MRNA icon

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 %
QI
626
Qtron Investments
Massachusetts
$516K -$416K -1,636 -45%
WSC
627
Wellington Shields & Co
New York
$516K +$516K +2,032 New
PFM
628
Peak Financial Management
Massachusetts
$512K -$40.6K -160 -7%
LWCFA
629
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$510K -$5.84K -23 -1%
JCM
630
Jacobi Capital Management
Pennsylvania
$510K +$383K +1,509 +301%
PWS
631
Paragon Wealth Strategies
Florida
$508K
ECM
632
EMC Capital Management
Texas
$508K
NL
633
NKCFO LLC
Illinois
$508K +$508K +2,000 New
HCM
634
Harvey Capital Management
Florida
$507K
CG
635
Colony Group
Massachusetts
$502K +$191K +750 +61%
AAS
636
Ameritas Advisory Services
Nebraska
$501K +$501K +1,973 New
SWM
637
Spire Wealth Management
Virginia
$491K -$669K -2,635 -58%
HSA
638
HBK Sorce Advisory
Pennsylvania
$491K +$79.5K +313 +19%
JSL
639
JT Stratford LLC
Georgia
$490K -$524K -2,062 -52%
IAN
640
Integrated Advisors Network
Texas
$490K -$93.8K -369 -16%
SSB
641
Sandy Spring Bank
Maryland
$490K +$171K +673 +54%
GA
642
GraniteShares Advisors
New York
$490K +$490K +1,933 New
VAFP
643
Vahanian & Associates Financial Planning
New York
$483K +$483K +1,901 New
CI Investments Inc
644
CI Investments Inc
Ontario, Canada
$476K +$87K +343 +22%
FDS
645
First Dallas Securities
Texas
$474K -$12.7K -50 -3%
SAM
646
Summit Asset Management
Tennessee
$473K -$220K -868 -32%
BDF
647
Balasa Dinverno & Foltz
$472K +$75.9K +299 +19%
BFA
648
Beaumont Financial Advisors
Massachusetts
$470K -$2.54K -10 -0.5%
SWRP
649
Summit Wealth & Retirement Planning
California
$468K +$468K +1,844 New
S
650
Seeyond
France
$463K -$196K -772 -30%