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466 hedge funds and large institutions have $14.2B invested in MongoDB in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 184 increasing their positions, 137 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 54

34% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 137

6% more funds holding

Funds holding: 439466 (+27)

0.4% less ownership

Funds ownership: 87.68%87.28% (-0.4%)

25% less capital invested

Capital invested by funds: $19B → $14.2B (-$4.77B)

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

45% less call options, than puts

Call options by funds: $410M | Put options by funds: $746M

Holders
466
Holders Change
+27
Holders Change %
+6.15%
% of All Funds
8.18%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.18%
New
86
Increased
184
Reduced
137
Closed
54
Calls
$410M
Puts
$746M
Net Calls
-$336M
Net Calls Change
+$6.72M
Name Holding Trade Value Shares
Change
Change in
Stake
AFC
251
AFT Forsyth & Company
Florida
$960K +$232K +655 +22%
Osaic Holdings
252
Osaic Holdings
Arizona
$908K -$272K -769 -19%
UIM
253
USS Investment Management
United Kingdom
$897K
GWM
254
Geneos Wealth Management
Colorado
$883K
HLA
255
Hamilton Lane Advisors
Pennsylvania
$851K -$5.5M -15,527 -83%
WS
256
Wedbush Securities
California
$840K +$784K +2,213 +238%
NIM
257
NuWave Investment Management
New Jersey
$839K +$1.04M +2,944 +1,518%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$835K
YIH
259
Y-Intercept (HK)
Hong Kong
$832K +$334K +942 +42%
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$831K +$95.7K +270 +10%
Vontobel Holding
261
Vontobel Holding
Switzerland
$827K +$768K +2,169 +235%
PWM
262
Perigon Wealth Management
California
$792K +$75.1K +212 +8%
RIA
263
Realta Investment Advisors
Delaware
$783K -$354 -1 -0%
GG
264
Golden Green
South Carolina
$768K -$57.4K -162 -5%
SMDAM
265
Sumitomo Mitsui DS Asset Management
Japan
$765K +$7.79K +22 +0.8%
Envestnet Asset Management
266
Envestnet Asset Management
Illinois
$753K +$733K +2,070 +278%
PNC Financial Services Group
267
PNC Financial Services Group
Pennsylvania
$742K -$279K -787 -22%
BC
268
Bridgefront Capital
Texas
$739K +$598K +1,689 +157%
CC
269
Centiva Capital
New York
$736K +$570K +1,609 +141%
ACM
270
AlphaCrest Capital Management
New York
$722K +$106K +300 +13%
ProShare Advisors
271
ProShare Advisors
Maryland
$718K +$90.7K +256 +11%
CRC
272
Curi RMB Capital
Illinois
$713K
Fidelity International
273
Fidelity International
Bermuda
$699K -$2.31M -6,526 -71%
Verition Fund Management
274
Verition Fund Management
Connecticut
$699K +$926K +2,614 New
Nordea Investment Management
275
Nordea Investment Management
Sweden
$683K