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Moderna

771 hedge funds and large institutions have $27.4B invested in Moderna in 2021 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 289 increasing their positions, 223 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
+58
Holders Change %
+8.13%
% of All Funds
13.58%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
168
Increased
289
Reduced
223
Closed
102
Calls
$2.01B
Puts
$2.37B
Net Calls
-$360M
Net Calls Change
+$123M
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
376
Mercer Global Advisors
Colorado
$692K -$47K -359 -6%
SC
377
Scotia Capital
Ontario, Canada
$689K +$308K +2,351 +81%
BAM
378
Belpointe Asset Management
Nevada
$685K -$115K -877 -14%
IA
379
IndexIQ Advisors
New York
$681K +$89.1K +681 +15%
KPWS
380
Kestra Private Wealth Services
Texas
$678K -$80.6K -616 -11%
LSA
381
L & S Advisors
California
$675K -$3.03M -23,169 -82%
KC
382
Knuff & Co
California
$673K +$673K +5,142 New
AI
383
AXS Investments
New York
$672K +$672K +5,130 New
APA
384
American Portfolios Advisors
New York
$670K +$13.2K +101 +2%
JSL
385
JT Stratford LLC
Georgia
$664K -$53.3K -407 -7%
SF
386
Synovus Financial
Georgia
$664K +$103K +786 +18%
EFM
387
E Fund Management
China
$661K +$661K +5,046 New
DADC
388
D.A. Davidson & Co
Montana
$659K -$286K -2,187 -30%
QI
389
QS Investors
New York
$657K -$78.7K -600 -11%
GI
390
GAMCO Investors
Connecticut
$655K +$655K +5,000 New
RI
391
Redwood Investments
Massachusetts
$655K +$655K +5,000 New
Macquarie Group
392
Macquarie Group
Australia
$645K +$106K +810 +20%
VAG
393
VisionPoint Advisory Group
Texas
$644K -$67.8K -518 -10%
NL
394
NVWM LLC
Pennsylvania
$643K +$19.1K +146 +3%
AAM
395
Advisors Asset Management
Colorado
$640K +$208K +1,590 +48%
JAWM
396
J. Arnold Wealth Management
Ohio
$618K -$180K -1,373 -23%
VPIM
397
Vanguard Personalized Indexing Management
California
$612K +$179K +1,364 +41%
XWM
398
Xcel Wealth Management
Florida
$587K +$587K +4,480 New
PG
399
Pendal Group
Australia
$580K +$580K +4,426 New
YIH
400
Y-Intercept (HK)
Hong Kong
$579K -$1.86M -15,648 -76%