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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 %
PAS
651
Park Avenue Securities
New York
$266K +$266K +1,133 New
RSWM
652
Robertson Stephens Wealth Management
California
$263K +$263K +1,120 New
SFA
653
Sequoia Financial Advisors
Ohio
$261K +$261K +1,112 New
I
654
INVST
Indiana
$260K +$260K +909 New
PCP
655
Proficio Capital Partners
Massachusetts
$258K +$258K +1,097 New
RB
656
Rodgers Brothers
Pennsylvania
$258K +$258K +1,100 New
CC
657
Cannell & Co
New York
$258K +$258K +1,100 New
GF
658
Gabelli Funds
New York
$257K +$257K +1,095 New
SMA
659
Sage Mountain Advisors
Georgia
$257K +$257K +1,095 New
CAM
660
Cozad Asset Management
Illinois
$257K +$257K +1,095 New
SW
661
SVB Wealth
Massachusetts
$256K -$105K -445 -29%
AFG
662
Albion Financial Group
Utah
$256K +$256K +1,090 New
HI
663
Humankind Investments
New York
$253K +$253K +1,076 New
PAS
664
Professional Advisory Services
Florida
$253K +$253K +1,077 New
SFO
665
Stokes Family Office
Louisiana
$252K +$252K +1,074 New
OL
666
Optas LLC
Texas
$252K +$252K +1,074 New
LFF
667
Level Four Financial
Texas
$250K +$250K +1,066 New
Kovitz Investment Group Partners
668
Kovitz Investment Group Partners
Illinois
$248K +$248K +1,057 New
NEPPG
669
New England Professional Planning Group
Rhode Island
$247K +$247K +641 New
MOS
670
MGO One Seven
Ohio
$247K +$247K +1,050 New
PCMC
671
Private Capital Management (Colorado)
Colorado
$246K +$246K +1,049 New
ESCM
672
Echo Street Capital Management
New York
$244K -$197K -840 -45%
JPLA
673
Joseph P. Lucia & Associates
New York
$243K +$19.1K +81 +9%
WI
674
Wintrust Investments
Illinois
$243K +$243K +1,034 New
FA
675
FDx Advisors
Illinois
$241K +$241K +1,025 New