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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
VFA
201
Valeo Financial Advisors
Indiana
$46K -$1.33K -13 -4%
RCM
202
Riverhead Capital Management
Delaware
$42K +$2.67K +26 +10%
RFC
203
Regions Financial Corp
Alabama
$41K
APA
204
American Portfolios Advisors
New York
$30K +$3.49K +34 +20%
SWM
205
SeaCrest Wealth Management
New York
$29K -$113K -1,100 -85%
LC
206
Lindbrook Capital
California
$29K
WAP
207
Wealthcare Advisory Partners
Pennsylvania
$29K
GWMIA
208
Global Wealth Management Investment Advisory
Florida
$25K -$2.05K -20 -10%
FPFS
209
First Personal Financial Services
North Carolina
$23K +$16K +156 New
JCM
210
Jacobi Capital Management
Pennsylvania
$22K
RIA
211
Realta Investment Advisors
Delaware
$21K +$14.7K +143 New
CFGS
212
Concourse Financial Group Securities
Alabama
$21K +$15.2K +148 New
CTC
213
Central Trust Company
Missouri
$19K
BDWM
214
Brewin Dolphin Wealth Management
Ireland
$18.4K -$10.3K -100 -44%
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$16K
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$15K +$5.13K +50 +100%
ATC
217
Adirondack Trust Company
New York
$12K
CCA
218
Catalyst Capital Advisors
New York
$11K
S
219
SignatureFD
Georgia
$8K +$5.34K +52 New
GSWM
220
Golden State Wealth Management
California
$8K +$5.64K +55 New
CF
221
Centaurus Financial
California
$7K +$45K +439 +74%
FHA
222
Flagship Harbor Advisors
Massachusetts
$5K +$4.11K +40 New
PAI
223
Pittenger & Anderson Inc
Nebraska
$4K
BAM
224
Bruderman Asset Management
New York
$2K +$1.33K +13 New
US Bancorp
225
US Bancorp
Minnesota
$1K -$41K -400 -98%

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.