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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
AC
301
Apogem Capital
New York
$546K +$723K +2,042 New
BCV
302
Banque Cantonale Vaudoise
Switzerland
$542K +$322K +909 +81%
BA
303
Bellwether Advisors
Nebraska
$538K +$714K +2,015 New
Canada Pension Plan Investment Board
304
Canada Pension Plan Investment Board
Ontario, Canada
$537K -$1.41M -3,971 -66%
NFG
305
Next Financial Group
Texas
$528K +$59.9K +169 +9%
SRAM
306
Spouting Rock Asset Management
Pennsylvania
$527K +$698K +1,969 New
PAM
307
Panagora Asset Management
Massachusetts
$521K -$237K -670 -26%
ASC
308
Atalanta Sosnoff Capital
New York
$500K +$106K +300 +19%
SC
309
Scotia Capital
Ontario, Canada
$484K +$132K +373 +26%
IRF
310
IBM Retirement Fund
New York
$469K -$38.6K -109 -6%
HIIFS
311
Harel Insurance Investments & Financial Services
Israel
$461K +$108K +304 +139%
AIL
312
AGF Investments LLC
Ontario, Canada
$459K -$447K -1,262 -42%
XT
313
XTX Topco
Cayman Islands
$455K +$603K +1,703 New
PWM
314
PRW Wealth Management
Massachusetts
$452K -$53.1K -150 -8%
BMSSC
315
B. Metzler seel. Sohn & Co
Germany
$451K +$328K +926 +122%
Mercer Global Advisors
316
Mercer Global Advisors
Colorado
$447K -$458K -1,292 -44%
IMRF
317
Illinois Municipal Retirement Fund
Illinois
$443K
ESCM
318
Echo Street Capital Management
New York
$438K +$580K +1,638 New
CIC
319
Carnegie Investment Counsel
Ohio
$432K
MA
320
Mutual Advisors
Nebraska
$427K +$66.2K +187 +13%
B
321
BP
United Kingdom
$426K +$157K +443 +39%
SEI Investments
322
SEI Investments
Pennsylvania
$425K
LNWWM
323
Laird Norton Wetherby Wealth Management
California
$423K -$14.9K -42 -3%
Massachusetts Financial Services
324
Massachusetts Financial Services
Massachusetts
$420K +$106K +300 +24%
HPC
325
HM Payson & Co
Maine
$419K