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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
XWM
126
Xcel Wealth Management
Florida
$3.38M -$67K -362 -2%
Simplex Trading
127
Simplex Trading
Illinois
$3.31M -$998K -5,388 -27%
AAMU
128
Amundi Asset Management US
Massachusetts
$3.23M +$444K +2,398 +20%
Osaic Holdings
129
Osaic Holdings
Arizona
$3.19M -$12.6M -67,850 -83%
Federated Hermes
130
Federated Hermes
Pennsylvania
$3.18M +$2.6M +14,042 New
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$3.15M +$577K +3,114 +29%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$3.13M +$183K +988 +8%
FAF
133
Fjarde Ap-fonden
Sweden
$3.08M +$74.1K +400 +3%
CIA
134
Capital Impact Advisors
Massachusetts
$2.95M – – –
EAMA
135
EFG Asset Management (Americas)
Florida
$2.85M -$702K -3,791 -23%
SAM
136
Storebrand Asset Management
Norway
$2.82M +$1.32M +7,108 +133%
JMPWA
137
JP Morgan Private Wealth Advisors
California
$2.74M +$574K +3,097 +34%
Korea Investment Corp
138
Korea Investment Corp
South Korea
$2.58M -$55.6K -300 -3%
Parallax Volatility Advisers
139
Parallax Volatility Advisers
California
$2.51M -$4.17M -22,515 -67%
ASRS
140
Arizona State Retirement System
Arizona
$2.39M -$50.7K -274 -3%
AIM
141
Achmea Investment Management
Netherlands
$2.38M – – –
AWM
142
AE Wealth Management
Kansas
$2.36M -$1.01M -5,473 -34%
BCM
143
Barometer Capital Management
Ontario, Canada
$2.33M +$1.91M +10,300 New
BU
144
Brown University
Rhode Island
$2.31M +$1.89M +10,205 New
TFA
145
Teamwork Financial Advisors
Texas
$2.31M -$525K -2,834 -22%
FCM
146
Firsthand Capital Management
California
$2.26M – – –
GIBU
147
Gulf International Bank (UK)
United Kingdom
$2.21M – – –
WA
148
Winfield Associates
Ohio
$2.2M -$92.6K -500 -5%
CSS
149
Cubist Systematic Strategies
Connecticut
$2.16M +$649K +3,504 +58%
Handelsbanken Fonder
150
Handelsbanken Fonder
Sweden
$1.99M +$1.63M +8,800 New
4 5
6
7 8

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.