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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
BJL
176
Brighton Jones LLC
Washington
$239K +$167K +1,625 New
TC
177
TradeLink Capital
Illinois
$235K +$164K +1,600 New
GCP
178
GSA Capital Partners
United Kingdom
$233K +$162K +1,583 New
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$232K +$121K +1,178 +295%
HF
180
HRT Financial
New York
$227K +$159K +1,550 New
AL
181
Aspiriant LLC
California
$219K +$154K +1,496 New
SWP
182
Stratos Wealth Partners
Ohio
$213K +$149K +1,452 New
LCG
183
Lisanti Capital Growth
New York
$205K -$4.7M -45,815 -97%
WS
184
Wedbush Securities
California
$203K +$142K +1,379 New
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$193K -$27.2K -265 -17%
Walleye Capital
186
Walleye Capital
New York
$169K +$118K +1,150 New
OAM
187
Oppenheimer Asset Management
New York
$168K -$77.8K -758 -40%
PWM
188
PRW Wealth Management
Massachusetts
$162K -$42.7K -416 -27%
Royal Bank of Canada
189
Royal Bank of Canada
Ontario, Canada
$155K +$26.4K +257 +32%
GAM
190
GQ Asset Management
New York
$121K +$84.5K +823 New
New York State Common Retirement Fund
191
New York State Common Retirement Fund
New York
$116K -$500K -4,875 -86%
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$107K +$17.4K +170 +30%
Schroder Investment Management Group
193
Schroder Investment Management Group
United Kingdom
$97K +$67.7K +660 New
EWA
194
Evolution Wealth Advisors
Florida
$94K +$65.6K +639 New
TRCT
195
Tower Research Capital (TRC)
New York
$93K -$111K -1,079 -63%
RCAG
196
Rehmann Capital Advisory Group
Michigan
$77.3K +$16.2K +158 +43%
TWA
197
TCI Wealth Advisors
Arizona
$76K
SF
198
Synovus Financial
Georgia
$75K
AWM
199
Aevitas Wealth Management
Massachusetts
$58K -$61.6K -600 -60%
IA
200
IFP Advisors
Florida
$56K -$54.6K -532 -58%

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.