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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 %
FPS
1001
Fieldpoint Private Securities
Connecticut
$27K +$21.9K +85 +425%
GI
1002
Gradient Investments
Minnesota
$27K +$25.7K +100 +2,000%
LPWM
1003
Lake Point Wealth Management
Texas
$27K +$27K +105 New
IA
1004
IFS Advisors
Kansas
$27K +$27K +110 New
ARMC
1005
American Research & Management Company
Massachusetts
$26K
WBC
1006
West Branch Capital
Massachusetts
$26K
RFA
1007
Reilly Financial Advisors
California
$26K +$26K +102 New
EL
1008
EMFO LLC
Florida
$25K -$163K -650 -87%
BIA
1009
Bell Investment Advisors
California
$25K -$5.93K -23 -19%
DAM
1010
Delta Asset Management
Tennessee
$25K
PB
1011
Pinnacle Bancorp
Nebraska
$25K
CB
1012
CNB Bank
Pennsylvania
$25K
MAWCM
1013
Mine & Arao Wealth Creation & Management
California
$25K
ME
1014
McIlrath & Eck
Washington
$25K
CWS
1015
Confluence Wealth Services
Pennsylvania
$25K +$25K +100 New
FMB
1016
Field & Main Bank
Kentucky
$25K +$25K +100 New
SFO
1017
Standard Family Office
South Dakota
$25K +$25K +100 New
TFM
1018
TFC Financial Management
Massachusetts
$23K -$25K -100 -52%
1IA
1019
1834 Investment Advisors
Wisconsin
$22K -$151K -585 -87%
BDWM
1020
Brewin Dolphin Wealth Management
Ireland
$21K -$42.5K -170 -67%
MCM
1021
MV Capital Management
Maryland
$21K
PWC
1022
PYA Waltman Capital
Tennessee
$21K +$21K +81 New
CCM
1023
Covington Capital Management
California
$20K -$32.1K -125 -62%
PO
1024
Private Ocean
California
$20K +$9.61K +37 +93%
EWA
1025
EverSource Wealth Advisors
Alabama
$20K +$20K +78 New