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228 hedge funds and large institutions have $5.35B invested in MongoDB in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 64 increasing their positions, 68 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 34

88% more capital invested

Capital invested by funds: $2.85B → $5.35B (+$2.5B)

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

21% more funds holding

Funds holding: 188228 (+40)

4.15% more ownership

Funds ownership: 96.2%100.35% (+4.1%)

6% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 68

29% less call options, than puts

Call options by funds: $197M | Put options by funds: $279M

Holders
228
Holders Change
+40
Holders Change %
+21.28%
% of All Funds
4.94%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
75
Increased
64
Reduced
68
Closed
34
Calls
$197M
Puts
$279M
Net Calls
-$82M
Net Calls Change
-$93.8M
Name Holding Trade Value Shares
Change
Change in
Stake
N
151
Natixis
France
$419K +$294K +2,863 New
Citigroup
152
Citigroup
New York
$405K +$18.4K +179 +7%
Creative Planning
153
Creative Planning
Kansas
$390K +$25K +244 +10%
NL
154
NWAM LLC
Washington
$382K +$267K +2,600 New
TAM
155
Tocqueville Asset Management
New York
$368K
ER
156
Enlightenment Research
Florida
$368K +$41K +400 +19%
ACI
157
AMP Capital Investors
Australia
$357K -$1.7M -16,558 -87%
KPW
158
Kore Private Wealth
New York
$352K
GWM
159
Geneos Wealth Management
Colorado
$352K +$20.1K +196 +9%
PAG
160
Private Advisor Group
New Jersey
$343K +$239K +2,330 New
HSBC Holdings
161
HSBC Holdings
United Kingdom
$343K +$239K +2,333 New
CC
162
Cipher Capital
New York
$324K +$226K +2,205 New
Verition Fund Management
163
Verition Fund Management
Connecticut
$323K +$225K +2,195 New
MC
164
Moors & Cabot
Massachusetts
$309K +$215K +2,100 New
TBA
165
Tower Bridge Advisors
Pennsylvania
$294K -$103K -1,000 -33%
LCAM
166
London & Capital Asset Management
United Kingdom
$294K +$205K +2,000 New
TC
167
Telemus Capital
Michigan
$294K +$205K +2,000 New
CANY
168
Caxton Associates (New York)
New York
$282K +$197K +1,920 New
William Blair & Company
169
William Blair & Company
Illinois
$277K +$193K +1,885 New
GC
170
Guggenheim Capital
Illinois
$275K -$63.6K -620 -25%
HCM
171
Hall Capital Management
Rhode Island
$271K +$189K +1,840 New
CIBC Asset Management
172
CIBC Asset Management
Ontario, Canada
$271K +$189K +1,842 New
TPWA
173
TRUE Private Wealth Advisors
Oregon
$254K +$178K +1,731 New
UCFA
174
United Capital Financial Advisors
Texas
$252K +$176K +1,716 New
SL
175
Signition LP
New York
$247K +$172K +1,677 New

MDB Hedge Fund Activity: Q1 2019 in Review

228 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q1 2019, worth a combined $5.35B — up 88% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MDB positions and 34 closed out — a net gain of 41 holders — while 64 added to existing stakes and 68 trimmed.

The largest buyer was Capital World Investors, adding an estimated $131M. The largest seller was American Century Companies, cutting an estimated $67.2M.

  • 228 institutional investors held MongoDB (MDB) as of Q1 2019, up from 188 in Q4 2018.
  • Funds reported $5.35B of MongoDB stock for Q1 2019, up 88% quarter-over-quarter.
  • 75 funds opened new MongoDB positions in Q1 2019 and 34 closed out, a net change of +41 holders.
  • The largest MongoDB buyer in Q1 2019 was Capital World Investors, an estimated $131M added.
  • The largest MongoDB seller in Q1 2019 was American Century Companies, an estimated $67.2M sold.

Based on aggregated 13F filings for Q1 2019.