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MongoDB
MDB

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: 291 → 303 (+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: 9 → 9 (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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$189M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$84.4M
3
FCM
Frontier Capital Management
Massachusetts
+$67.3M
4
JP Morgan Chase
JP Morgan Chase
New York
+$42.8M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$37.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$157M
2
Fidelity International
Fidelity International
Bermuda
-$77M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$56.9M
4
BlackRock
BlackRock
New York
-$21.9M
5
GGHC
Gilder Gagnon Howe & Co
New York
-$21.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
126
WhitTier Trust Company
Nevada
$1.66M +$316K +2,141 +21%
Bank of Nova Scotia
127
Bank of Nova Scotia
Ontario, Canada
$1.65M +$1.79M +12,092 New
PJB
128
Paul John Balson
California
$1.63M +$1.76M +11,899 New
AAMU
129
Amundi Asset Management US
Massachusetts
$1.62M +$235K +1,589 +15%
AAF
130
Andra AP-fonden
Sweden
$1.6M +$1.24M +8,400 +255%
Korea Investment Corp
131
Korea Investment Corp
South Korea
$1.6M +$1.7M +11,500 +5,750%
SAM
132
Symphony Asset Management
California
$1.54M +$1.67M +11,300 New
AB
133
Amalgamated Bank
New York
$1.51M -$18.9K -128 -1%
ASRS
134
Arizona State Retirement System
Arizona
$1.48M +$1.6M +10,839 New
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$1.48M -$252K -1,707 -14%
AIM
136
Achmea Investment Management
Netherlands
$1.43M +$546K +3,699 +54%
WA
137
Winfield Associates
Ohio
$1.4M -$407K -2,756 -21%
Bank Julius Baer & Co
138
Bank Julius Baer & Co
Switzerland
$1.39M +$1.51M +10,213 New
FCM
139
Firsthand Capital Management
California
$1.36M – – –
GIBU
140
Gulf International Bank (UK)
United Kingdom
$1.33M +$190K +1,288 +15%
Capital Fund Management (CFM)
141
Capital Fund Management (CFM)
France
$1.29M +$1.4M +9,456 New
AG
142
Aperio Group
California
$1.24M +$710K +4,805 +113%
JMPWA
143
JP Morgan Private Wealth Advisors
California
$1.23M +$727K +4,924 +120%
XK
144
Xact Kapitalforvaltning
Sweden
$1.2M – – –
SC
145
Slow Capital
California
$1.19M +$24.8K +168 +2%
DCM
146
Driehaus Capital Management
Illinois
$1.17M +$1.26M +8,541 New
FEG
147
Financial Enhancement Group
Indiana
$1.15M +$1.24M +8,424 New
EF
148
Empowered Funds
Pennsylvania
$1.12M – – –
Nomura Asset Management
149
Nomura Asset Management
Japan
$1.1M +$162K +1,100 +16%
MIH
150
Meitav Investment House
Israel
$1.08M -$338K -2,287 -22%
4 5
6
7 8

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.