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161 hedge funds and large institutions have $2.14B invested in MongoDB in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more capital invested

Capital invested by funds: $1.08B → $2.14B (+$1.06B)

45% more call options, than puts

Call options by funds: $60.4M | Put options by funds: $41.6M

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 147161 (+14)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

4.91% less ownership

Funds ownership: 88.33%83.42% (-4.9%)

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
3.68%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
59
Increased
41
Reduced
45
Closed
44
Calls
$60.4M
Puts
$41.6M
Net Calls
+$18.8M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
76
Wolverine Trading
Illinois
$1.37M +$1.12M +16,821 New
LPL Financial
77
LPL Financial
California
$1.33M -$2.13K -32 -0.2%
AFC
78
AFT Forsyth & Company
Florida
$1.31M -$275K -4,125 -20%
WJA
79
Williams Jones & Associates
New York
$1.3M -$367K -5,500 -26%
Walleye Trading
80
Walleye Trading
New York
$1.19M +$972K +14,589 New
WA
81
Winfield Associates
Ohio
$1.12M +$273K +4,100 +42%
Goldman Sachs
82
Goldman Sachs
New York
$1.12M -$3.35M -50,324 -79%
PPA
83
Parametric Portfolio Associates
Washington
$1.05M -$1.01M -15,109 -54%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$1.03M +$842K +12,626 New
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$839K -$1.02M -15,321 -60%
Nomura Holdings
86
Nomura Holdings
Japan
$827K +$698K +10,470 New
IR
87
Invictus RG
Bermuda
$825K +$674K +10,111 New
CM
88
Caption Management
Oklahoma
$815K +$667K +10,000 New
SC
89
Slow Capital
California
$794K +$19.6K +294 +3%
CG
90
Cutler Group
California
$669K +$407K +6,109 +291%
GAM
91
Gotham Asset Management
New York
$634K +$519K +7,779 New
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$609K +$403K +6,050 +428%
OAM
93
Oxford Asset Management
United Kingdom
$603K -$5.39M -80,835 -91%
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$569K +$412K +6,181 +757%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$502K -$16.7K -250 -4%
JRP
96
Jasper Ridge Partners
California
$485K +$396K +5,946 New
GC
97
Guggenheim Capital
Illinois
$471K +$385K +5,770 New
GAM
98
Griffin Asset Management
New York
$468K +$383K +5,740 New
SWP
99
Stratos Wealth Partners
Ohio
$458K -$67.4K -1,011 -15%
BFEC
100
Benjamin F. Edwards & Company
Missouri
$436K +$86.7K +1,300 +32%

MDB Hedge Fund Activity: Q3 2018 in Review

161 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q3 2018, worth a combined $2.14B — up 99% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MDB positions and 44 closed out — a net gain of 15 holders — while 41 added to existing stakes and 45 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $161M. The largest seller was Corvex Management, cutting an estimated $22.2M.

  • 161 institutional investors held MongoDB (MDB) as of Q3 2018, up from 147 in Q2 2018.
  • Funds reported $2.14B of MongoDB stock for Q3 2018, up 99% quarter-over-quarter.
  • 59 funds opened new MongoDB positions in Q3 2018 and 44 closed out, a net change of +15 holders.
  • The largest MongoDB buyer in Q3 2018 was Fidelity Investments, an estimated $161M added.
  • The largest MongoDB seller in Q3 2018 was Corvex Management, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2018.