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439 hedge funds and large institutions have $19B invested in MongoDB in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 155 increasing their positions, 136 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 35

54% more capital invested

Capital invested by funds: $12.3B → $19B (+$6.69B)

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

16% more funds holding

Funds holding: 378439 (+61)

14% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 136

2.69% less ownership

Funds ownership: 90.37%87.68% (-2.7%)

29% less call options, than puts

Call options by funds: $844M | Put options by funds: $1.19B

Holders
439
Holders Change
+61
Holders Change %
+16.14%
% of All Funds
7.77%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
98
Increased
155
Reduced
136
Closed
35
Calls
$844M
Puts
$1.19B
Net Calls
-$342M
Net Calls Change
-$351M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$2.65B +$47.3M +169,471 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.95B -$33.9M -121,553 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.71B +$166M +594,476 +14%
BlackRock
4
BlackRock
New York
$1.64B +$101M +360,503 +9%
Morgan Stanley
5
Morgan Stanley
New York
$931M -$434M -1,555,360 -37%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$756M +$155M +554,855 +36%
WRCM
7
Whale Rock Capital Management
Massachusetts
$489M +$50.8M +181,866 +15%
Wells Fargo
8
Wells Fargo
California
$470M +$28.3M +101,418 +8%
JP Morgan Chase
9
JP Morgan Chase
New York
$460M -$8.79M -31,482 -2%
Capital Research Global Investors
10
Capital Research Global Investors
California
$457M +$264K +944 +0.1%
Franklin Resources
11
Franklin Resources
California
$383M +$50.1M +179,353 +20%
State Street
12
State Street
Massachusetts
$343M -$6.28M -22,491 -2%
LPC
13
Lone Pine Capital
Connecticut
$316M +$246M +879,832 New
First Trust Advisors
14
First Trust Advisors
Illinois
$303M -$29.8M -106,726 -11%
TCM
15
Tybourne Capital Management
Hong Kong
$289M +$225M +805,422 New
Allianz Asset Management
16
Allianz Asset Management
Germany
$266M -$125M -448,211 -38%
GGHC
17
Gilder Gagnon Howe & Co
New York
$265M -$3.06M -10,971 -1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$226M +$12.9M +46,273 +8%
Capital International Investors
19
Capital International Investors
California
$217M -$59M -211,179 -26%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$205M -$6.95M -24,894 -4%
SI
21
SQN Investors
California
$197M -$498K -1,784 -0.3%
Norges Bank
22
Norges Bank
Norway
$195M +$6.06M +21,706 +4%
SIM
23
SRS Investment Management
New York
$179M +$139M +497,259 New
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$176M +$24M +85,900 +21%
ACM
25
Altimeter Capital Management
Massachusetts
$152M -$8.38M -30,000 -7%

MDB Hedge Fund Activity: Q4 2020 in Review

439 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q4 2020, worth a combined $19B — up 54% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new MDB positions and 35 closed out — a net gain of 63 holders — while 155 added to existing stakes and 136 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $246M. The largest seller was Tiger Global Management, cutting an estimated $511M.

  • 439 institutional investors held MongoDB (MDB) as of Q4 2020, up from 378 in Q3 2020.
  • Funds reported $19B of MongoDB stock for Q4 2020, up 54% quarter-over-quarter.
  • 98 funds opened new MongoDB positions in Q4 2020 and 35 closed out, a net change of +63 holders.
  • The largest MongoDB buyer in Q4 2020 was Lone Pine Capital, an estimated $246M added.
  • The largest MongoDB seller in Q4 2020 was Tiger Global Management, an estimated $511M sold.

Based on aggregated 13F filings for Q4 2020.