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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 %
MFG
726
Merit Financial Group
Georgia
$330K +$43.2K +170 +15%
RBFC
727
Roman Butler Fullerton & Co
Missouri
$323K -$25.4K -100 -7%
GWANC
728
Guardian Wealth Advisors (North Carolina)
North Carolina
$323K +$323K +1,270 New
MA
729
Mutual Advisors
Nebraska
$322K -$823K -3,243 -72%
DAS
730
Dynamic Advisor Solutions
Arizona
$322K -$62.6K -246 -16%
EPWM
731
Essex Private Wealth Management
Massachusetts
$322K -$254 -1 -0.1%
ECM
732
Estabrook Capital Management
New York
$317K +$317K +1,250 New
Simplex Trading
733
Simplex Trading
Illinois
$317K -$6.55M -25,831 -95%
SIG
734
Sargent Investment Group
Maryland
$317K -$5.07K -20 -2%
MSA
735
Marino Stram & Associates
Massachusetts
$317K +$9.65K +38 +3%
HIMC
736
Heritage Investors Management Corp
Maryland
$316K +$146K +575 +86%
EWM
737
Evercore Wealth Management
New York
$315K
MCWS
738
McKinley Carter Wealth Services
West Virginia
$315K
SAM
739
Silvercrest Asset Management
New York
$312K +$7.61K +30 +3%
EWA
740
Exencial Wealth Advisors
Oklahoma
$311K +$27.9K +110 +10%
BAM
741
Byrne Asset Management
New Jersey
$310K +$310K +1,222 New
GAG
742
GM Advisory Group
New York
$308K -$10.2K -40 -3%
ACM
743
Azimuth Capital Management
Michigan
$307K +$307K +1,208 New
AF
744
Allworth Financial
California
$306K -$47.5K -187 -13%
WWM
745
Western Wealth Management
Colorado
$306K +$306K +1,196 New
CHAM
746
Clear Harbor Asset Management
Connecticut
$301K +$6.35K +25 +2%
CIAS
747
CFS Investment Advisory Services
New Jersey
$300K +$72.9K +431 +32%
BCI
748
Brinker Capital Investments
Pennsylvania
$300K +$300K +1,180 New
PFGIA
749
Patriot Financial Group Insurance Agency
Massachusetts
$299K -$549K -2,161 -65%
HI
750
Humankind Investments
New York
$299K +$111K +438 +59%