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MongoDB
MDB

Overview Fund Activity

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.

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

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$970M
2
Capital International Investors
2
Capital International Investors
California
$158M
3
Fidelity International
3
Fidelity International
Bermuda
$82.6M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$85M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$117M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$17.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$685M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$5.07M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$0
5
SM
5
SCGE Management
California
$128M
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
201
Valeo Financial Advisors
Indiana
$46K 312 -13 -4%
RCM
202
Riverhead Capital Management
Delaware
$42K 283 +26 +10%
RFC
203
Regions Financial Corp
Alabama
$41K 277 – –
APA
204
American Portfolios Advisors
New York
$30K 204 +34 +20%
SWM
205
SeaCrest Wealth Management
New York
$29K 200 -1,100 -85%
LC
206
Lindbrook Capital
California
$29K 200 – –
WAP
207
Wealthcare Advisory Partners
Pennsylvania
$29K 200 – –
GWMIA
208
Global Wealth Management Investment Advisory
Florida
$25K 173 -20 -10%
FPFS
209
First Personal Financial Services
North Carolina
$23K 156 +156 New
JCM
210
Jacobi Capital Management
Pennsylvania
$22K 148 – –
RIA
211
Realta Investment Advisors
Delaware
$21K 143 +143 New
CFGS
212
Concourse Financial Group Securities
Alabama
$21K 148 +148 New
CTC
213
Central Trust Company
Missouri
$19K 126 – –
BDWM
214
Brewin Dolphin Wealth Management
Ireland
$18.4K 125 -100 -44%
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$16K 109 – –
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$15K 100 +50 +100%
ATC
217
Adirondack Trust Company
New York
$12K 88 – –
CCA
218
Catalyst Capital Advisors
New York
$11K 75 – –
S
219
SignatureFD
Georgia
$8K 52 +52 New
GSWM
220
Golden State Wealth Management
California
$8K 55 +55 New
CF
221
Centaurus Financial
California
$7K 1,029 +439 +74%
FHA
222
Flagship Harbor Advisors
Massachusetts
$5K 40 +40 New
PAI
223
Pittenger & Anderson Inc
Nebraska
$4K 30 – –
BAM
224
Bruderman Asset Management
New York
$2K 13 +13 New
US Bancorp
225
US Bancorp
Minnesota
$1K 10 -400 -98%
7 8
9
10 11