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MongoDB
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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: 9 → 13 (+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: 303 → 357 (+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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$191M
2
BlackRock
BlackRock
New York
+$63.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$58.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$40M
5
First Trust Advisors
First Trust Advisors
Illinois
+$30.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$69.4M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$60M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$59.8M
4
Fidelity International
Fidelity International
Bermuda
-$48.6M
5
SI
SQN Investors
California
-$44.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.59B +$11.8M +63,822 +0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.28B -$69.4M -374,872 -6%
Morgan Stanley
3
Morgan Stanley
New York
$1.2B -$2.06M -11,127 -0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.01B +$40M +216,179 +5%
BlackRock
5
BlackRock
New York
$641M +$63.1M +340,664 +14%
Tiger Global Management
6
Tiger Global Management
New York
$433M – – –
Capital Research Global Investors
7
Capital Research Global Investors
California
$406M -$59.8M -323,010 -15%
JP Morgan Chase
8
JP Morgan Chase
New York
$287M +$21.7M +116,979 +10%
Allianz Asset Management
9
Allianz Asset Management
Germany
$284M -$60M -324,148 -21%
WRCM
10
Whale Rock Capital Management
Massachusetts
$267M – – –
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$241M +$191M +1,031,786 +2,950%
Capital International Investors
12
Capital International Investors
California
$238M +$17M +91,587 +10%
State Street
13
State Street
Massachusetts
$203M +$55K +297 +0%
First Trust Advisors
14
First Trust Advisors
Illinois
$197M +$30.4M +164,123 +23%
Wells Fargo
15
Wells Fargo
California
$182M +$24.7M +133,529 +20%
GGHC
16
Gilder Gagnon Howe & Co
New York
$178M -$22.9M -123,899 -14%
Fidelity International
17
Fidelity International
Bermuda
$172M -$48.6M -262,661 -26%
Franklin Resources
18
Franklin Resources
California
$158M +$13.2M +71,218 +11%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$137M +$6.58M +35,514 +6%
SI
20
SQN Investors
California
$135M -$44.6M -240,584 -29%
Norges Bank
21
Norges Bank
Norway
$107M +$18.8M +101,534 +27%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$106M +$5.8M +31,321 +7%
ACM
23
Altimeter Capital Management
Massachusetts
$102M +$28.2M +152,000 +51%
Bank of America
24
Bank of America
North Carolina
$81M +$9.27M +50,025 +16%
Invesco
25
Invesco
Georgia
$79.7M -$11.8M -63,683 -15%
1
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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.