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Moderna

1,006 hedge funds and large institutions have $38.4B invested in Moderna in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 330 increasing their positions, 388 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
-57
Holders Change %
-5.36%
% of All Funds
16.1%
Holding in Top 10
18
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-45.45%
% of All Funds
0.29%
New
109
Increased
330
Reduced
388
Closed
138
Calls
$2.22B
Puts
$1.86B
Net Calls
+$361M
Net Calls Change
+$40.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GAA
376
Green Alpha Advisors
Colorado
$1.5M -$114K -741 -7%
VVP
377
Venture Visionary Partners
Ohio
$1.49M -$125K -815 -8%
TCPG
378
Trivant Custom Portfolio Group
California
$1.48M +$1.48M +9,623 New
BM
379
Brandywine Managers
Delaware
$1.46M
LTAS
380
Linden Thomas Advisory Services
North Carolina
$1.46M +$32.7K +213 +2%
UCFA
381
United Capital Financial Advisors
Texas
$1.45M -$362K -2,359 -20%
Verition Fund Management
382
Verition Fund Management
Connecticut
$1.44M -$20K -130 -1%
AAM
383
Advisors Asset Management
Colorado
$1.42M -$96.6K -629 -6%
SDIC
384
South Dakota Investment Council
South Dakota
$1.4M
SI
385
Shaker Investments
Ohio
$1.39M +$1.39M +9,024 New
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$1.38M +$654K +4,257 +90%
CCM
387
Cohen Capital Management
California
$1.38M
AG
388
AIA Group
Hong Kong
$1.38M +$734K +4,780 +114%
DADC
389
D.A. Davidson & Co
Montana
$1.37M -$912K -5,937 -40%
GVAG
390
Great Valley Advisor Group
Delaware
$1.37M +$568K +3,698 +71%
WIC
391
Woodmont Investment Counsel
Tennessee
$1.36M +$48.4K +315 +4%
SAM
392
Shell Asset Management
Netherlands
$1.34M -$6.3K -41 -0.5%
OIA
393
OneDigital Investment Advisors
Kansas
$1.34M +$93.7K +610 +8%
IC
394
IEQ Capital
California
$1.34M +$93.4K +608 +8%
KI
395
Kula Investments
Illinois
$1.31M +$566K +3,684 +76%
CF
396
Centaurus Financial
California
$1.3M +$5.37K +35 +0.4%
EMG
397
ETF Managers Group
New Jersey
$1.29M +$450K +2,932 +54%
FHA
398
Flagship Harbor Advisors
Massachusetts
$1.28M +$215K +1,398 +20%
NA
399
NewEdge Advisors
Louisiana
$1.27M +$82.3K +576 +7%
CC
400
Capital Counsel
New York
$1.26M +$69.1K +450 +6%