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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
CS
76
Credit Suisse
Switzerland
$23.5M -$2.71M -8,751 -12%
BCH
77
Berkshire Capital Holdings
California
$23.1M +$19.8M +64,000 +640,000%
Stifel Financial
78
Stifel Financial
Missouri
$23M -$5.13M -16,585 -21%
Citigroup
79
Citigroup
New York
$22.6M +$8.1M +26,196 +72%
ACM
80
Atika Capital Management
New York
$21.7M +$8.01M +25,900 +76%
ZCI
81
Zevenbergen Capital Investments
Washington
$19.9M -$1.54M -4,990 -8%
WCA
82
Whetstone Capital Advisors
Kansas
$19.4M +$4.27M +13,809 +35%
Wolverine Trading
83
Wolverine Trading
Illinois
$19.3M +$7.78M +25,151 +100%
JMPWA
84
JP Morgan Private Wealth Advisors
California
$19.2M +$12.8M +41,263 +351%
UBS Group
85
UBS Group
Switzerland
$18M -$1.13M -3,655 -7%
PAMP
86
Polar Asset Management Partners
Ontario, Canada
$17.7M -$356K -1,150 -2%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$17.7M -$760K -2,459 -5%
PPA
88
Parametric Portfolio Associates
Washington
$17.4M +$3.61M +11,679 +32%
Canada Life
89
Canada Life
Manitoba, Canada
$16.1M -$1.07M -3,449 -7%
OPFM
90
Optimus Prime Fund Management
Cayman Islands
$16M
CLCM
91
Center Lake Capital Management
Florida
$15.5M +$448K +1,450 +3%
WC
92
Westwind Capital
New Mexico
$15.5M +$163K +527 +1%
AP
93
Archon Partners
New Jersey
$15.2M -$1.93M -6,256 -13%
CIBC Asset Management
94
CIBC Asset Management
Ontario, Canada
$14.7M +$11.9M +38,412 +1,770%
Blackstone Inc
95
Blackstone Inc
New York
$14.5M +$12.4M +40,000 New
Principal Financial Group
96
Principal Financial Group
Iowa
$13.8M -$130K -420 -1%
WT
97
Whittier Trust
California
$12.1M +$627K +2,026 +6%
Voloridge Investment Management
98
Voloridge Investment Management
Florida
$12M -$1.89M -6,101 -16%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$11.8M +$315K +1,018 +3%
Macquarie Group
100
Macquarie Group
Australia
$11.8M +$5.92M +19,141 +142%

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.