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Moderna

1,104 hedge funds and large institutions have $61.9B invested in Moderna in 2021 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 400 increasing their positions, 378 reducing their positions, and 232 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
-30
Holders Change %
-2.65%
% of All Funds
17.05%
Holding in Top 10
22
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-43.59%
% of All Funds
0.34%
New
221
Increased
400
Reduced
378
Closed
232
Calls
$5.69B
Puts
$7.59B
Net Calls
-$1.9B
Net Calls Change
-$599M
Name Holding Trade Value Shares
Change
Shares
Change %
RHBC
526
R.H. Bluestein & Co
Michigan
$790K
AW
527
ACG Wealth
Georgia
$785K -$789K -3,104 -50%
CI
528
Conning Inc
Connecticut
$782K +$20.3K +80 +3%
MGP
529
Metis Global Partners
California
$782K +$782K +3,080 New
JIC
530
Johnson Investment Counsel
Ohio
$772K +$27.2K +107 +4%
CA
531
Continuum Advisory
Idaho
$768K +$177K +697 +30%
GI
532
GAMCO Investors
Connecticut
$762K -$762K -3,000 -50%
YC
533
Yarbrough Capital
Tennessee
$762K +$762K +3,000 New
PTC
534
Philadelphia Trust Company
Pennsylvania
$759K -$95.2K -375 -11%
RWA
535
Ropes Wealth Advisors
Massachusetts
$755K -$43.6M -171,808 -98%
LPT
536
Legacy Private Trust
Wisconsin
$746K +$549K +2,165 +279%
KWM
537
Keebeck Wealth Management
Illinois
$744K
BAM
538
Beaumont Asset Management
Texas
$744K +$30.4K +120 +4%
SI
539
Stephens Inc
Arkansas
$742K +$63.5K +250 +9%
MIA
540
MMBG Investment Advisors
Florida
$726K +$726K +2,860 New
AII
541
AGF Investments Inc
Ontario, Canada
$718K +$339K +1,334 +89%
QTM
542
qPULA Trading Management
New York
$717K +$717K +2,825 New
IHL
543
Investment House LLC
California
$715K -$663K -2,610 -48%
LWM
544
Laidlaw Wealth Management
New York
$715K +$140K +551 +24%
AIL
545
AGF Investments LLC
Ontario, Canada
$715K +$715K +2,816 New
CCM
546
Coldstream Capital Management
Washington
$707K +$707K +2,782 New
GC
547
GFG Capital
Florida
$704K
DT
548
Diversified Trust
Tennessee
$699K -$4.06K -16 -0.6%
GVAG
549
Great Valley Advisor Group
Delaware
$695K -$2.05M -7,998 -75%
PWP
550
Principle Wealth Partners
Connecticut
$695K -$63K -248 -8%