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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
II
201
IFM Investors
Australia
$758K -$377K -2,033 -38%
MLICM
202
Metropolitan Life Insurance Company (MetLife)
New York
$752K +$64.8K +350 +12%
DekaBank Deutsche Girozentrale
203
DekaBank Deutsche Girozentrale
Germany
$749K +$5.74K +31 +0.9%
NL
204
NWAM LLC
Washington
$729K +$6.48K +35 +1%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$708K +$131K +709 +29%
FAM
206
Fulcrum Asset Management
United Kingdom
$703K +$534K +2,881 New
PWM
207
PRW Wealth Management
Massachusetts
$702K +$574K +3,100 New
CS
208
Candriam SCA
Luxembourg
$699K +$572K +3,086 New
WBC
209
Westpac Banking Corp
Australia
$693K
JCM
210
JS Capital Management
New York
$679K +$556K +3,000 New
PWM
211
Perigon Wealth Management
California
$656K -$137K -739 -20%
SW
212
SkyOak Wealth
Michigan
$655K +$536K +2,894 New
GWM
213
Geneos Wealth Management
Colorado
$651K +$5.74K +31 +1%
AFC
214
AFT Forsyth & Company
Florida
$648K -$69.5K -375 -12%
SMDAM
215
Sumitomo Mitsui DS Asset Management
Japan
$641K +$116K +624 +28%
Aberdeen Group
216
Aberdeen Group
United Kingdom
$607K +$38.9K +210 +8%
PA
217
Paragon Advisors
Texas
$593K +$485K +2,619 New
OC
218
Oppenheimer & Co
New York
$584K -$30K -162 -6%
MML Investors Services
219
MML Investors Services
Massachusetts
$579K +$19.3K +104 +4%
Mirae Asset Global Investments
220
Mirae Asset Global Investments
South Korea
$578K -$196K -1,060 -29%
LIA
221
LBMC Investment Advisors
Tennessee
$566K
TAM
222
Tocqueville Asset Management
New York
$566K
SGM
223
Skye Global Management
Florida
$543K +$445K +2,400 New
KPW
224
Kore Private Wealth
New York
$542K
PAG
225
Private Advisor Group
New Jersey
$538K -$19.4K -105 -4%

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.