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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 %
VCWA
851
Vanguard Capital Wealth Advisors
Colorado
$218K +$6.34K +25 +3%
CA
852
CoreCap Advisors
Michigan
$218K +$218K +859 New
HHGA
853
Halbert Hargrove Global Advisors
California
$217K -$2.54K -10 -1%
SIC
854
Salem Investment Counselors
North Carolina
$217K +$3.04K +12 +1%
CAG
855
Csenge Advisory Group
Florida
$217K +$24.2K +103 +13%
RCWM
856
Royal Capital Wealth Management
Indiana
$216K +$216K +851 New
WPW
857
Waldron Private Wealth
Pennsylvania
$213K -$20K -79 -9%
RIL
858
Rothschild Investment LLC
Illinois
$211K +$211K +830 New
PFP
859
Pinnacle Financial Partners
Tennessee
$210K -$212K -833 -50%
PC
860
Periscope Capital
Ontario, Canada
$210K +$210K +826 New
CIA
861
Capital Investment Advisors
Georgia
$209K +$27.5K +108 +15%
MMA
862
Miracle Mile Advisors
California
$208K -$10.7K -42 -5%
LA
863
Latitude Advisors
Florida
$208K
LWA
864
Lineweaver Wealth Advisors
Ohio
$206K
HIS
865
Harvest Investment Services
Illinois
$205K -$706K -2,780 -78%
MUMSS
866
Mitsubishi UFJ Morgan Stanley Securities
Japan
$205K +$147K +576 +250%
E
867
Ergoteles
New York
$203K -$2.97M -11,735 -94%
AP
868
Atwood & Palmer
Missouri
$203K -$12.7K -50 -6%
JCM
869
Jag Capital Management
Missouri
$203K -$508 -2 -0.2%
ERWM
870
Elk River Wealth Management
Colorado
$203K
CCM
871
Cribstone Capital Management
Maine
$203K +$203K +800 New
LCM
872
Lattice Capital Management
Washington
$203K +$203K +800 New
BWP
873
BSW Wealth Partners
Colorado
$202K -$14K -55 -6%
QC
874
QCM Cayman
Texas
$201K +$201K +793 New
HI
875
Hoey Investments
Pennsylvania
$200K -$4.33M -17,009 -96%