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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 %
PAG
951
Private Advisory Group
Washington
$205K +$205K +532 New
HBCM
952
Heron Bay Capital Management
Michigan
$205K +$205K +533 New
KM
953
Kalos Management
Georgia
$203K +$203K +859 New
NHC
954
Nicholas Hoffman & Company
Georgia
$202K +$202K +525 New
SWA
955
SOA Wealth Advisors
New York
$200K +$158K +411 +374%
VAS
956
Vestmark Advisory Solutions
Massachusetts
$200K +$200K +520 New
Loomis, Sayles & Company
957
Loomis, Sayles & Company
Massachusetts
$197K -$118K -306 -37%
JCM
958
Jacobi Capital Management
Pennsylvania
$193K +$17.3K +45 +10%
AIC
959
Archer Investment Corporation
Indiana
$192K
MA
960
MUFG Americas
New York
$192K
GKWIM
961
Gerber Kawasaki Wealth & Investment Management
California
$186K -$7.4M -7,400 -98%
CWM
962
Consultiva Wealth Management
Puerto Rico
$183K +$183K +475 New
EWM
963
Endurance Wealth Management
Rhode Island
$173K
LC
964
Lindbrook Capital
California
$160K +$12.7K +33 +9%
TWA
965
TCI Wealth Advisors
Arizona
$157K +$34.6K +90 +28%
PCG
966
Private Capital Group
Connecticut
$155K +$35.8K +93 +30%
ALAM
967
Asahi Life Asset Management
Japan
$154K -$370K -960 -71%
VCM
968
Versant Capital Management
Arizona
$149K +$141K +366 +1,743%
KFS
969
Kelly Financial Services
Massachusetts
$144K -$33.8M -87,743 -100%
GTAM
970
Global Trust Asset Management
Florida
$142K +$142K +370 New
GWS
971
Glassman Wealth Services
Virginia
$139K +$16.6K +43 +14%
TPCW
972
TD Private Client Wealth
New York
$138K +$127K +330 +1,138%
PA
973
PSI Advisors
Florida
$138K +$138K +358 New
SN
974
Sittner & Nelson
Oregon
$135K -$116K -300 -46%
AA
975
AlphaMark Advisors
Kentucky
$135K +$385 +1 +0.3%