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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 %
FFA
701
Founders Financial Alliance
North Carolina
$533K +$26.9K +70 +5%
VHAM
702
Van Hulzen Asset Management
California
$527K +$527K +1,369 New
PWM
703
Perigon Wealth Management
California
$523K +$78.5K +204 +18%
HPCM
704
Hunter Perkins Capital Management
Illinois
$520K -$57.8K -150 -10%
CC
705
Cadinha & Co
Hawaii
$520K +$520K +1,350 New
CIAS
706
CFS Investment Advisory Services
New Jersey
$517K +$517K +1,343 New
VFA
707
Valeo Financial Advisors
Indiana
$511K +$19.6K +51 +4%
JIC
708
Joel Isaacson & Co
New York
$509K +$509K +1,322 New
DA
709
DCM Advisors
New York
$506K -$3.85K -10 -0.8%
MW
710
Marcum Wealth
Ohio
$503K +$118K +307 +31%
PIA
711
Perennial Investment Advisors
California
$499K +$64.1K +167 +15%
BS
712
Boenning & Scattergood
Pennsylvania
$492K
SW
713
SVB Wealth
Massachusetts
$492K +$72.8K +189 +17%
SIG
714
Sargent Investment Group
Maryland
$489K -$30.8K -80 -6%
MFG
715
Menard Financial Group
Texas
$489K +$489K +1,271 New
EPWM
716
Essex Private Wealth Management
Massachusetts
$488K +$18.9K +49 +4%
SSB
717
Sandy Spring Bank
Maryland
$484K +$7.7K +20 +2%
GAG
718
GM Advisory Group
New York
$482K
OIA
719
OneDigital Investment Advisors
Kansas
$481K -$488K -1,267 -50%
MCWS
720
McKinley Carter Wealth Services
West Virginia
$477K -$289K -750 -38%
EWM
721
Evercore Wealth Management
New York
$477K +$1.54K +4 +0.3%
BCA
722
Berman Capital Advisors
Georgia
$477K +$150K +391 +46%
CC
723
Centiva Capital
New York
$473K +$473K +1,229 New
CG
724
Colony Group
Massachusetts
$471K -$581K -1,510 -55%
HFA
725
High Falls Advisors
New York
$471K