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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
APP
151
Avantax Planning Partners
Iowa
$8K +$6.67K +100 New
ATC
152
Adirondack Trust Company
New York
$7K +$5.87K +88 New
HLA
153
Hamilton Lane Advisors
Pennsylvania
$6K -$9.42M -141,304 -67%
Parallax Volatility Advisers
154
Parallax Volatility Advisers
California
$6K -$10.7K -160 -70%
PA
155
Parallel Advisors
California
$4K +$1.33K +20 +77%
PAI
156
Pittenger & Anderson Inc
Nebraska
$2K
CAL
157
Capital Analysts LLC
Pennsylvania
$1K +$467 +7 New
ASN
158
Advisory Services Network
Georgia
$1K +$867 +13 New
CF
159
Centaurus Financial
California
$579 -$468K -7,023 -100%
Principal Financial Group
160
Principal Financial Group
Iowa
-$7.7M -155,099 Closed
NMC
161
NEA Management Company
Maryland
-$7.45M -150,000 Closed
Teacher Retirement System of Texas
162
Teacher Retirement System of Texas
Texas
-$5.16M -104,049 Closed
Point72 Asset Management
163
Point72 Asset Management
Connecticut
-$4.32M -87,000 Closed
LCM
164
Lucha Capital Management
California
-$4.11M -82,730 Closed
ECM
165
Element Capital Management
New York
-$3.97M -79,912 Closed
Voloridge Investment Management
166
Voloridge Investment Management
Florida
-$3.7M -74,520 Closed
SCM
167
Sandler Capital Management
New York
-$4.81M -72,140 Closed
IPC
168
Invesco Private Capital
New York
-$2.69M -54,145 Closed
ACPU
169
Arrowgrass Capital Partners (US)
Delaware
-$2.18M -44,000 Closed
CM
170
Crestline Management
Texas
-$1.93M -38,848 Closed
FCM
171
Frontier Capital Management
Massachusetts
-$1.87M -37,622 Closed
ASP
172
Adams Street Partners
Illinois
-$1.83M -36,863 Closed
TCM
173
Tenor Capital Management
New York
-$1.75M -35,200 Closed
PGH
174
Partners Group Holding
Switzerland
-$1.59M -32,107 Closed
FA
175
Friess Associates
Delaware
-$1.46M -29,476 Closed

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.