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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
FP
276
Financial Perspectives
Minnesota
$677K +$63.9M +180,413 +28,322%
LIA
277
LBMC Investment Advisors
Tennessee
$669K
TAM
278
Tocqueville Asset Management
New York
$669K
AIM
279
Achmea Investment Management
Netherlands
$663K
Truist Financial
280
Truist Financial
North Carolina
$655K +$13.5K +38 +2%
KPW
281
Kore Private Wealth
New York
$642K +$2.13K +6 +0.3%
FGIM
282
First Growth Investment Manager
California
$642K +$407K +1,150 +92%
KA
283
Kovack Advisors
Florida
$636K -$49.6K -140 -6%
RJA
284
Raymond James & Associates
Florida
$619K +$30.8K +87 +4%
KAS
285
Kemnay Advisory Services
New York
$617K +$818K +2,309 New
MC
286
Maverick Capital
Texas
$602K +$797K +2,251 New
LFAS
287
Level Four Advisory Services
Texas
$597K +$74.8K +211 +10%
GC
288
Guggenheim Capital
Illinois
$596K +$46.8K +132 +6%
AWS
289
AJ Wealth Strategies
New York
$595K +$103K +290 +15%
CI Investments Inc
290
CI Investments Inc
Ontario, Canada
$593K +$80.1K +226 +11%
JIC
291
Joel Isaacson & Co
New York
$589K
VF
292
Virtu Financial
New York
$586K +$417K +1,177 +116%
PAG
293
Private Advisor Group
New Jersey
$582K -$244K -689 -24%
S
294
Seeyond
France
$581K -$461K -1,301 -37%
CIBC Asset Management
295
CIBC Asset Management
Ontario, Canada
$580K +$34.7K +98 +5%
ANRIA
296
American National Registered Investment Advisor
Texas
$559K +$740K +2,090 New
QI
297
Qtron Investments
Massachusetts
$557K
N
298
Natixis
France
$556K +$67.7K +191 +10%
BCI
299
Brinker Capital Investments
Pennsylvania
$551K +$729K +2,059 New
KAM
300
Karani Asset Management
New York
$547K -$341K -962 -32%