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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 %
HIM
601
Hillsdale Investment Management
Ontario, Canada
$374K +$17.2K +100 +5%
IAA
602
Independent Advisor Alliance
North Carolina
$372K -$69.7K -404 -16%
DAM
603
Draper Asset Management
New York
$366K +$366K +2,126 New
CAM
604
Cresset Asset Management
Illinois
$365K -$70.3K -408 -16%
OPS
605
Orion Portfolio Solutions
Nebraska
$365K +$103K +598 +39%
CIM
606
CIM Investment Management
Pennsylvania
$363K -$344 -2 -0.1%
JCM
607
Jacobi Capital Management
Pennsylvania
$363K +$17.2K +100 +5%
PGFC
608
Peapack-Gladstone Financial Corp
New Jersey
$362K -$517 -3 -0.1%
CK
609
Cohen Klingenstein
New York
$362K
MFG
610
Merit Financial Group
Georgia
$360K +$136K +791 +61%
JF
611
Jump Financial
Illinois
$358K -$242K -1,405 -40%
WE
612
Wealth Effects
Massachusetts
$357K -$43.1K -250 -11%
SAM
613
Summit Asset Management
Tennessee
$356K +$35.3K +205 +11%
LWCFA
614
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$355K +$8.63K +50 +2%
VFA
615
Valeo Financial Advisors
Indiana
$355K +$107K +621 +43%
ACI
616
Alpha Cubed Investments
California
$352K +$352K +2,045 New
CC
617
Chicago Capital
Illinois
$351K
QI
618
Qtron Investments
Massachusetts
$350K
KF
619
Krilogy Financial
Missouri
$348K -$248K -1,440 -42%
JIC
620
Johnson Investment Counsel
Ohio
$348K -$175K -1,018 -33%
FTDI
621
First Trust Direct Indexing
Massachusetts
$348K +$95K +552 +38%
PFM
622
Peak Financial Management
Massachusetts
$347K
PWS
623
Paragon Wealth Strategies
Florida
$345K
ECM
624
EMC Capital Management
Texas
$345K
HCM
625
Harvey Capital Management
Florida
$344K