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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 %
AIC
626
Ameritas Investment Company
Nebraska
$293K -$257K -502 -47%
SSB
627
Sandy Spring Bank
Maryland
$291K +$58.8K +250 +25%
BWP
628
BSW Wealth Partners
Colorado
$291K +$291K +1,239 New
EWM
629
Evercore Wealth Management
New York
$290K +$290K +1,235 New
GWSG
630
GPS Wealth Strategies Group
Colorado
$289K
BCA
631
Bay Colony Advisors
Massachusetts
$289K +$289K +1,229 New
HFA
632
High Falls Advisors
New York
$288K +$288K +1,225 New
MA
633
Mutual Advisors
Nebraska
$286K +$286K +1,215 New
EPWM
634
Essex Private Wealth Management
Massachusetts
$286K +$286K +1,219 New
CCM
635
Coldstream Capital Management
Washington
$284K +$284K +1,209 New
SAM
636
Silvercrest Asset Management
New York
$282K +$282K +1,200 New
RT
637
Rockland Trust
Massachusetts
$282K +$282K +1,201 New
CHAM
638
Clear Harbor Asset Management
Connecticut
$280K +$280K +1,190 New
IAN
639
Integrated Advisors Network
Texas
$280K +$280K +1,191 New
EWM
640
Empirical Wealth Management
Washington
$280K +$280K +1,192 New
EH
641
Equitable Holdings
New York
$278K +$278K +1,185 New
AWM
642
Apollon Wealth Management
South Carolina
$278K +$278K +1,185 New
IA
643
IFP Advisors
Florida
$276K +$62.8K +269 +29%
EBT
644
Enterprise Bank & Trust
Massachusetts
$273K +$273K +1,160 New
BHB
645
Bank Hapoalim BM
Israel
$273K +$273K +1,161 New
PWM
646
Perigon Wealth Management
California
$271K +$271K +1,155 New
MPM
647
Meritage Portfolio Management
Kansas
$269K -$104K -443 -28%
CIAS
648
Capital Investment Advisory Services
North Carolina
$269K +$269K +1,143 New
PIA
649
Perennial Investment Advisors
California
$266K -$133K -568 -33%
WFI
650
West Family Investments
California
$266K +$266K +1,130 New