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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
ASC
76
Atalanta Sosnoff Capital
New York
$4.6M +$4.98M +33,699 New
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$4.59M +$2.25M +15,237 +71%
Parallax Volatility Advisers
78
Parallax Volatility Advisers
California
$4.59M +$2.67M +18,114 +117%
HLA
79
Hamilton Lane Advisors
Pennsylvania
$4.54M -$1.64M -11,089 -25%
PCA
80
Personal Capital Advisors
California
$4.47M -$679K -4,600 -12%
State of New Jersey Common Pension Fund D
81
State of New Jersey Common Pension Fund D
New Jersey
$4.33M
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$4.32M -$355K -2,401 -7%
SPC
83
Stony Point Capital
New York
$4.05M
PP
84
Paloma Partners
Connecticut
$4M +$3.86M +26,134 +824%
ZCI
85
Zevenbergen Capital Investments
Washington
$3.95M +$1.14M +7,705 +36%
SSA
86
Schonfeld Strategic Advisors
New York
$3.92M +$4.24M +28,692 New
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$3.88M +$1.19M +8,080 +40%
UBS Group
88
UBS Group
Switzerland
$3.85M -$3.27M -22,161 -44%
Lazard Asset Management
89
Lazard Asset Management
New York
$3.84M +$2.89M +19,570 +230%
Canada Life
90
Canada Life
Manitoba, Canada
$3.72M +$2.44M +16,514 +155%
FIM
91
Fernwood Investment Management
Massachusetts
$3.51M +$28.6K +194 +0.8%
MCM
92
Maytus Capital Management
New York
$3.41M -$2.22M -15,000 -38%
AllianceBernstein
93
AllianceBernstein
Tennessee
$3.4M +$103K +697 +3%
OPFM
94
Optimus Prime Fund Management
Cayman Islands
$3.35M +$3.38M +22,900 +1,431%
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$3.25M -$10.3M -69,879 -75%
RPI
96
Railway Pension Investments
United Kingdom
$3.14M
CCP
97
Cardan Capital Partners
Colorado
$3.1M -$83K -562 -2%
Asset Management One
98
Asset Management One
Japan
$2.99M +$50.4K +341 +2%
Simplex Trading
99
Simplex Trading
Illinois
$2.73M +$2.95M +20,010 New
AC
100
Alexandria Capital
Virginia
$2.63M -$120K -810 -4%

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.