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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
BAM
126
Belpointe Asset Management
Nevada
$110K +$90.1K +1,352 New
TC
127
Truvestments Capital
Florida
$106K +$86.7K +1,300 New
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$102K -$2.56M -38,460 -97%
AWM
129
Aevitas Wealth Management
Massachusetts
$82K
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$71K +$58K +870 New
AG
131
Advisor Group
Arizona
$70K +$30.3K +455 +115%
OIA
132
OneDigital Investment Advisors
Kansas
$65K +$53.3K +800 New
RCAG
133
Rehmann Capital Advisory Group
Michigan
$62.1K +$47.7K +716 +1,557%
Citigroup
134
Citigroup
New York
$48K -$30.5K -458 -44%
SF
135
Synovus Financial
Georgia
$42K +$34.4K +516 New
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$36.6K +$7.13K +107 +31%
US Bancorp
137
US Bancorp
Minnesota
$33K +$667 +10 +3%
JA
138
JOYN Advisors
Georgia
$33K +$13.3K +200 +100%
RE
139
RBC Europe
United Kingdom
$32.6K
VFA
140
Valeo Financial Advisors
Indiana
$26K +$10K +150 +86%
RFC
141
Regions Financial Corp
Alabama
$20K +$16.7K +250 New
TDC
142
Thompson Davis & Co
Virginia
$20K +$16.7K +250 New
BDWM
143
Brewin Dolphin Wealth Management
Ireland
$18.3K +$15K +225 New
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$16K +$13.3K +200 New
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$14K
APA
146
American Portfolios Advisors
New York
$13.9K
JCM
147
Jacobi Capital Management
Pennsylvania
$12K
IA
148
IFP Advisors
Florida
$10K -$22K -330 -73%
CCA
149
Catalyst Capital Advisors
New York
$8K -$6.67K -100 -50%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$8K

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.