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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
326
Allstate Corporation
Illinois
$418K +$12.8K +36 +2%
Swedbank
327
Swedbank
Sweden
$415K +$549K +1,551 New
TI
328
Tidal Investments
Wisconsin
$405K +$201K +566 +60%
WMSA
329
Weiss Multi-Strategy Advisers
New York
$401K -$3.54M -10,000 -87%
PIM
330
Perpetual Investment Management
Australia
$400K +$531K +1,500 New
PIA
331
Perennial Investment Advisors
California
$393K +$15.9K +45 +3%
LSA
332
Leonteq Securities AG
Switzerland
$388K +$169K +476 +49%
CRWM
333
Castle Rock Wealth Management
California
$383K +$15.9K +45 +4%
NL
334
NWAM LLC
Washington
$382K -$158K -445 -24%
SAM
335
Shell Asset Management
Netherlands
$377K -$425K -1,201 -46%
SW
336
SteelPeak Wealth
California
$377K +$500K +1,411 New
TC
337
Truvestments Capital
Florida
$376K +$77.2K +218 +18%
ER
338
Enlightenment Research
Florida
$374K +$496K +1,400 New
EA
339
Emerald Advisers
Pennsylvania
$373K -$279K -787 -36%
GT
340
Glenmede Trust
Pennsylvania
$373K +$229K +647 +86%
PC
341
Pier Capital
Connecticut
$367K -$11.7K -33 -2%
RIM
342
Redpoint Investment Management
Australia
$367K +$112K +315 +30%
M&T Bank
343
M&T Bank
New York
$365K -$12.4K -35 -2%
TRCT
344
Tower Research Capital (TRC)
New York
$357K +$221K +623 +88%
OAM
345
Oppenheimer Asset Management
New York
$351K +$464K +1,311 New
FDCDDQ
346
Federation des caisses Desjardins du Quebec
Quebec, Canada
$348K -$53.5K -151 -10%
Bank of Nova Scotia
347
Bank of Nova Scotia
Ontario, Canada
$347K -$295K -832 -39%
ETC
348
Exchange Traded Concepts
Oklahoma
$342K -$3.19K -9 -0.7%
US Bancorp
349
US Bancorp
Minnesota
$338K +$114K +322 +34%
KAS
350
Kestra Advisory Services
Texas
$335K +$444K +1,253 New