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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 %
WT
701
Whittier Trust
California
$370K +$102K +400 +38%
FAIM
702
Financial Advocates Investment Management
Washington
$369K -$1.55M -6,095 -81%
SFG
703
SevenBridge Financial Group
Pennsylvania
$367K -$386K -1,519 -51%
FFA
704
Founders Financial Alliance
North Carolina
$367K +$15.2K +60 +4%
BFC
705
Blue Fin Capital
Rhode Island
$367K +$181K +715 +98%
VFA
706
Valeo Financial Advisors
Indiana
$365K +$27.9K +110 +8%
AGA
707
Accuvest Global Advisors
Utah
$365K +$365K +1,437 New
DI
708
DFPG Investments
Utah
$363K -$2.37M -14,131 -87%
FA
709
Fountainhead AM
New Jersey
$361K
PWM
710
Perigon Wealth Management
California
$360K +$14.7K +58 +4%
NCM
711
NCM Capital Management
New Jersey
$360K +$360K +1,419 New
ZIG
712
Zullo Investment Group
Pennsylvania
$354K +$354K +1,394 New
IB
713
Intrust Bank
Kansas
$353K +$353K +1,390 New
NP
714
NorthRock Partners
Minnesota
$349K +$116K +455 +50%
VWM
715
Vigilare Wealth Management
Arizona
$345K +$345K +1,360 New
VEA
716
Virtus ETF Advisers
New York
$341K -$220K -866 -39%
MW
717
Marcum Wealth
Ohio
$341K +$9.39K +37 +3%
FBFS
718
First Business Financial Services
Wisconsin
$341K +$86.7K +341 +34%
SW
719
SVB Wealth
Massachusetts
$340K +$15K +59 +5%
RWM
720
Ritholtz Wealth Management
New York
$339K -$15.5K -61 -4%
CCC
721
Crescent Capital Consulting
Louisiana
$339K +$50.8K +200 +18%
STA
722
Summit Trail Advisors
New York
$336K +$35K +138 +12%
FFM
723
Forum Financial Management
Illinois
$334K +$334K +1,316 New
ACM
724
Alethea Capital Management
Washington
$334K +$334K +1,317 New
BCM
725
Brookstone Capital Management
Illinois
$330K -$1.1M -5,145 -77%