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Moderna

873 hedge funds and large institutions have $26.1B invested in Moderna in 2023 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 267 increasing their positions, 335 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
-6
Holders Change %
-0.68%
% of All Funds
12.8%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
138
Increased
267
Reduced
335
Closed
132
Calls
$1.9B
Puts
$1.43B
Net Calls
+$468M
Net Calls Change
+$295M
Name Holding Trade Value Shares
Change
Shares
Change %
PIM
401
Profit Investment Management
Maryland
$684K -$23.1K -232 -3%
CI Investments Inc
402
CI Investments Inc
Ontario, Canada
$664K -$66.1K -665 -9%
HGA
403
Hobbs Group Advisors
South Carolina
$664K +$664K +6,674 New
SM
404
STF Management
Texas
$657K +$40.3K +405 +7%
Baird Financial Group
405
Baird Financial Group
Wisconsin
$657K -$187K -1,877 -22%
KWA
406
Kingswood Wealth Advisors
California
$649K +$190K +1,906 +41%
TWC
407
TD Waterhouse Canada
Ontario, Canada
$647K -$82K -735 -11%
SPIA
408
Steward Partners Investment Advisory
New York
$646K +$125K +1,258 +24%
CWM
409
Congress Wealth Management
Massachusetts
$611K +$139K +1,401 +30%
NMO
410
Newlands Management Operations
Texas
$602K
HTHT
411
Hemenway Trust Hemenway Trust
New Hampshire
$600K +$223K +2,245 +59%
APM
412
Advanced Portfolio Management
New York
$598K +$598K +6,014 New
BA
413
Bristlecone Advisors
Washington
$597K +$15.2K +153 +3%
FFN
414
Focus Financial Network
Minnesota
$596K -$53.3K -536 -8%
Assenagon Asset Management
415
Assenagon Asset Management
Luxembourg
$595K -$108K -1,083 -15%
GW
416
GW & Wade
Massachusetts
$591K -$56.8K -571 -9%
SCP
417
Shorepoint Capital Partners
Massachusetts
$586K -$9.25K -93 -2%
WS
418
Wedbush Securities
California
$585K +$24K +241 +4%
WSC
419
Wellington Shields & Co
New York
$577K -$81.5K -820 -12%
NFGCM
420
Norman Fields Gottscho Capital Management
New York
$575K -$399K -4,015 -41%
Brown Advisory
421
Brown Advisory
Maryland
$573K -$37.7K -379 -6%
GH
422
GAM Holding
Switzerland
$567K
ET
423
Equitable Trust
Tennessee
$560K -$59.8K -601 -10%
Cerity Partners
424
Cerity Partners
New York
$560K +$289K +2,903 +107%
CA
425
Claro Advisors
Massachusetts
$558K +$331K +3,333 +146%