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Moderna

298 hedge funds and large institutions have $5.87B invested in Moderna in 2020 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 78 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+139
Holders Change %
+87.42%
% of All Funds
6.58%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
163
Increased
78
Reduced
47
Closed
22
Calls
$118M
Puts
$80.7M
Net Calls
+$37.4M
Net Calls Change
+$23M
Name Holding Trade Value Shares
Change
Shares
Change %
SQA
226
Simon Quick Advisors
New Jersey
$45K +$45K +1,500 New
Russell Investments Group
227
Russell Investments Group
United Kingdom
$39K +$39K +1,315 New
GRP
228
Global Retirement Partners
California
$34K +$34K +1,140 New
HIIFS
229
Harel Insurance Investments & Financial Services
Israel
$33K +$33K +1,100 New
EW
230
Evoke Wealth
California
$31.8K +$1.83K +61 +6%
JCM
231
Jacobi Capital Management
Pennsylvania
$30K +$15K +500 +100%
CFO
232
CVA Family Office
Colorado
$30K +$30K +1,000 New
HWA
233
Heritage Wealth Advisors
Virginia
$30K +$30K +1,000 New
EWM
234
EPG Wealth Management
Georgia
$27K +$27K +900 New
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$26K +857 New
EWM
236
Endurance Wealth Management
Rhode Island
$22K +$22K +750 New
JWA
237
JFS Wealth Advisors
Pennsylvania
$21K +$5.94K +200 +39%
PCIA
238
Prime Capital Investment Advisors
Kansas
$21K +$21K +700 New
FWM
239
FSA Wealth Management
Massachusetts
$21K +$21K +700 New
PA
240
Parallel Advisors
California
$19K -$44K -1,496 -70%
SBL
241
Sargent Bickham Lagudis
Colorado
$18K
AIC
242
Ameritas Investment Company
Nebraska
$18K +$18K +550 New
GTAM
243
Global Trust Asset Management
Florida
$17K +$17K +560 New
AF
244
Allworth Financial
California
$16K +$16K +550 New
AA
245
Ancora Advisors
Ohio
$16K +$16K +550 New
MF
246
Manchester Financial
California
$15K +$15K +500 New
VNA
247
Valley National Advisers
Pennsylvania
$12K +$12K +397 New
BBHC
248
Brown Brothers Harriman & Co
New York
$12K +$12K +400 New
OIA
249
Optimum Investment Advisors
Illinois
$12K +$12K +400 New
APA
250
American Portfolios Advisors
New York
$12K +$12K +400 New