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378 hedge funds and large institutions have $12.3B invested in MongoDB in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 166 increasing their positions, 87 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 87

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $11.6B → $12.3B (+$747M)

6% more funds holding

Funds holding: 357378 (+21)

2% more call options, than puts

Call options by funds: $505M | Put options by funds: $497M

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10.52% less ownership

Funds ownership: 100.9%90.37% (-11%)

Holders
378
Holders Change
+21
Holders Change %
+5.88%
% of All Funds
7.63%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
62
Increased
166
Reduced
87
Closed
40
Calls
$505M
Puts
$497M
Net Calls
+$8.45M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
326
Dupont Capital Management
Delaware
$103K +$48.3K +223 +100%
HIIFS
327
Harel Insurance Investments & Financial Services
Israel
$97K -$17.1K -79 -16%
VFA
328
Valeo Financial Advisors
Indiana
$97K +$5.64K +26 +7%
LWCFA
329
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95K
VNA
330
Valley National Advisers
Pennsylvania
$88K
APA
331
American Portfolios Advisors
New York
$71.5K -$2.38K -11 -3%
NNP
332
Nachman Norwood & Parrott
South Carolina
$60K +$56.4K +260 New
S
333
SignatureFD
Georgia
$53K +$9.54K +44 +24%
LF
334
Lee Financial
Texas
$51K +$47.7K +220 New
HFM
335
Harvest Fund Management
China
$47K +$42.7K +197 New
SPIA
336
Steward Partners Investment Advisory
New York
$46K +$28.2K +130 +186%
CFGS
337
Concourse Financial Group Securities
Alabama
$42K
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$32K -$3.47K -16 -10%
PAI
339
Pittenger & Anderson Inc
Nebraska
$32K +$21.7K +100 +263%
ASN
340
Advisory Services Network
Georgia
$25K +$23.4K +108 New
RE
341
RBC Europe
United Kingdom
$23.2K -$22.3K -103 -51%
CTC
342
Central Trust Company
Missouri
$23K -$27.3K -126 -56%
CSPIA
343
Cary Street Partners Investment Advisory
Virginia
$23K +$21.7K +100 New
PMFA
344
Plante Moran Financial Advisors
Michigan
$22K +$20.6K +95 New
QCG
345
Quadrant Capital Group
Ohio
$21K -$21K -97 -52%
CAM
346
CenterStar Asset Management
Illinois
$21K
ATC
347
Adirondack Trust Company
New York
$20K
JCM
348
Jacobi Capital Management
Pennsylvania
$20K
FCH
349
Freestone Capital Holdings
Washington
$19.7K +$18.4K +85 New
PFS
350
Prospera Financial Services
Texas
$17K +$16.3K +75 New