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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
N
501
Natixis
France
-$556K -2,079 Closed
KAM
502
Karani Asset Management
New York
-$547K -2,044 Closed
BA
503
Bellwether Advisors
Nebraska
-$538K -2,015 Closed
ASC
504
Atalanta Sosnoff Capital
New York
-$500K -1,870 Closed
PWM
505
PRW Wealth Management
Massachusetts
-$452K -1,690 Closed
Mercer Global Advisors
506
Mercer Global Advisors
Colorado
-$447K -1,670 Closed
ESCM
507
Echo Street Capital Management
New York
-$438K -1,638 Closed
PIM
508
Perpetual Investment Management
Australia
-$400K -1,500 Closed
ER
509
Enlightenment Research
Florida
-$374K -1,400 Closed
RIM
510
Redpoint Investment Management
Australia
-$367K -1,373 Closed
CRWM
511
Castle Rock Wealth Management
California
-$383K -1,248 Closed
WCM
512
Weld Capital Management
New York
-$298K -1,113 Closed
BCM
513
Bayesian Capital Management
New York
-$293K -1,095 Closed
ARTA
514
A.R.T. Advisors
New York
-$278K -1,038 Closed
GCP
515
GSA Capital Partners
United Kingdom
-$256K -957 Closed
SF
516
Symphony Financial
Texas
-$251K -847 Closed
NWA
517
Navis Wealth Advisors
New York
-$214K -800 Closed
JG
518
Jefferies Group
New York
-$209K -781 Closed
PA
519
Paragon Advisors
Texas
-$200K -748 Closed
TCWM
520
Total Clarity Wealth Management
Illinois
-$95K -355 Closed
SFS
521
Sowell Financial Services
Arkansas
-$91K -354 Closed
TWP
522
TFO Wealth Partners
Ohio
-$82K -308 Closed
WAP
523
Wealthcare Advisory Partners
Pennsylvania
-$77K -288 Closed
AIC
524
Ameritas Investment Company
Nebraska
-$53.5K -200 Closed
VFA
525
Valeo Financial Advisors
Indiana
-$49K -185 Closed

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.