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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
IA
401
IFP Advisors
Florida
$76K +$96K +271 New
Baillie Gifford & Co
402
Baillie Gifford & Co
United Kingdom
$68K +$4.25K +12 +5%
S
403
SignatureFD
Georgia
$67K +$12.4K +35 +16%
MAM
404
Meeder Asset Management
Ohio
$67K +$82.2K +232 +1,289%
CFGS
405
Concourse Financial Group Securities
Alabama
$63K +$3.19K +9 +4%
FPS
406
Fieldpoint Private Securities
Connecticut
$62K +$81.5K +230 New
AIC
407
Ameritas Investment Company
Nebraska
$53.5K +$70.9K +200 New
VFA
408
Valeo Financial Advisors
Indiana
$49K -$12.8K -36 -16%
Robeco Institutional Asset Management
409
Robeco Institutional Asset Management
Netherlands
$42K +$55.6K +157 New
QCG
410
Quadrant Capital Group
Ohio
$39K +$14.5K +41 +39%
SOW
411
State of Wyoming
Wyoming
$39K +$51.4K +145 New
FA
412
Financial Avengers
California
$36K -$5.31K -15 -10%
PCM
413
Penserra Capital Management
California
$35K +$7.08K +20 +18%
NFSG
414
Newbridge Financial Services Group
Florida
$33K -$119K -335 -73%
HFM
415
Harvest Fund Management
China
$31K -$60.6K -171 -59%
HFS
416
HBC Financial Services
Washington
$27.5K -$7.08K -20 -29%
CTC
417
Central Trust Company
Missouri
$27K
RE
418
RBC Europe
United Kingdom
$26.7K
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$25K
ATC
420
Adirondack Trust Company
New York
$24K
SCA
421
Stonebridge Capital Advisors
Minnesota
$24K +$31.9K +90 New
MAM
422
McCarthy Asset Management
California
$22K
CHA
423
Carmichael Hill & Associates
Maryland
$22K +$4.25K +12 +17%
JCM
424
Jacobi Capital Management
Pennsylvania
$21K -$1.77K -5 -6%
CAPTRUST Financial Advisors
425
CAPTRUST Financial Advisors
North Carolina
$19K +$25.2K +71 New