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228 hedge funds and large institutions have $5.35B invested in MongoDB in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 64 increasing their positions, 68 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 34

88% more capital invested

Capital invested by funds: $2.85B → $5.35B (+$2.5B)

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

21% more funds holding

Funds holding: 188228 (+40)

4.15% more ownership

Funds ownership: 96.2%100.35% (+4.1%)

6% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 68

29% less call options, than puts

Call options by funds: $197M | Put options by funds: $279M

Holders
228
Holders Change
+40
Holders Change %
+21.28%
% of All Funds
4.94%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
75
Increased
64
Reduced
68
Closed
34
Calls
$197M
Puts
$279M
Net Calls
-$82M
Net Calls Change
-$93.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
101
Man Group
United Kingdom
$1.34M +$321K +3,125 +52%
Lazard Asset Management
102
Lazard Asset Management
New York
$1.3M -$1.52M -14,800 -63%
NIPH
103
NN Investment Partners Holdings
Netherlands
$1.24M +$863K +8,410 New
HLA
104
Hamilton Lane Advisors
Pennsylvania
$1.2M -$924K -9,000 -52%
MCIM
105
Meadow Creek Investment Management
Georgia
$1.18M +$109K +1,064 +15%
EI
106
EAM Investors
California
$1.11M -$1.16M -11,322 -60%
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$1.05M -$124K -1,209 -15%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$1.03M +$410K +4,000 +133%
Balyasny Asset Management
109
Balyasny Asset Management
Illinois
$980K +$684K +6,665 New
Legal & General Group
110
Legal & General Group
United Kingdom
$969K +$677K +6,594 New
GC
111
Grace Capital
Massachusetts
$956K -$61.6K -600 -8%
BCM
112
BlueCrest Capital Management
Jersey
$955K -$538K -5,238 -45%
AWM
113
Affinity Wealth Management
Delaware
$953K +$71.1K +693 +12%
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$943K -$2.74M -26,674 -81%
Mirae Asset Global Investments
115
Mirae Asset Global Investments
South Korea
$938K -$54.6K -532 -8%
EP
116
Elkfork Partners
Oregon
$928K +$85.8K +836 +15%
OSIA
117
O'Shares Investment Advisers
Massachusetts
$925K +$646K +6,294 New
JRP
118
Jasper Ridge Partners
California
$874K
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$868K +$69.9K +681 +13%
WJA
120
Williams Jones & Associates
New York
$845K -$898K -8,750 -60%
WTC
121
WhitTier Trust Company
Nevada
$845K +$157K +1,530 +36%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$835K +$227K +2,209 +2,209%
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$831K -$25.7K -250 -4%
BFEC
124
Benjamin F. Edwards & Company
Missouri
$748K -$10.3K -100 -2%
XWM
125
Xcel Wealth Management
Florida
$736K +$514K +5,008 New

MDB Hedge Fund Activity: Q1 2019 in Review

228 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q1 2019, worth a combined $5.35B — up 88% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MDB positions and 34 closed out — a net gain of 41 holders — while 64 added to existing stakes and 68 trimmed.

The largest buyer was Capital World Investors, adding an estimated $131M. The largest seller was American Century Companies, cutting an estimated $67.2M.

  • 228 institutional investors held MongoDB (MDB) as of Q1 2019, up from 188 in Q4 2018.
  • Funds reported $5.35B of MongoDB stock for Q1 2019, up 88% quarter-over-quarter.
  • 75 funds opened new MongoDB positions in Q1 2019 and 34 closed out, a net change of +41 holders.
  • The largest MongoDB buyer in Q1 2019 was Capital World Investors, an estimated $131M added.
  • The largest MongoDB seller in Q1 2019 was American Century Companies, an estimated $67.2M sold.

Based on aggregated 13F filings for Q1 2019.