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Moderna

1,134 hedge funds and large institutions have $93.4B invested in Moderna in 2021 Q3 according to their latest regulatory filings, with 321 funds opening new positions, 391 increasing their positions, 325 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,134
Holders Change
+236
Holders Change %
+26.28%
% of All Funds
19.92%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.68%
New
321
Increased
391
Reduced
325
Closed
74
Calls
$8.43B
Puts
$9.72B
Net Calls
-$1.3B
Net Calls Change
-$577M
Name Holding Trade Value Shares
Change
Shares
Change %
AFM
676
Abbot Financial Management
Massachusetts
$611K +$8.85K +23 +1%
SFPG
677
Stonebridge Financial Planning Group
Florida
$609K -$43.3K -125 -7%
BDF
678
Balasa Dinverno & Foltz
$600K +$600K +1,560 New
HJMC
679
Hellman Jordan Management Company
Massachusetts
$594K -$445K -1,156 -43%
FTDI
680
First Trust Direct Indexing
Massachusetts
$591K +$591K +1,535 New
CI Investments Inc
681
CI Investments Inc
Ontario, Canada
$590K +$590K +1,533 New
SCA
682
Spearhead Capital Advisors
Florida
$587K -$21.9K -57 -4%
PCA
683
Personal Capital Advisors
California
$582K -$18.1K -47 -3%
DAS
684
Dynamic Advisor Solutions
Arizona
$582K +$42.7K +111 +8%
CIP
685
Convergence Investment Partners
Florida
$578K +$52.3K +136 +10%
CAM
686
Carret Asset Management
New York
$577K
AC
687
Amia Capital
United Kingdom
$577K +$577K +1,500 New
AII
688
AGF Investments Inc
Ontario, Canada
$574K -$1.67M -4,352 -74%
RSWM
689
Robertson Stephens Wealth Management
California
$562K +$131K +342 +31%
CAG
690
Crestwood Advisors Group
Massachusetts
$560K +$59.3K +154 +12%
KIA
691
KCM Investment Advisors
California
$552K -$200K -519 -27%
PFA
692
Plotkin Financial Advisors
Maryland
$548K +$548K +1,425 New
FA
693
Fountainhead AM
New Jersey
$547K +$547K +1,421 New
SAM
694
Sabadell Asset Management
Spain
$545K
AWM
695
Apollon Wealth Management
South Carolina
$544K +$87.8K +228 +19%
RWM
696
Ritholtz Wealth Management
New York
$537K +$537K +1,396 New
AF
697
Allworth Financial
California
$536K +$37K +96 +7%
RPWA
698
Regent Peak Wealth Advisors
Georgia
$534K +$97K +252 +22%
FCB
699
First Command Bank
Texas
$533K
FCFS
700
First Command Financial Services
Texas
$533K