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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
BDWM
351
Brewin Dolphin Wealth Management
Ireland
$16.2K +$15.2K +70 New
AIM
352
AIA Investment Management
Singapore
$15K
GWS
353
Glassman Wealth Services
Virginia
$12K -$6.5K -30 -38%
CHA
354
Carmichael Hill & Associates
Maryland
$12K
FHA
355
Flagship Harbor Advisors
Massachusetts
$12K
RWA
356
Ropes Wealth Advisors
Massachusetts
$12K
WCG
357
Weaver Consulting Group
California
$12K
FFA
358
Founders Financial Alliance
North Carolina
$12K +$10.8K +50 New
PA
359
Parallel Advisors
California
$9K -$10.8K -50 -56%
SSB
360
Sandy Spring Bank
Maryland
$8K
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$7K +$6.5K +30 New
EARNEST Partners
362
EARNEST Partners
Georgia
$6K
FFC
363
First Financial Corp
Indiana
$6K
VCM
364
Versant Capital Management
Arizona
$6K
LC
365
Lindbrook Capital
California
$6K +$1.73K +8 +42%
WAS
366
Winch Advisory Services
Wisconsin
$4K -$1.95K -9 -32%
BFC
367
Bedel Financial Consulting
Indiana
$4K
MAM
368
Meeder Asset Management
Ohio
$4K +$217 +1 +6%
CCM
369
Chiron Capital Management
Florida
$4K +$3.9K +18 New
ABC
370
Associated Banc-Corp
Wisconsin
$3K
TCM
371
Tradewinds Capital Management
Washington
$3K +$1.08K +5 +50%
BCH
372
Berkshire Capital Holdings
California
$2K
EFSCE
373
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.95K +9 New
KTC
374
Kistler-Tiffany Companies
Pennsylvania
$1K
NIM
375
NuWave Investment Management
New Jersey
$1K +$867 +4 New