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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 %
AMM
1226
American Money Management
California
-$297K -771 Closed
HFG
1227
Heron Financial Group
New York
-$295K -767 Closed
RWP
1228
RWA Wealth Partners
Massachusetts
-$292K -758 Closed
GP
1229
Girard Partners
Pennsylvania
-$290K -755 Closed
JC
1230
Jacobs & Co
California
-$286K -745 Closed
CMBA
1231
C.M. Bidwell & Associates
Hawaii
-$284K -739 Closed
B
1232
Bailard
California
-$284K -738 Closed
AF
1233
Apexium Financial
Texas
-$282K -732 Closed
AWMG
1234
Alliance Wealth Management Group
New Jersey
-$280K -728 Closed
TCM
1235
Towercrest Capital Management
Pennsylvania
-$280K -728 Closed
TVAMP
1236
Tennessee Valley Asset Management Partners
Tennessee
-$280K -727 Closed
MOS
1237
MGO One Seven
Ohio
-$250K -724 Closed
MWM
1238
Minot Wealth Management
Massachusetts
-$277K -720 Closed
WA1
1239
Wimmer Associates 1
California
-$275K -715 Closed
WAG
1240
Winthrop Advisory Group
Massachusetts
-$271K -705 Closed
FBA
1241
Front Barnett Associates
Illinois
-$269K -700 Closed
MCM
1242
Mitchell Capital Management
Kansas
-$269K -700 Closed
GHAM
1243
Gilman Hill Asset Management
Connecticut
-$269K -700 Closed
Financial Engines Advisors
1244
Financial Engines Advisors
California
-$267K -696 Closed
GCA
1245
Gradient Capital Advisors
California
-$267K -695 Closed
OPW
1246
Oxler Private Wealth
New York
-$267K -695 Closed
DHFB
1247
Dixon Hubard Feinour & Brown
Virginia
-$267K -695 Closed
CPO
1248
Cerity Partners OCIO
New York
-$266K -690 Closed
IC
1249
Intersect Capital
California
-$264K -687 Closed
BFWA
1250
Benchmark Financial Wealth Advisors
Florida
-$259K -672 Closed