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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 %
LFAS
526
Level Four Advisory Services
Texas
$259K -$25K -191 -9%
BSW
527
Buckingham Strategic Wealth
Missouri
$253K +$253K +1,930 New
V
528
Veritable
Delaware
$251K +$251K +1,919 New
FBB
529
Fulton Breakefield Broenniman
Maryland
$250K
FMT
530
First Mercantile Trust
Tennessee
$250K +$76K +581 +44%
BBP
531
Banco BTG Pactual
Brazil
$249K +$249K +1,900 New
OPS
532
Orion Portfolio Solutions
Nebraska
$248K -$47.4K -362 -16%
MIC
533
Means Investment Company
Maine
$248K +$4.05K +31 +2%
ESCM
534
Echo Street Capital Management
New York
$246K +$246K +1,878 New
PFM
535
Peak Financial Management
Massachusetts
$242K -$27.5K -210 -10%
GAM
536
Gotham Asset Management
New York
$240K -$520K -3,962 -68%
SWM
537
Spire Wealth Management
Virginia
$239K +$239K +1,889 New
HPCM
538
Hunter Perkins Capital Management
Illinois
$236K -$26.2K -200 -10%
Fayez Sarofim & Co
539
Fayez Sarofim & Co
Texas
$236K +$236K +1,800 New
RBFC
540
Roman Butler Fullerton & Co
Missouri
$235K +$235K +1,470 New
BAM
541
Beaumont Asset Management
Texas
$235K +$235K +1,796 New
PCM
542
Parsons Capital Management
Rhode Island
$229K +$229K +1,750 New
Koshinski Asset Management
543
Koshinski Asset Management
Illinois
$227K -$208K -1,586 -48%
CCG
544
Cypress Capital Group
Florida
$226K -$109K -830 -33%
VFA
545
Valeo Financial Advisors
Indiana
$226K +$63K +481 +39%
MIG
546
McGuire Investment Group
Rhode Island
$226K +$226K +1,727 New
BJL
547
Brighton Jones LLC
Washington
$224K -$175K -1,341 -44%
HSA
548
HBK Sorce Advisory
Pennsylvania
$224K +$224K +1,707 New
PIA
549
Perennial Investment Advisors
California
$223K +$223K +1,702 New
SFS
550
Strategic Financial Services
New York
$220K +$220K +1,680 New