925 hedge funds and large institutions have $49.6B invested in Moody's in 2020 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 317 increasing their positions, 305 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+47
Holders Change %
+5.35%
% of All Funds
16.41%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.59%
New
123
Increased
317
Reduced
305
Closed
68
Calls
$84.1M
Puts
$80.1M
Net Calls
+$4.06M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BFIM
701
Beese Fulmer Investment Management
Ohio
$290K
CCM
702
Coldstream Capital Management
Washington
$290K +$290K +1,000 New
JCM
703
JS Capital Management
New York
$290K +$290K +1,000 New
TAM
704
Trillium Asset Management
Massachusetts
$282K
FNBT
705
FineMark National Bank & Trust
Florida
$280K -$47.6K -164 -15%
RAM
706
Roanoke Asset Management
New Jersey
$280K
TI
707
Tidal Investments
Wisconsin
$280K +$280K +964 New
PI
708
Pettee Investors
Connecticut
$275K
BBI
709
Baxter Bros Inc
Connecticut
$275K
VIMU
710
Veritas Investment Management (UK)
United Kingdom
$274K
TLCM
711
Twin Lakes Capital Management
California
$274K +$274K +944 New
P
712
Pitcairn
Pennsylvania
$273K +$869 +3 +0.3%
BHWM
713
Bar Harbor Wealth Management
New Hampshire
$269K
4WM
714
4J Wealth Management
Virginia
$268K +$268K +925 New
CBFP
715
Cedar Brook Financial Partners
Ohio
$267K +$14.5K +50 +6%
MAM
716
Meeder Asset Management
Ohio
$267K +$78K +269 +41%
DWM
717
Doyle Wealth Management
Florida
$266K -$29K -100 -10%
RIM
718
Regent Investment Management
Kentucky
$266K
ABC
719
Associated Banc-Corp
Wisconsin
$266K +$14.2K +49 +6%
FMWA
720
Forvis Mazars Wealth Advisors
Missouri
$265K +$10.5K +36 +4%
WP
721
WealthSource Partners
California
$264K +$52K +179 +25%
EDRH
722
Edmond de Rothschild Holding
Switzerland
$261K
DA
723
Dash Acquisitions
California
$261K +$261K +900 New
CQS
724
Credential Qtrade Securities
$261K +$8.13K +28 +3%
HFM
725
Harvest Fund Management
China
$260K -$192K -664 -43%