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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
Koshinski Asset Management
401
Koshinski Asset Management
Illinois
-$269K -1,190 Closed
Axa
402
Axa
France
-$204K -900 Closed
WAM
403
Wolverine Asset Management
Illinois
-$203K -899 Closed
CFA
404
Carroll Financial Associates
North Carolina
-$136K -604 Closed
SF
405
Synovus Financial
Georgia
-$117K -516 Closed
FANJ
406
Financial Architects (New Jersey)
New Jersey
-$45K -200 Closed
NIT
407
NumerixS Investment Technologies
British Columbia, Canada
-$45K -200 Closed
EDRH
408
Edmond de Rothschild Holding
Switzerland
-$43K -188 Closed
PA
409
Procyon Advisors
Connecticut
-$34K -150 Closed
GWMIA
410
Global Wealth Management Investment Advisory
Florida
-$29K -130 Closed
HFM
411
Hartford Financial Management
Connecticut
-$23K -100 Closed
SCA
412
Stonebridge Capital Advisors
Minnesota
-$23K -100 Closed
AWM
413
Apollon Wealth Management
South Carolina
-$20K -88 Closed
PIMG
414
Patriot Investment Management Group
Tennessee
-$11.3K -50 Closed
PFBT
415
Parkside Financial Bank & Trust
Missouri
-$10K -43 Closed
EWP
416
Engrave Wealth Partners
Texas
-$6K -30 Closed
OPS
417
Orion Portfolio Solutions
Nebraska
-$3K -12 Closed
BCA
418
Berman Capital Advisors
Georgia
-$1K -5 Closed
Simplex Trading
419
Simplex Trading
Illinois
+$563K +2,599 +18%