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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
Treasurer of the State of North Carolina
101
Treasurer of the State of North Carolina
North Carolina
$2.49M +$1.1M +7,420 +69%
CFG
102
Capstone Financial Group
Oklahoma
$2.45M -$356K -2,414 -12%
CCP
103
Clough Capital Partners
Massachusetts
$2.41M -$1.81M -12,270 -41%
PAMU
104
Pictet Asset Management (UK)
United Kingdom
$2.38M +$487K +3,300 +23%
PPA
105
Parametric Portfolio Associates
Washington
$2.31M -$1.74M -11,750 -41%
EAMA
106
EFG Asset Management (Americas)
Florida
$2.24M -$33.2K -225 -1%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.23M +$330K +2,238 +16%
AWM
108
AE Wealth Management
Kansas
$2.17M -$235K -1,590 -9%
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$2.17M -$3.84M -25,973 -62%
ERSOT
110
Employees Retirement System of Texas
Texas
$2.09M +$295K +2,000 +15%
XWM
111
Xcel Wealth Management
Florida
$2.09M -$401K -2,718 -15%
LPL Financial
112
LPL Financial
California
$2.08M -$48.4K -328 -2%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$2.07M -$32K -217 -1%
ACI
114
AMP Capital Investors
Australia
$2.06M -$590K -3,994 -21%
GC
115
Grace Capital
Massachusetts
$2.05M +$14.8K +100 +0.7%
MAM
116
Morse Asset Management
Connecticut
$1.96M +$1.2M +8,095 +129%
LCG
117
Lisanti Capital Growth
New York
$1.85M +$2M +13,525 New
FAF
118
Fjarde Ap-fonden
Sweden
$1.8M -$1.11M -7,500 -36%
Osaic Holdings
119
Osaic Holdings
Arizona
$1.79M +$12.1M +81,933 New
Tudor Investment Corp
120
Tudor Investment Corp
Connecticut
$1.79M -$2.52M -17,044 -57%
CIA
121
Capital Impact Advisors
Massachusetts
$1.78M +$97.8K +662 +5%
TFA
122
Teamwork Financial Advisors
Texas
$1.78M -$626K -4,236 -25%
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$1.76M +$1.91M +12,903 New
HSBC Holdings
124
HSBC Holdings
United Kingdom
$1.76M -$203K -1,375 -10%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$1.72M +$555K +3,758 +42%

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.