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MongoDB
MDB

Overview Fund Activity

147 hedge funds and large institutions have $1.08B invested in MongoDB in 2018 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+61
Holders Change %
+70.93%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
77
Increased
38
Reduced
22
Closed
16
Calls
$21.6M
Puts
$31M
Net Calls
-$9.39M
Net Calls Change
-$10.6M

Top Buyers

1
WRCM
Whale Rock Capital Management
Massachusetts
$190M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$113M
3
Capital World Investors
Capital World Investors
California
$76.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$80.7M
5
SG
SCHF (GPE)
Wyoming
$39.6M

Top Sellers

1
BlackRock
BlackRock
New York
$29M
2
FCM
Frontier Capital Management
Massachusetts
$1.87M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70K
4
Goldman Sachs
Goldman Sachs
New York
$3.18M
5
ZP
Zimmer Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
126
Advisor Group
Arizona
$20K +$20K +395 New
RE
127
RBC Europe
United Kingdom
$19.9K +$19.9K +400 New
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$17K +$17K +342 New
Deutsche Bank
129
Deutsche Bank
Germany
$13K -$8.77K -174 -40%
RWP
130
RWA Wealth Partners
Massachusetts
$12K +$12K +248 New
VFA
131
Valeo Financial Advisors
Indiana
$11K – – –
Parallax Volatility Advisers
132
Parallax Volatility Advisers
California
$11K +$11K +229 New
HLA
133
Hamilton Lane Advisors
Pennsylvania
$11K +$11K +211,560 New
AWA
134
Acorn Wealth Advisors
Michigan
$10K – – –
CCA
135
Catalyst Capital Advisors
New York
$10K +$2.49K +50 +33%
JA
136
JOYN Advisors
Georgia
$10K +$10K +200 New
APA
137
American Portfolios Advisors
New York
$8.44K +$8.44K +170 New
SBL
138
Sargent Bickham Lagudis
Colorado
$8K +$8K +166 New
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$8K +$8K +170 New
Simplex Trading
140
Simplex Trading
Illinois
$8K +$8K +176 New
JCM
141
Jacobi Capital Management
Pennsylvania
$7K – – –
B
142
Bridgeworth
Alabama
$6K +$6K +123 New
FANJ
143
Financial Architects (New Jersey)
New Jersey
$5K +$5K +100 New
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +100 New
RCAG
145
Rehmann Capital Advisory Group
Michigan
$2.28K +$2.28K +46 New
PA
146
Parallel Advisors
California
$1K – – –
PAI
147
Pittenger & Anderson Inc
Nebraska
$1K +$1K +30 New
USG2
148
Union Square GP 2008
New York
– -$172M -3,952,405 Closed
ZP
149
Zimmer Partners
New York
– -$6.73M -155,000 Closed
AAM
150
AO Asset Management
New York
– -$4.02M -92,718 Closed
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