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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
BDWM
426
Brewin Dolphin Wealth Management
Ireland
$18.7K
LC
427
Lindbrook Capital
California
$17K +$8.5K +24 +63%
WAS
428
Winch Advisory Services
Wisconsin
$17K +$12K +34 +110%
FHA
429
First Horizon Advisors
Tennessee
$17K +$24.1K +68 +6,800%
PA
430
Parallel Advisors
California
$16K +$7.08K +20 +49%
CG
431
Cutler Group
California
$10K -$2.76M -7,800 -100%
Loomis, Sayles & Company
432
Loomis, Sayles & Company
Massachusetts
$10K
SBL
433
Sargent Bickham Lagudis
Colorado
$9K -$28.7K -81 -70%
SSB
434
Sandy Spring Bank
Maryland
$9K
AL
435
ADE LLC
Maryland
$7K
EARNEST Partners
436
EARNEST Partners
Georgia
$7K
FFC
437
First Financial Corp
Indiana
$7K
VCM
438
Versant Capital Management
Arizona
$7K
Credit Agricole
439
Credit Agricole
France
$7K +$8.86K +25 New
AFS
440
Annapolis Financial Services
Maryland
$5K
GAM
441
Grandview Asset Management
Pennsylvania
$5K +$6.02K +17 New
AS
442
Altshuler Shaham
Israel
$5K +$7.08K +20 New
BFC
443
Bedel Financial Consulting
Indiana
$4K
IAIM
444
International Assets Investment Management
Florida
$4K
EDRH
445
Edmond de Rothschild Holding
Switzerland
$4K +$4.96K +14 New
PMFA
446
Plante Moran Financial Advisors
Michigan
$4K +$5.31K +15 New
SA
447
SRH Advisors
Kansas
$4K +$5.31K +15 New
BCH
448
Berkshire Capital Holdings
California
$3K
TCM
449
Tradewinds Capital Management
Washington
$3K
BCA
450
Berman Capital Advisors
Georgia
$3K +$4.61K +13 New