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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
CMI
351
Clare Market Investments
Texas
$333K +$158K +445 +56%
SC
352
Sepio Capital
Utah
$322K +$58.5K +165 +16%
Manulife (Manufacturers Life Insurance)
353
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$314K
CB
354
Commerce Bank
Missouri
$313K -$3.19K -9 -0.8%
Prudential Financial
355
Prudential Financial
New Jersey
$312K -$1.77K -5 -0.4%
BRWM
356
B. Riley Wealth Management
Tennessee
$301K -$141K -399 -26%
WCM
357
Weld Capital Management
New York
$298K +$78.6K +222 +25%
BCM
358
Bayesian Capital Management
New York
$293K +$388K +1,095 New
CAM
359
Concorde Asset Management
Michigan
$284K -$3.25M -9,167 -90%
FVWA
360
Foster Victor Wealth Advisors
South Carolina
$284K
Acadian Asset Management
361
Acadian Asset Management
Massachusetts
$284K +$67.7K +191 +22%
ARTA
362
A.R.T. Advisors
New York
$278K +$368K +1,038 New
9WM
363
9258 Wealth Management
Ohio
$274K
WAM
364
World Asset Management
Michigan
$268K -$15.2K -43 -5%
TBA
365
Tower Bridge Advisors
Pennsylvania
$267K -$177K -500 -33%
EOJOAM
366
E. Ohman J:or Asset Management
Sweden
$267K
PWLP
367
Prio Wealth Limited Partnership
Massachusetts
$267K
UCFA
368
United Capital Financial Advisors
Texas
$266K -$2.13K -6 -0.6%
GCP
369
GSA Capital Partners
United Kingdom
$256K +$339K +957 New
SF
370
Symphony Financial
Texas
$251K -$8.5K -24 -3%
CM
371
Castleark Management
Illinois
$249K -$5.31M -14,984 -94%
PP
372
Prudential plc
United Kingdom
$247K +$327K +923 New
VNA
373
Valley National Advisers
Pennsylvania
$239K +$709 +2 +0.2%
IC
374
IEQ Capital
California
$237K +$314K +887 New
SWM
375
Spire Wealth Management
Virginia
$236K +$313K +884 New