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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
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$147K -410 Closed
TPWA
502
TRUE Private Wealth Advisors
Oregon
-$118K -331 Closed
FEG
503
Financial Enhancement Group
Indiana
-$40K -111 Closed
FCH
504
Freestone Capital Holdings
Washington
-$30.5K -85 Closed
FWM
505
ForthRight Wealth Management
Georgia
-$27K -75 Closed
NICM
506
Neo Ivy Capital Management
New York
-$21K -59 Closed
GWS
507
Glassman Wealth Services
Virginia
-$17.4K -49 -98%
CT
508
Clearstead Trust
Maine
-$11K -32 Closed
RWA
509
Ropes Wealth Advisors
Massachusetts
-$10K -28 Closed
BSSFA
510
Baron Silver Stevens Financial Advisors
Florida
-$6K -19 Closed
MFT
511
Moisand Fitzgerald Tamayo
Florida
-$6K -16 Closed
ABC
512
Associated Banc-Corp
Wisconsin
-$5K -14 Closed
CCA
513
Childress Capital Advisors
Texas
-$4K -12 Closed
RPWA
514
Regent Peak Wealth Advisors
Georgia
-$4K -12 Closed
AF
515
Allworth Financial
California
-$4K -10 Closed
Kayne Anderson Rudnick Investment Management
516
Kayne Anderson Rudnick Investment Management
California
-$1K -4 Closed
ZB
517
Zions Bancorporation
Utah
-$1K -4 Closed
VCG
518
Vantage Consulting Group
Virginia
-$1K -3 Closed
Northwestern Mutual Wealth Management
519
Northwestern Mutual Wealth Management
Wisconsin
-$1K -2 Closed