1,048 hedge funds and large institutions have $65.7B invested in Moody's in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 386 increasing their positions, 297 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
+85
Holders Change %
+8.83%
% of All Funds
16.19%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
158
Increased
386
Reduced
297
Closed
59
Calls
$74.1M
Puts
$139M
Net Calls
-$64.6M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
601
NorthCrest Asset Manangement
Minnesota
$795K +$795K +2,037 New
MYAM
602
Meiji Yasuda Asset Management
Japan
$782K +$89.8K +230 +13%
SCM
603
Stonebridge Capital Management
California
$781K
EC
604
Enhancing Capital
Pennsylvania
$781K +$781K +2,000 New
RJT
605
Raymond James Trust
Florida
$777K +$1.17K +3 +0.2%
DBRC
606
D.B. Root & Company
Pennsylvania
$775K -$15.2K -39 -2%
MFG
607
Monte Financial Group
Connecticut
$775K +$775K +1,983 New
CCM
608
Coldstream Capital Management
Washington
$772K +$398K +1,020 +106%
KFI
609
Key Financial Inc
Pennsylvania
$769K
Cerity Partners
610
Cerity Partners
New York
$766K +$254K +648 +50%
IAIM
611
Industrial Alliance Investment Management
Quebec, Canada
$760K +$760K +1,945 New
JAFL
612
Jay A. Fishman Ltd
Michigan
$752K
RA
613
Riversedge Advisors
Delaware
$747K
CFMC
614
Curbstone Financial Management Corp
New Hampshire
$742K
PIMG
615
Patriot Investment Management Group
Tennessee
$738K
ETC
616
Exchange Traded Concepts
Oklahoma
$730K +$559K +1,430 +326%
SW
617
SVB Wealth
Massachusetts
$729K -$274K -703 -27%
AssetMark Inc
618
AssetMark Inc
California
$727K +$654K +1,674 +890%
Dodge & Cox
619
Dodge & Cox
California
$725K
LPT
620
Legacy Private Trust
Wisconsin
$715K
SFA
621
Sequoia Financial Advisors
Ohio
$712K +$712K +1,822 New
LS
622
Livforsakringsbolaget Skandia
Sweden
$711K -$429K -1,100 -38%
RMCM
623
Reynders McVeigh Capital Management
Massachusetts
$711K -$1.56K -4 -0.2%
VPI
624
Value Partners Investments
Manitoba, Canada
$711K +$177K +455 +33%
VAS
625
Vestmark Advisory Solutions
Massachusetts
$707K +$71.8K +184 +11%