We are live on ! Find out more

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
Ameriprise
51
Ameriprise
Minnesota
$10.8M +$709K +4,799 +6%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$10.6M +$39.9K +270 +0.3%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$10M -$132K -896 -1%
AQR Capital Management
54
AQR Capital Management
Connecticut
$9.56M +$4.69M +31,786 +83%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$9.19M -$544K -3,687 -5%
Deutsche Bank
56
Deutsche Bank
Germany
$9.07M -$7.56M -51,178 -44%
CS
57
Credit Suisse
Switzerland
$9.03M +$4M +27,060 +69%
AAI
58
Aequim Alternative Investments
California
$9.01M
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$8.77M +$9.48M +64,228 New
WC
60
Westwind Capital
New Mexico
$8M +$344K +2,328 +4%
Stifel Financial
61
Stifel Financial
Missouri
$7.83M +$2.44M +16,493 +40%
ACM
62
Atika Capital Management
New York
$7.71M -$73.8K -500 -0.9%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$7.36M +$1.24M +8,388 +18%
Wellington Management Group
64
Wellington Management Group
Massachusetts
$6.63M -$970K -6,567 -12%
AP
65
Archon Partners
New Jersey
$6.62M +$3.77M +25,500 +111%
APG Asset Management
66
APG Asset Management
Netherlands
$6.32M +$3.75M +25,400 +121%
DLCIG
67
D.L. Carlson Investment Group
New Hampshire
$6.23M +$1.99M +13,497 +42%
RCM
68
Ratan Capital Management
Florida
$6.2M +$591K +4,004 +10%
Ensign Peak Advisors
69
Ensign Peak Advisors
Utah
$6.03M +$1.51M +10,227 +30%
Millennium Management
70
Millennium Management
New York
$5.95M +$193K +1,306 +3%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$5.92M +$1.87M +12,670 +41%
LFDLE
72
La Financiere de L'Echiquier
France
$5.77M +$2.69M +18,240 +76%
WT
73
Whittier Trust
California
$5.74M +$320K +2,168 +5%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$5.51M +$115K +777 +2%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$4.78M -$19.2M -129,903 -79%

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.