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Moderna

898 hedge funds and large institutions have $53.8B invested in Moderna in 2021 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 325 increasing their positions, 253 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+127
Holders Change %
+16.47%
% of All Funds
15.68%
Holding in Top 10
32
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+88.24%
% of All Funds
0.56%
New
218
Increased
325
Reduced
253
Closed
84
Calls
$3.96B
Puts
$4.68B
Net Calls
-$721M
Net Calls Change
-$361M
Name Holding Trade Value Shares
Change
Shares
Change %
DF
551
Donoghue Forlines
Massachusetts
$442K -$1.19M -5,065 -73%
LWCFA
552
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$437K +$437K +1,858 New
PFM
553
Peak Financial Management
Massachusetts
$434K
BFEC
554
Benjamin F. Edwards & Company
Missouri
$434K +$208K +884 +92%
Fayez Sarofim & Co
555
Fayez Sarofim & Co
Texas
$423K
SAM
556
Summit Asset Management
Tennessee
$421K +$51.7K +220 +14%
GT
557
Glenmede Trust
Pennsylvania
$419K -$480K -2,050 -53%
BJL
558
Brighton Jones LLC
Washington
$419K +$17.1K +73 +4%
OSAM
559
O'Shaughnessy Asset Management
Connecticut
$413K +$175K +746 +74%
FFS
560
Founders Financial Securities
Maryland
$411K +$41.6K +177 +11%
PA
561
Pinnacle Associates
New York
$407K +$407K +1,731 New
HSA
562
HBK Sorce Advisory
Pennsylvania
$404K +$2.82K +12 +0.7%
G
563
Gainplan
Michigan
$403K +$403K +1,693 New
CCC
564
Crescent Capital Consulting
Louisiana
$402K +$47K +200 +13%
RPWA
565
Regent Peak Wealth Advisors
Georgia
$401K +$401K +1,135 New
LFAS
566
Level Four Advisory Services
Texas
$399K -$65.5K -279 -14%
MIG
567
McGuire Investment Group
Rhode Island
$399K -$6.81K -29 -2%
NIPH
568
NN Investment Partners Holdings
Netherlands
$399K +$399K +1,700 New
SFS
569
Strategic Financial Services
New York
$395K
EWA
570
EP Wealth Advisors
California
$388K +$388K +1,651 New
TWM
571
TriaGen Wealth Management
California
$387K +$387K +1,095 New
RCA
572
Ranch Capital Advisors
Florida
$385K -$186K -1,421 Closed
BAIA
573
Bel Air Investment Advisors
California
$384K +$384K +1,636 New
Lido Advisors
574
Lido Advisors
California
$381K +$381K +1,622 New
CCG
575
Cypress Capital Group
Florida
$380K -$23.9K -102 -6%