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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
Capital World Investors
1
Capital World Investors
California
$2.77B +$59.2M +191,543 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.08B +$1.17B +3,786,467 +191%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.94B +$121M +391,701 +8%
BlackRock
4
BlackRock
New York
$1.9B +$5.86M +18,935 +0.4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.43B -$211M -683,657 -15%
Morgan Stanley
6
Morgan Stanley
New York
$1.21B +$200M +646,448 +24%
JP Morgan Chase
7
JP Morgan Chase
New York
$725M +$158M +511,128 +34%
Wells Fargo
8
Wells Fargo
California
$539M +$51.8M +167,372 +13%
Capital Research Global Investors
9
Capital Research Global Investors
California
$468M +$6.28M +20,305 +2%
WRCM
10
Whale Rock Capital Management
Massachusetts
$457M
State Street
11
State Street
Massachusetts
$432M +$52.3M +169,240 +17%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$338M +$144M +465,300 +110%
Franklin Resources
13
Franklin Resources
California
$293M +$4.58M +14,801 +2%
First Trust Advisors
14
First Trust Advisors
Illinois
$259M +$4.53M +14,636 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$249M +$5.81M +18,801 +3%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$244M +$179M +577,564 +600%
GGHC
17
Gilder Gagnon Howe & Co
New York
$242M +$5.14M +16,606 +3%
TCM
18
Tybourne Capital Management
Hong Kong
$226M -$36.1M -116,600 -16%
Allianz Asset Management
19
Allianz Asset Management
Germany
$215M +$54M +174,729 +42%
Capital International Investors
20
Capital International Investors
California
$210M +$24.2M +78,109 +16%
SI
21
SQN Investors
California
$187M -$10M -32,496 -6%
Norges Bank
22
Norges Bank
Norway
$168M -$18.3M -59,016 -11%
Invesco
23
Invesco
Georgia
$152M +$38.9M +125,877 +43%
Ameriprise
24
Ameriprise
Minnesota
$140M -$22.2M -71,759 -16%
AllianceBernstein
25
AllianceBernstein
Tennessee
$133M -$18.8M -60,640 -14%

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.