556 hedge funds and large institutions have $31.5B invested in MongoDB in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 208 increasing their positions, 156 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+51
Holders Change %
+10.1%
% of All Funds
8.59%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.26%
New
115
Increased
208
Reduced
156
Closed
56
Calls
$1.3B
Puts
$2.42B
Net Calls
-$1.13B
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
426
Tealwood Asset Management
Minnesota
$240K
NFSG
427
Newbridge Financial Services Group
Florida
$239K -$20.6K -39 -8%
AF
428
Allworth Financial
California
$239K +$10.6K +20 +5%
CCM
429
Coldstream Capital Management
Washington
$239K +$239K +451 New
EN1L
430
Engine No 1 LLC
California
$239K +$239K +452 New
CI
431
Cigna Investments
Connecticut
$238K
GWM
432
Geneos Wealth Management
Colorado
$237K -$1M -1,900 -81%
PCM
433
Penserra Capital Management
California
$233K -$5.26K -10 -2%
IAA
434
Independent Advisor Alliance
North Carolina
$232K +$232K +438 New
PLFAM
435
Pineno Levin & Ford Asset Management
Virginia
$230K
TCWM
436
Total Clarity Wealth Management
Illinois
$230K +$10.6K +20 +5%
MC
437
Moors & Cabot
Massachusetts
$227K -$24.9K -47 -10%
CWP
438
Capital Wealth Planning
Florida
$226K +$226K +426 New
LWCFA
439
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$222K
MSFS
440
Main Street Financial Solutions
Pennsylvania
$221K +$221K +417 New
IAN
441
Integrated Advisors Network
Texas
$220K +$220K +415 New
LWM
442
Laidlaw Wealth Management
New York
$219K +$219K +414 New
CAPTRUST Financial Advisors
443
CAPTRUST Financial Advisors
North Carolina
$218K +$26K +49 +14%
KNW
444
Kesler Norman & Wride
Utah
$214K +$214K +404 New
ONGA
445
O'Neil Global Advisors
California
$213K +$213K +402 New
MIM
446
Montgomery Investment Management
Maryland
$212K +$212K +400 New
ASGS
447
Alpha Square Group S
New York
$212K +$212K +400 New
FB
448
Fulton Bank
Pennsylvania
$211K +$211K +397 New
KAS
449
Kestra Advisory Services
Texas
$210K -$60.3K -114 -22%
IF
450
IRON Financial
Illinois
$210K +$210K +396 New