734 +14%
N
34
Nuveen
North Carolina
$102M -$8.18M -26,435 -9%
Charles Schwab
35
Charles Schwab
California
$98.1M +$4.24M +13,703 +5%
Citadel Advisors
36
Citadel Advisors
Florida
$81.6M -$80.7M -261,083 -54%
Swiss National Bank
37
Swiss National Bank
Switzerland
$80M +$5.38M +17,406 +9%
Korea Investment Corp
38
Korea Investment Corp
South Korea
$76.3M +$1.26M +4,068 +2%
Millennium Management
39
Millennium Management
New York
$72.6M -$35M -113,188 -36%
NAMA
40
Nikko Asset Management Americas
New York
$70.5M -$37.9M -122,467 -38%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$68M +$337K +1,091 +0.6%
William Blair & Company
42
William Blair & Company
Illinois
$67.8M +$5.6M +18,096 +11%
Squarepoint
43
Squarepoint
New York
$66.4M +$22.5M +72,735 +66%
CCM
44
CAAS Capital Management
New York
$65.5M +$56.1M +181,296 New
UBS AM
45
UBS AM
Illinois
$64.7M +$2.54M +8,197 +5%
MWA
46
Marshall Wace Asia
Hong Kong
$54.3M +$46.5M +150,248 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$52.2M -$5.29M -17,110 -11%
Primecap Management
48
Primecap Management
California
$51.7M
TD Asset Management
49
TD Asset Management
Ontario, Canada
$48.5M +$32.6M +105,453 +355%
AIM
50
Allen Investment Management
New York
$46.3M

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.