MRNA icon

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 %
TPWA
901
TRUE Private Wealth Advisors
Oregon
$242K +$242K +631 New
FMT
902
First Mercantile Trust
Tennessee
$241K -$279K -724 -54%
MYIA
903
Mount Yale Investment Advisors
Colorado
$241K +$241K +625 New
PA
904
Procyon Advisors
Connecticut
$241K +$241K +625 New
FSA
905
Fort Sheridan Advisors
Illinois
$240K +$240K +623 New
FAM
906
Flaharty Asset Management
Florida
$238K +$238K +618 New
SAS
907
SMI Advisory Services
Indiana
$236K +$236K +614 New
WCG
908
Weaver Consulting Group
California
$236K +$236K +614 New
JWA
909
JFS Wealth Advisors
Pennsylvania
$234K +$38.6K +100 +20%
CH
910
Canton Hathaway
Rhode Island
$231K -$76.9K -200 -25%
BOTW
911
Bank of the West
California
$231K +$231K +599 New
WC
912
Westhampton Capital
North Carolina
$231K +$231K +600 New
GJIC
913
Gamble Jones Investment Counsel
California
$231K +$231K +600 New
GIM
914
Grassi Investment Management
California
$231K +$231K +600 New
PFA
915
Pettinga Financial Advisors
Indiana
$231K +$231K +600 New
MAM
916
Marotta Asset Management
Virginia
$230K +$230K +598 New
DSC
917
Duncker Streett & Co
Missouri
$229K
SAS
918
Sanford Advisory Services
Michigan
$229K +$229K +596 New
RA
919
RFG Advisory
Alabama
$228K +$228K +592 New
SICM
920
Sustainable Insight Capital Management
New York
$227K +$227K +589 New
JIP
921
Jaffetilchin Investment Partners
Florida
$226K +$226K +587 New
FPCP
922
Fort Point Capital Partners
California
$225K +$225K +585 New
EWM
923
Executive Wealth Management
Michigan
$223K +$223K +581 New
GG
924
Gofen & Glossberg
Illinois
$222K +$222K +576 New
WANY
925
Wealthspire Advisors (New York)
New York
$222K +$222K +578 New