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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
TI
476
Trexquant Investment
Connecticut
-$2.05M -5,712 Closed
Federated Hermes
477
Federated Hermes
Pennsylvania
-$1.74M -4,844 Closed
Mirae Asset Global Investments
478
Mirae Asset Global Investments
South Korea
-$997K -2,776 Closed
SHGA
479
Sand Hill Global Advisors
California
-$916K -2,550 Closed
RIA
480
Regal Investment Advisors
Michigan
-$697K -1,942 Closed
ALAM
481
Asahi Life Asset Management
Japan
-$625K -1,740 Closed
SCA
482
Spearhead Capital Advisors
Florida
-$545K -1,519 Closed
MC
483
Moors & Cabot
Massachusetts
-$473K -1,315 Closed
OMC
484
Old Mission Capital
Illinois
-$453K -1,264 Closed
QC
485
QCM Cayman
Texas
-$347K -967 Closed
TSS
486
Two Sigma Securities
New York
-$335K -934 Closed
WAM
487
Wolverine Asset Management
Illinois
-$315K -879 Closed
OQS
488
Occudo Quantitative Strategies
Florida
-$304K -847 Closed
Janney Montgomery Scott
489
Janney Montgomery Scott
Pennsylvania
-$287K -798 Closed
AWM
490
Aevitas Wealth Management
Massachusetts
-$269K -750 Closed
Brown Advisory
491
Brown Advisory
Maryland
-$266K -742 Closed
CWM
492
Cornerstone Wealth Management
Missouri
-$252K -703 Closed
SWP
493
Stratos Wealth Partners
Ohio
-$242K -674 Closed
DJYG
494
David J. Yvars Group
Florida
-$233K -650 Closed
NCM
495
Northside Capital Management
Oregon
-$215K -600 Closed
DILIC
496
Dai-ichi Life Insurance Company
Japan
-$211K -588 Closed
ISWM
497
Independent Solutions Wealth Management
New York
-$201K -560 Closed
MFS
498
Mirabella Financial Services
United Kingdom
-$200K -558 Closed
DCM
499
Dupont Capital Management
Delaware
-$160K -447 Closed
IR
500
Invictus RG
Bermuda
-$159K -442 Closed