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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
AAM
376
Advisors Asset Management
Colorado
$233K +$157K +444 +104%
EH
377
Equitable Holdings
New York
$227K -$24.4K -69 -8%
BAMF
378
BI Asset Management Fondsmaeglerselskab
Denmark
$217K +$288K +813 New
NWA
379
Navis Wealth Advisors
New York
$214K +$248K +700 +700%
MA
380
Montag & Associates
Georgia
$212K -$14.2K -40 -5%
JG
381
Jefferies Group
New York
$209K +$277K +781 New
QSS
382
Quantitative Systematic Strategies
Florida
$201K +$266K +752 New
PA
383
Paragon Advisors
Texas
$200K -$10.6K -30 -4%
CIA
384
Capital Impact Advisors
Massachusetts
$200K +$265K +749 New
BWP
385
Baldwin Wealth Partners
Massachusetts
$187K
FMT
386
First Mercantile Trust
Tennessee
$186K -$57K -161 -19%
SPIA
387
Steward Partners Investment Advisory
New York
$182K +$168K +473 +229%
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$163K +$46.4K +131 +27%
AII
389
AGF Investments Inc
Ontario, Canada
$149K -$47.5K -134 -19%
SO
390
STRS Ohio
Ohio
$144K -$1.01M -2,848 -84%
PAI
391
Pittenger & Anderson Inc
Nebraska
$144K
LS
392
Livforsakringsbolaget Skandia
Sweden
$134K
OSAM
393
O'Shaughnessy Asset Management
Connecticut
$130K +$55.3K +156 +47%
TWA
394
TCI Wealth Advisors
Arizona
$114K -$28.7K -81 -16%
TCWM
395
Total Clarity Wealth Management
Illinois
$95K +$126K +355 New
SFS
396
Sowell Financial Services
Arkansas
$91K -$25.2K -71 -17%
LWANC
397
Laurel Wealth Advisors (North Carolina)
North Carolina
$88K +$8.86K +25 +8%
APA
398
American Portfolios Advisors
New York
$88K
TWP
399
TFO Wealth Partners
Ohio
$82K +$109K +308 New
WAP
400
Wealthcare Advisory Partners
Pennsylvania
$77K +$102K +288 New