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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
Russell Investments Group
201
Russell Investments Group
United Kingdom
$1.75M -$4.99M -14,080 -68%
ETCM
202
Evolutionary Tree Capital Management
Virginia
$1.71M -$439K -1,240 -16%
EMG
203
ETF Managers Group
New Jersey
$1.7M +$125K +352 +6%
SSG
204
Summit Securities Group
New York
$1.6M +$1.88M +5,300 +757%
APG Asset Management
205
APG Asset Management
Netherlands
$1.59M -$12.6M -35,647 -84%
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$1.57M +$1.06K +3 +0.1%
VIA
207
Vident Investment Advisory
Georgia
$1.56M +$1.06M +3,005 +106%
II
208
IFM Investors
Australia
$1.56M +$419K +1,183 +25%
Walleye Trading
209
Walleye Trading
New York
$1.5M +$1.98M +5,598 New
CWMU
210
Caliber Wealth Management (Utah)
Utah
$1.49M -$503K -1,420 -20%
DSAM
211
Dock Street Asset Management
Florida
$1.47M
NAM
212
Nissay Asset Management
Japan
$1.46M +$104K +293 +6%
X
213
Xponance
Pennsylvania
$1.45M +$35.1K +99 +2%
Aberdeen Group
214
Aberdeen Group
United Kingdom
$1.44M +$1.29M +3,640 +208%
AI
215
AdvisorShares Investments
Maryland
$1.42M +$1.88M +5,294 New
Creative Planning
216
Creative Planning
Kansas
$1.41M +$419K +1,184 +29%
CF
217
Centaurus Financial
California
$1.4M -$53.1K -150 -3%
DCM
218
Driehaus Capital Management
Illinois
$1.39M -$169K -478 -8%
Simplex Trading
219
Simplex Trading
Illinois
$1.39M -$2.76M -7,777 -60%
Lazard Asset Management
220
Lazard Asset Management
New York
$1.39M -$1.87M -5,274 -50%
WBC
221
Westpac Banking Corp
Australia
$1.38M
BS
222
Banco Santander
Spain
$1.37M +$1.82M +5,136 New
HighTower Advisors
223
HighTower Advisors
Illinois
$1.35M -$8.86K -25 -0.5%
EGM
224
Engineers Gate Manager
New York
$1.32M +$1.75M +4,937 New
MF
225
Magnetar Financial
Illinois
$1.27M +$1.68M +4,753 New