We are live on ! Find out more

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: 291303 (+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: 99 (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
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
151
KBC Group
Belgium
$1.04M -$175K -1,184 -13%
JRP
152
Jasper Ridge Partners
California
$986K
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$962K +$310K +2,096 +42%
EVM
154
Eaton Vance Management
Massachusetts
$956K
AIM
155
Aigen Investment Management
New York
$903K +$976K +6,610 +132,200%
RJA
156
Raymond James & Associates
Florida
$902K -$861K -5,830 -47%
Mitsubishi UFJ Asset Management
157
Mitsubishi UFJ Asset Management
Japan
$873K -$15.4K -104 -2%
Toronto Dominion Bank
158
Toronto Dominion Bank
Ontario, Canada
$869K -$128K -866 -12%
CF
159
Centaurus Financial
California
$853K -$22.2K -150 -2%
Skandinaviska Enskilda Banken (SEB)
160
Skandinaviska Enskilda Banken (SEB)
Sweden
$847K +$266K +1,800 +41%
CAM
161
Congress Asset Management
Massachusetts
$847K +$916K +6,200 New
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$835K
CSS
163
Cubist Systematic Strategies
Connecticut
$822K -$4.17M -28,254 -82%
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$807K +$18.5K +125 +2%
BFEC
165
Benjamin F. Edwards & Company
Missouri
$795K -$16.2K -110 -2%
KC
166
Kingfisher Capital
North Carolina
$772K +$835K +5,656 New
Cambridge Investment Research Advisors
167
Cambridge Investment Research Advisors
Iowa
$740K +$49K +332 +7%
II
168
IFM Investors
Australia
$734K +$49.2K +333 +7%
SAM
169
Storebrand Asset Management
Norway
$729K +$789K +5,340 New
BCIM
170
British Columbia Investment Management
British Columbia, Canada
$704K -$698K -4,730 -48%
William Blair & Company
171
William Blair & Company
Illinois
$684K +$495K +3,352 +203%
OSIA
172
O'Shares Investment Advisers
Massachusetts
$643K +$2.95K +20 +0.4%
JSC
173
Jackson Square Capital
California
$636K -$151K -1,020 -18%
NAM
174
Nissay Asset Management
Japan
$628K +$72.8K +493 +12%
RIA
175
Realta Investment Advisors
Delaware
$576K -$395K -2,674 -39%

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.