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462 hedge funds and large institutions have $21.1B invested in MongoDB in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 152 increasing their positions, 161 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $14.2B → $21.1B (+$6.86B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6.52% more ownership

Funds ownership: 87.28%93.8% (+6.5%)

1% less funds holding

Funds holding: 466462 (-4)

4% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 73

6% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 161

44% less call options, than puts

Call options by funds: $767M | Put options by funds: $1.37B

Holders
462
Holders Change
-4
Holders Change %
-0.86%
% of All Funds
8.04%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
70
Increased
152
Reduced
161
Closed
73
Calls
$767M
Puts
$1.37B
Net Calls
-$599M
Net Calls Change
-$263M
Name Holding Trade Value Shares
Change
Change in
Stake
WMSA
201
Weiss Multi-Strategy Advisers
New York
$2.17M +$1.39M +4,500 +300%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$2.09M -$30.9K -100 -2%
Calamos Advisors
203
Calamos Advisors
Illinois
$2.08M +$539K +1,743 +44%
GAM
204
Gotham Asset Management
New York
$2.04M +$1.75M +5,657 New
Nomura Holdings
205
Nomura Holdings
Japan
$1.97M +$1.68M +5,431 New
NAM
206
Nissay Asset Management
Japan
$1.9M -$57.8K -187 -3%
Lazard Asset Management
207
Lazard Asset Management
New York
$1.88M
WBC
208
Westpac Banking Corp
Australia
$1.87M
CF
209
Centaurus Financial
California
$1.86M -$30.9K -100 -2%
HighTower Advisors
210
HighTower Advisors
Illinois
$1.81M -$17.6K -57 -1%
Verition Fund Management
211
Verition Fund Management
Connecticut
$1.78M +$715K +2,313 +88%
BAMF
212
BI Asset Management Fondsmaeglerselskab
Denmark
$1.77M +$1.27M +4,098 +504%
CWMU
213
Caliber Wealth Management (Utah)
Utah
$1.71M -$261K -845 -15%
SM
214
Sciencast Management
New Jersey
$1.7M -$988K -3,194 -40%
SVCF
215
Silicon Valley Community Foundation
California
$1.69M
Cambridge Investment Research Advisors
216
Cambridge Investment Research Advisors
Iowa
$1.67M +$146K +473 +11%
Acadian Asset Management
217
Acadian Asset Management
Massachusetts
$1.65M +$1.08M +3,508 +330%
Aberdeen Group
218
Aberdeen Group
United Kingdom
$1.65M -$260K -840 -16%
VIA
219
Vident Investment Advisory
Georgia
$1.65M -$398K -1,288 -22%
JSC
220
Jackson Square Capital
California
$1.63M -$48.2K -156 -3%
CC
221
Centiva Capital
New York
$1.59M +$507K +1,638 +59%
CS
222
Candriam SCA
Luxembourg
$1.58M +$396K +1,279 +41%
BFEC
223
Benjamin F. Edwards & Company
Missouri
$1.56M -$32.2K -104 -2%
AIM
224
Achmea Investment Management
Netherlands
$1.56M +$572K +1,851 +75%
RJFSA
225
Raymond James Financial Services Advisors
Florida
$1.56M +$5.26K +17 +0.4%

MDB Hedge Fund Activity: Q2 2021 in Review

462 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2021, worth a combined $21.1B — up 48% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of MDB and 70 opened new positions — a net loss of 3 holders — while 161 trimmed existing stakes and 152 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.17B. The largest seller was Fidelity Investments, cutting an estimated $211M.

  • 462 institutional investors held MongoDB (MDB) as of Q2 2021, down from 466 in Q1 2021.
  • Funds reported $21.1B of MongoDB stock for Q2 2021, up 48% quarter-over-quarter.
  • 70 funds opened new MongoDB positions in Q2 2021 and 73 closed out, a net change of -3 holders.
  • The largest MongoDB buyer in Q2 2021 was T. Rowe Price Associates, an estimated $1.17B added.
  • The largest MongoDB seller in Q2 2021 was Fidelity Investments, an estimated $211M sold.

Based on aggregated 13F filings for Q2 2021.