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378 hedge funds and large institutions have $12.3B invested in MongoDB in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 166 increasing their positions, 87 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 87

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $11.6B → $12.3B (+$747M)

6% more funds holding

Funds holding: 357378 (+21)

2% more call options, than puts

Call options by funds: $505M | Put options by funds: $497M

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10.52% less ownership

Funds ownership: 100.9%90.37% (-11%)

Holders
378
Holders Change
+21
Holders Change %
+5.88%
% of All Funds
7.63%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
62
Increased
166
Reduced
87
Closed
40
Calls
$505M
Puts
$497M
Net Calls
+$8.45M
Net Calls Change
-$90.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$1.46M +$1.17M +5,392 +587%
CF
177
Centaurus Financial
California
$1.45M
AIM
178
Aigen Investment Management
New York
$1.44M +$1.01M +4,650 +297%
Group One Trading
179
Group One Trading
Illinois
$1.41M +$826K +3,810 +168%
Lazard Asset Management
180
Lazard Asset Management
New York
$1.4M
AIL
181
AGF Investments LLC
Ontario, Canada
$1.4M +$1.29M +5,944 +5,885%
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$1.37M +$1.28M +5,915 New
RJFSA
183
Raymond James Financial Services Advisors
Florida
$1.32M +$148K +685 +14%
OPERF
184
Oregon Public Employees Retirement Fund
Oregon
$1.32M -$65K -300 -5%
JG
185
Jefferies Group
New York
$1.3M +$1.22M +5,607 New
BFEC
186
Benjamin F. Edwards & Company
Missouri
$1.29M -$28K -129 -2%
LCG
187
Lisanti Capital Growth
New York
$1.29M +$1.21M +5,585 New
DSAM
188
Dock Street Asset Management
Florida
$1.28M
QSS
189
Quantitative Systematic Strategies
Florida
$1.24M -$169K -778 -13%
AWM
190
AE Wealth Management
Kansas
$1.22M -$1.12M -5,158 -50%
X
191
Xponance
Pennsylvania
$1.21M +$190K +877 +20%
AIM
192
Achmea Investment Management
Netherlands
$1.17M -$1.18M -5,436 -52%
MIH
193
Meitav Investment House
Israel
$1.16M +$595K +2,747 +121%
HighTower Advisors
194
HighTower Advisors
Illinois
$1.16M -$170K -782 -13%
NAM
195
Nissay Asset Management
Japan
$1.16M +$75K +346 +7%
RIA
196
Realta Investment Advisors
Delaware
$1.16M -$19.5K -90 -2%
TFA
197
Teamwork Financial Advisors
Texas
$1.15M -$1.14M -5,246 -51%
Calamos Advisors
198
Calamos Advisors
Illinois
$1.14M -$537K -2,478 -34%
DCM
199
Driehaus Capital Management
Illinois
$1.14M +$23.8K +110 +2%
GC
200
Guggenheim Capital
Illinois
$1.06M +$203K +938 +26%