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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
SG Americas Securities
101
SG Americas Securities
New York
$423K +$346K +5,186 New
MSU
102
Mizuho Securities USA
New York
$359K +$293K +4,400 New
FHAM
103
Folger Hill Asset Management
New York
$351K +$287K +4,300 New
TI
104
Trexquant Investment
Connecticut
$338K +$276K +4,142 New
VF
105
Virtu Financial
New York
$321K -$300K -4,494 -53%
PWM
106
Perigon Wealth Management
California
$309K -$57.2K -858 -18%
WTC
107
WhitTier Trust Company
Nevada
$309K +$32.7K +490 +15%
CAN
108
Cetera Advisor Networks
California
$300K +$247K +3,700 New
USAA
109
United Services Automobile Association
Texas
$294K +$240K +3,605 New
QC
110
Quadrature Capital
United Kingdom
$288K -$742K -11,136 -76%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$287K +$235K +3,529 New
William Blair & Company
112
William Blair & Company
Illinois
$269K +$220K +3,300 New
OAM
113
Oppenheimer Asset Management
New York
$253K -$127K -1,898 -38%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$252K +$206K +3,091 New
TBA
115
Tower Bridge Advisors
Pennsylvania
$245K -$108K -1,624 -35%
CSS
116
Cubist Systematic Strategies
Connecticut
$235K +$192K +2,878 New
N
117
Natixis
France
$233K +$191K +2,863 New
Squarepoint
118
Squarepoint
New York
$229K +$187K +2,808 New
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$226K -$1K -15 -0.5%
PAG
120
Private Advisor Group
New Jersey
$216K +$177K +2,650 New
TPWA
121
TRUE Private Wealth Advisors
Oregon
$182K +$149K +2,231 New
New York State Common Retirement Fund
122
New York State Common Retirement Fund
New York
$180K -$76.1K -1,142 -34%
GWM
123
Geneos Wealth Management
Colorado
$179K +$147K +2,200 New
PIM
124
Partner Investment Management
California
$133K +$109K +1,637 New
P8IP
125
Pier 88 Investment Partners
California
$111K -$45K -675 -33%

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.