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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: 913 (+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: 303357 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FC
176
FORA Capital
Florida
$1.34M +$1.1M +5,927 New
HighTower Advisors
177
HighTower Advisors
Illinois
$1.31M +$306K +1,652 +40%
KC
178
Kingfisher Capital
North Carolina
$1.3M +$15.9K +86 +2%
BFEC
179
Benjamin F. Edwards & Company
Missouri
$1.29M -$18.9K -102 -2%
DSAM
180
Dock Street Asset Management
Florida
$1.25M +$1.02M +5,510 New
PL
181
Polianta Ltd
Jersey
$1.15M +$945K +5,100 New
RIA
182
Realta Investment Advisors
Delaware
$1.15M +$160K +865 +21%
RJFSA
183
Raymond James Financial Services Advisors
Florida
$1.14M +$434K +2,345 +88%
GC
184
Grace Capital
Massachusetts
$1.13M
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$1.12M -$86.9K -469 -9%
DCM
186
Driehaus Capital Management
Illinois
$1.08M -$694K -3,748 -44%
CAM
187
CenterStar Asset Management
Illinois
$1.07M
NAM
188
Nissay Asset Management
Japan
$1.06M +$13K +70 +2%
SG Americas Securities
189
SG Americas Securities
New York
$1.06M +$264K +1,423 +44%
X
190
Xponance
Pennsylvania
$985K +$806K +4,353 New
Nomura Holdings
191
Nomura Holdings
Japan
$972K +$796K +4,300 New
WMSA
192
Weiss Multi-Strategy Advisers
New York
$923K +$422K +2,277 +126%
Tudor Investment Corp
193
Tudor Investment Corp
Connecticut
$876K -$1.71M -9,220 -70%
JSC
194
Jackson Square Capital
California
$873K -$148K -800 -17%
SO
195
STRS Ohio
Ohio
$855K +$249K +1,343 +55%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$835K
S
197
Seeyond
France
$829K +$554K +2,992 +446%
GC
198
Guggenheim Capital
Illinois
$822K +$124K +668 +23%
Comerica Bank
199
Comerica Bank
Texas
$762K +$369K +1,994 +131%
UIM
200
USS Investment Management
United Kingdom
$759K +$621K +3,352 New

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.