We are live on ! Find out more
MDB icon

MongoDB
MDB

357 hedge funds and large institutions have $11.6B invested in MongoDB in 2020 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 127 increasing their positions, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 41

71% more capital invested

Capital invested by funds: $6.76B → $11.6B (+$4.8B)

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

40% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 91

23% more call options, than puts

Call options by funds: $530M | Put options by funds: $431M

18% more funds holding

Funds holding: 303 → 357 (+54)

0.4% less ownership

Funds ownership: 101.29% → 100.9% (-0.4%)

Holders
357
Holders Change
+54
Holders Change %
+17.82%
% of All Funds
7.32%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.27%
New
96
Increased
127
Reduced
91
Closed
41
Calls
$530M
Puts
$431M
Net Calls
+$98.8M
Net Calls Change
+$117M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$191M
2
BlackRock
BlackRock
New York
+$63.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$58.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$40M
5
First Trust Advisors
First Trust Advisors
Illinois
+$30.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$69.4M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$60M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$59.8M
4
Fidelity International
Fidelity International
Bermuda
-$48.6M
5
SI
SQN Investors
California
-$44.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
101
Alexandria Capital
Virginia
$4.56M +$162K +872 +5%
AQR Capital Management
102
AQR Capital Management
Connecticut
$4.54M -$9.22M -49,789 -71%
ACM
103
Alight Capital Management
New York
$4.53M +$3.7M +20,000 New
PJB
104
Paul John Balson
California
$4.52M +$1.5M +8,077 +68%
LPL Financial
105
LPL Financial
California
$4.36M +$741K +3,999 +26%
CM
106
Castleark Management
Illinois
$4.35M -$18.7M -100,880 -84%
Treasurer of the State of North Carolina
107
Treasurer of the State of North Carolina
North Carolina
$4.3M +$146K +790 +4%
YCMGA
108
York Capital Management Global Advisors
New York
$4.27M +$3.49M +18,864 New
NIPH
109
NN Investment Partners Holdings
Netherlands
$4.14M +$3.39M +18,308 New
TG
110
TCW Group
California
$4.1M +$3.35M +18,111 New
AC
111
Athanor Capital
New York
$4.07M +$3.33M +17,966 New
ACI
112
AMP Capital Investors
Australia
$3.99M +$558K +3,012 +20%
PAMU
113
Pictet Asset Management (UK)
United Kingdom
$3.87M -$55.6K -300 -2%
Jane Street
114
Jane Street
New York
$3.75M +$3.06M +16,547 New
VOYA Investment Management
115
VOYA Investment Management
Georgia
$3.65M +$181K +977 +6%
CG
116
Cutler Group
California
$3.63M +$2.65M +14,320 +823%
AAF
117
Andra AP-fonden
Sweden
$3.58M +$759K +4,100 +35%
CFG
118
Capstone Financial Group
Oklahoma
$3.55M -$407K -2,200 -12%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.53M -$140K -754 -5%
AG
120
Aperio Group
California
$3.5M +$1.19M +6,441 +71%
OSIA
121
O'Shares Investment Advisers
Massachusetts
$3.49M +$1.98M +10,716 +228%
WTC
122
WhitTier Trust Company
Nevada
$3.49M +$607K +3,279 +27%
EGM
123
Engineers Gate Manager
New York
$3.48M +$2.84M +15,351 New
ERSOT
124
Employees Retirement System of Texas
Texas
$3.46M – – –
MAM
125
Morse Asset Management
Connecticut
$3.41M +$126K +680 +5%
3 4
5
6 7

MDB Hedge Fund Activity: Q2 2020 in Review

357 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2020, worth a combined $11.6B — up 71% from $6.76B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new MDB positions and 41 closed out — a net gain of 55 holders — while 127 added to existing stakes and 91 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $69.4M.

  • 357 institutional investors held MongoDB (MDB) as of Q2 2020, up from 303 in Q1 2020.
  • Funds reported $11.6B of MongoDB stock for Q2 2020, up 71% quarter-over-quarter.
  • 96 funds opened new MongoDB positions in Q2 2020 and 41 closed out, a net change of +55 holders.
  • The largest MongoDB buyer in Q2 2020 was T. Rowe Price Associates, an estimated $191M added.
  • The largest MongoDB seller in Q2 2020 was Fidelity Investments, an estimated $69.4M sold.

Based on aggregated 13F filings for Q2 2020.