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Moderna

1,001 hedge funds and large institutions have $42.7B invested in Moderna in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 401 increasing their positions, 325 reducing their positions, and 221 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
-103
Holders Change %
-9.33%
% of All Funds
15.84%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
132
Increased
401
Reduced
325
Closed
221
Calls
$6.98B
Puts
$3.71B
Net Calls
+$3.27B
Net Calls Change
+$5.16B
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
451
Congress Wealth Management
Massachusetts
$878K -$275K -1,582 -24%
PL
452
Polianta Ltd
Jersey
$878K +$878K +5,100 New
AAS
453
Avantax Advisory Services
Texas
$874K -$35.2K -204 -4%
AFA
454
Abacus FCF Advisors
Florida
$874K +$874K +5,071 New
DF
455
Donoghue Forlines
Massachusetts
$874K +$874K +5,071 New
AFS
456
Aft Forsyth & Sober
Florida
$870K
LC
457
Lavaca Capital
Texas
$861K
CA
458
Cornerstone Advisors
North Carolina
$861K
PFM
459
Privium Fund Management
Netherlands
$861K +$861K +5,000 New
FHA
460
Flagship Harbor Advisors
Massachusetts
$856K -$56.5K -328 -6%
V
461
Veritable
Delaware
$833K +$206K +1,196 +33%
NIM
462
NuWave Investment Management
New Jersey
$830K +$283K +1,644 +52%
NFGCM
463
Norman Fields Gottscho Capital Management
New York
$830K +$830K +4,819 New
JWCA
464
J.W. Cole Advisors
Florida
$821K +$212K +1,230 +35%
Walleye Trading
465
Walleye Trading
New York
$818K -$14.9M -86,653 -95%
BPCE
466
Bank Pictet & Cie (Europe)
Germany
$817K -$250K -1,454 -23%
RC
467
Reik & Co
New York
$798K +$241K +1,400 +43%
CCP
468
Corient Capital Partners
California
$796K +$63.2K +367 +9%
AWM
469
Altium Wealth Management
New York
$796K +$426K +2,471 +115%
ASN
470
Advisory Services Network
Georgia
$793K +$171K +990 +27%
CPSC
471
Carl P. Sherr & Co
Massachusetts
$788K -$54.9K -319 -7%
PPW
472
Pinnacle Private Wealth
Massachusetts
$782K +$216K +1,251 +38%
WHG
473
Westwood Holdings Group
Texas
$769K -$230K -1,334 -23%
Lido Advisors
474
Lido Advisors
California
$764K +$204K +1,187 +37%
AP
475
Advisor Partners
California
$746K -$112K -651 -13%