MongoDB
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.
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: 10 → 11 (+1)
6.52% more ownership
Funds ownership: 87.28% → 93.8% (+6.5%)
1% less funds holding
Funds holding: 466 → 462 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.17B |
| 2 |
Morgan Stanley
New York
|
+$200M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$179M |
| 4 |
JP Morgan Chase
New York
|
+$158M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$144M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$211M |
| 2 |
D.E. Shaw & Co
New York
|
-$86.1M |
| 3 |
Holocene Advisors
New York
|
-$84.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$80.7M |
| 5 |
Renaissance Technologies
New York
|
-$62.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAM
526
McCarthy Asset Management
Redwood Shores,
California
| – | -$22K | -84 | Closed |
|
|
HFS
527
HBC Financial Services
Seattle,
Washington
| – | -$11.8K | -38 | -76% |
|
528
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$10K | -38 | Closed |
|
|
SBL
529
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$9K | -35 | Closed |
|
|
AS
530
Altshuler Shaham
Tel Aviv,
Israel
| – | -$5K | -20 | Closed |
|
|
GAM
531
Grandview Asset Management
Harrisburg,
Pennsylvania
| – | -$5K | -17 | Closed |
|
|
IAIM
532
International Assets Investment Management
Orlando,
Florida
| – | -$4K | -10 | Closed |
|
|
JWM
533
Janiczek Wealth Management
Denver,
Colorado
| – | -$1K | -5 | Closed |
|
|
ADIM
534
Alpha DNA Investment Management
Columbia,
Maryland
| – | -$1K | -4 | Closed |
|
|
T2I
535
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| – | -$1K | -4 | 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.