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303 hedge funds and large institutions have $6.76B invested in MongoDB in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 105 increasing their positions, 91 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

15% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 91

8% more capital invested

Capital invested by funds: $6.25B → $6.76B (+$512M)

4% more funds holding

Funds holding: 291303 (+12)

1.85% more ownership

Funds ownership: 99.45%101.29% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

7% less call options, than puts

Call options by funds: $235M | Put options by funds: $254M

Holders
303
Holders Change
+12
Holders Change %
+4.12%
% of All Funds
6.68%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
60
Increased
105
Reduced
91
Closed
44
Calls
$235M
Puts
$254M
Net Calls
-$18.6M
Net Calls Change
-$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$949M -$7.24K -49 -0%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$823M -$157M -1,063,811 -15%
Morgan Stanley
3
Morgan Stanley
New York
$724M +$189M +1,281,429 +32%
Vanguard Group
4
Vanguard Group
Pennsylvania
$577M +$20.1M +136,115 +3%
BlackRock
5
BlackRock
New York
$340M -$21.9M -148,276 -6%
Capital Research Global Investors
6
Capital Research Global Investors
California
$289M +$3.43M +23,201 +1%
Tiger Global Management
7
Tiger Global Management
New York
$261M
Allianz Asset Management
8
Allianz Asset Management
Germany
$215M +$37.5M +253,826 +19%
WRCM
9
Whale Rock Capital Management
Massachusetts
$161M -$119K -803 -0.1%
JP Morgan Chase
10
JP Morgan Chase
New York
$157M +$42.8M +289,498 +34%
Fidelity International
11
Fidelity International
Bermuda
$139M -$77M -521,398 -34%
Capital International Investors
12
Capital International Investors
California
$131M +$29.2M +197,754 +26%
GGHC
13
Gilder Gagnon Howe & Co
New York
$124M -$21.4M -144,840 -14%
State Street
14
State Street
Massachusetts
$122M +$4.82M +32,640 +4%
SI
15
SQN Investors
California
$114M +$6.53M +44,247 +6%
First Trust Advisors
16
First Trust Advisors
Illinois
$96.7M +$11.1M +75,381 +12%
Wells Fargo
17
Wells Fargo
California
$91.4M +$3.32M +22,488 +3%
Franklin Resources
18
Franklin Resources
California
$90M +$10.3M +69,937 +12%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$78M +$84.4M +571,297 New
FCM
20
Frontier Capital Management
Massachusetts
$63.8M +$67.3M +455,667 +3,889%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$59.5M +$664K +4,495 +1%
Invesco
22
Invesco
Georgia
$56.8M +$13.3M +90,338 +28%
Norges Bank
23
Norges Bank
Norway
$50.9M +$1.37M +9,267 +3%
Bank of America
24
Bank of America
North Carolina
$42M +$31.4M +212,646 +224%
ACM
25
Altimeter Capital Management
Massachusetts
$41M

MDB Hedge Fund Activity: Q1 2020 in Review

303 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q1 2020, worth a combined $6.76B — up 8.2% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MDB positions and 44 closed out — a net gain of 16 holders — while 105 added to existing stakes and 91 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $189M. The largest seller was Fidelity Investments, cutting an estimated $157M.

  • 303 institutional investors held MongoDB (MDB) as of Q1 2020, up from 291 in Q4 2019.
  • Funds reported $6.76B of MongoDB stock for Q1 2020, up 8.2% quarter-over-quarter.
  • 60 funds opened new MongoDB positions in Q1 2020 and 44 closed out, a net change of +16 holders.
  • The largest MongoDB buyer in Q1 2020 was Morgan Stanley, an estimated $189M added.
  • The largest MongoDB seller in Q1 2020 was Fidelity Investments, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2020.