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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 %
VA
1251
Valmark Advisers
Ohio
-$256K -666 Closed
CL
1252
Choreo LLC
Illinois
-$254K -660 Closed
DTL
1253
Dynamic Technology Lab
Singapore
-$253K -657 Closed
AOG
1254
Alpha Omega Group
Virginia
-$252K -654 Closed
KMWM
1255
Keudell/Morrison Wealth Management
Oregon
-$250K -650 Closed
MCG
1256
McCollum Christoferson Group
New York
-$250K -650 Closed
BFM
1257
Boston Financial Management
Massachusetts
-$250K -650 Closed
BFS
1258
Bradley Foster & Sargent
Connecticut
-$244K -635 Closed
KWMG
1259
King Wealth Management Group
Florida
-$244K -635 Closed
NL
1260
NWAM LLC
Washington
-$244K -635 Closed
SVWAG
1261
Sound View Wealth Advisors Group
Georgia
-$243K -631 Closed
TPWA
1262
TRUE Private Wealth Advisors
Oregon
-$242K -631 Closed
MYIA
1263
Mount Yale Investment Advisors
Colorado
-$241K -625 Closed
PA
1264
Procyon Advisors
Connecticut
-$241K -625 Closed
FSA
1265
Fort Sheridan Advisors
Illinois
-$240K -623 Closed
FAM
1266
Flaharty Asset Management
Florida
-$238K -618 Closed
SAS
1267
SMI Advisory Services
Indiana
-$236K -614 Closed
WCG
1268
Weaver Consulting Group
California
-$236K -614 Closed
GJIC
1269
Gamble Jones Investment Counsel
California
-$231K -600 Closed
SAM
1270
SP Asset Management
California
-$205K -600 Closed
GIM
1271
Grassi Investment Management
California
-$231K -600 Closed
PFA
1272
Pettinga Financial Advisors
Indiana
-$231K -600 Closed
WC
1273
Westhampton Capital
North Carolina
-$231K -600 Closed
BOTW
1274
Bank of the West
California
-$231K -599 Closed
MAM
1275
Marotta Asset Management
Virginia
-$230K -598 Closed