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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
Capital World Investors
1
Capital World Investors
California
$1.99B +$27.9M +78,816 +1%
BlackRock
2
BlackRock
New York
$1.4B +$238M +671,692 +15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.33B +$83.7M +236,156 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.24B -$288M -813,009 -15%
Morgan Stanley
5
Morgan Stanley
New York
$719M +$34.4M +97,234 +4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$530M -$44.3M -125,058 -6%
JP Morgan Chase
7
JP Morgan Chase
New York
$399M +$75.3M +212,592 +17%
Wells Fargo
8
Wells Fargo
California
$354M +$5.56M +15,690 +1%
Capital Research Global Investors
9
Capital Research Global Investors
California
$341M +$450K +1,269 +0.1%
WRCM
10
Whale Rock Capital Management
Massachusetts
$338M -$34.6M -97,745 -7%
State Street
11
State Street
Massachusetts
$274M +$24.9M +70,331 +7%
Franklin Resources
12
Franklin Resources
California
$213M -$96.3M -271,717 -25%
TCM
13
Tybourne Capital Management
Hong Kong
$198M -$22.7M -64,183 -8%
First Trust Advisors
14
First Trust Advisors
Illinois
$188M -$50.8M -143,420 -17%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$179M +$14M +39,565 +6%
GGHC
16
Gilder Gagnon Howe & Co
New York
$175M -$30M -84,620 -11%
SI
17
SQN Investors
California
$147M
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$147M +$52.6M +148,435 +37%
Norges Bank
19
Norges Bank
Norway
$140M -$6.67M -18,814 -3%
Capital International Investors
20
Capital International Investors
California
$135M -$35.9M -101,317 -17%
Citadel Advisors
21
Citadel Advisors
Florida
$130M +$135M +382,470 +366%
Ameriprise
22
Ameriprise
Minnesota
$122M +$124M +350,326 +326%
AllianceBernstein
23
AllianceBernstein
Tennessee
$115M +$7.9M +22,287 +5%
Allianz Asset Management
24
Allianz Asset Management
Germany
$113M -$113M -319,695 -43%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$109M -$23.3M -65,900 -14%