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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 %
CWP
926
Concord Wealth Partners
Virginia
$77K +$58.6K +230 +319%
PP
927
PrairieView Partners
Minnesota
$76K
JEST
928
JTC Employer Solutions Trustee
Jersey
$76K
HPC
929
HM Payson & Co
Maine
$76K +$39.4K +156 +108%
AIP
930
Ahrens Investment Partners
Louisiana
$76K +$76K +298 New
CFFP
931
Center for Financial Planning
Michigan
$73K
CFO
932
CVA Family Office
Colorado
$72K +$72K +285 New
WB
933
Webster Bank
Connecticut
$68K
MW
934
Milestone Wealth
New York
$68K +$68K +266 New
JWM
935
Janiczek Wealth Management
Colorado
$66K +$10.5K +41 +19%
ZB
936
Zions Bancorporation
Utah
$66K +$13.9K +55 +27%
SIC
937
SJS Investment Consulting
Ohio
$64K +$64K +252 New
AF
938
Arrow Financial
New York
$63K
TSW
939
Thompson Siegel & Walmsley
Virginia
$63K
CFA
940
Carroll Financial Associates
North Carolina
$61K -$246 -1 -0.4%
VNA
941
Valley National Advisers
Pennsylvania
$61K +$9.37K +37 +18%
TCWM
942
Total Clarity Wealth Management
Illinois
$60K -$1.26K -5 -2%
GFPC
943
Global Financial Private Client
Florida
$58.4K
WAS
944
Winch Advisory Services
Wisconsin
$58K
AWM
945
Avior Wealth Management
Nebraska
$58K
GWMIA
946
Global Wealth Management Investment Advisory
Florida
$58K +$29.6K +117 +104%
CWM
947
CarsonAllaria Wealth Management
Illinois
$58K +$58K +228 New
AA
948
Ancora Advisors
Ohio
$56K +$1.02K +4 +2%
FAG
949
Fortitude Advisory Group
Washington
$56K +$56K +220 New
IAG
950
Investmark Advisory Group
Connecticut
$53K +$53K +210 New