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 %
PIM
651
Profit Investment Management
Maryland
$462K +$462K +1,822 New
LOAMS
652
Lombard Odier Asset Management (Switzerland)
Switzerland
$459K +$459K +1,809 New
FBB
653
Fulton Breakefield Broenniman
Maryland
$458K -$38.1K -150 -8%
LSPW
654
Lake Street Private Wealth
Illinois
$457K +$278K +1,096 +156%
BP
655
Ballentine Partners
Massachusetts
$455K -$254 -1 -0.1%
BS
656
Boenning & Scattergood
Pennsylvania
$453K +$128K +505 +39%
RT
657
Rockland Trust
Massachusetts
$452K -$1.78K -7 -0.4%
PCA
658
Personal Capital Advisors
California
$452K +$67.6K +266 +18%
SGAM
659
Smith Group Asset Management
Texas
$452K +$142K +560 +46%
TLCM
660
Twin Lakes Capital Management
California
$450K
EWA
661
EP Wealth Advisors
California
$450K +$15.5K +61 +4%
AWA
662
Arete Wealth Advisors
Illinois
$447K -$88K -359 -16%
PVH
663
Psagot Value Holdings
Israel
$447K +$424K +1,670 +1,856%
BJL
664
Brighton Jones LLC
Washington
$446K +$7.37K +29 +2%
AWE
665
Avidian Wealth Enterprises
Texas
$445K -$279K -1,099 -39%
PIG
666
Pantheon Investment Group
California
$442K +$442K +1,719 New
QCG
667
Quadrant Capital Group
Ohio
$437K -$11.9K -47 -3%
GF
668
Gries Financial
Ohio
$436K -$50.8K -200 -10%
VVP
669
Venture Visionary Partners
Ohio
$435K -$34K -134 -7%
WPC
670
Wedmont Private Capital
Pennsylvania
$435K +$435K +2,071 New
PWP
671
Perfromance Wealth Partners
Illinois
$434K +$434K +1,710 New
JGGDR
672
JGP Global Gestao de Recursos
Brazil
$431K -$762 -3 -0.2%
MIG
673
McGuire Investment Group
Rhode Island
$431K
AFM
674
Abbot Financial Management
Massachusetts
$427K +$23.9K +94 +6%
P
675
Pitcairn
Pennsylvania
$424K -$290K -1,141 -41%