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Moderna

942 hedge funds and large institutions have $31.1B invested in Moderna in 2024 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 330 increasing their positions, 301 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+53
Holders Change %
+5.96%
% of All Funds
13.7%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
127
Increased
330
Reduced
301
Closed
61
Calls
$1.56B
Puts
$1.86B
Net Calls
-$298M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Shares
Change %
Assenagon Asset Management
401
Assenagon Asset Management
Luxembourg
$873K +$100K +843 +13%
SL
402
Stevard LLC
Illinois
$873K -$59.5K -501 -6%
GVAG
403
Great Valley Advisor Group
Delaware
$872K -$74.9K -631 -8%
HTHT
404
Hemenway Trust Hemenway Trust
New Hampshire
$864K +$4.16K +35 +0.5%
IMCOOI
405
Investment Management Corp of Ontario (IMCO)
Canada
$863K +$238K +2,000 +38%
OF
406
Outfitter Financial
Maine
$856K -$67.7K -570 -7%
DWT
407
Dorsey & Whitney Trust
South Dakota
$854K +$12.4K +104 +1%
FTDI
408
First Trust Direct Indexing
Massachusetts
$825K +$240K +2,021 +41%
JSSH
409
J. Safra Sarasin Holding
$808K +$808K +6,805 New
WSC
410
Wellington Shields & Co
New York
$805K -$190K -1,600 -19%
CL
411
Choreo LLC
Illinois
$802K +$802K +6,904 New
KWA
412
Kingswood Wealth Advisors
California
$795K +$88.7K +747 +13%
S
413
SignatureFD
Georgia
$794K +$188K +1,579 +31%
ETC
414
Exchange Traded Concepts
Oklahoma
$790K -$598K -5,032 -43%
SWM
415
SeaCrest Wealth Management
New York
$787K +$831 +7 +0.1%
FIM
416
Freedom Investment Management
Connecticut
$784K -$112K -944 -13%
AA
417
Aufman Associates
Pennsylvania
$773K +$262K +2,206 +51%
AI
418
Atria Investments
North Carolina
$764K -$421K -3,543 -36%
AIP
419
Almanack Investment Partners
Pennsylvania
$755K +$755K +6,361 New
CTC (Chicago Trading Company)
420
CTC (Chicago Trading Company)
Illinois
$753K -$3.18M -26,801 -81%
CF
421
Centaurus Financial
California
$752K -$72.2K -608 -9%
BA
422
Bristlecone Advisors
Washington
$735K +$7.96K +67 +1%
HIA
423
Harbor Investment Advisory
Maryland
$730K -$67.7K -570 -8%
BRWA
424
B. Riley Wealth Advisors
Florida
$726K -$446K -3,754 -38%
NMO
425
Newlands Management Operations
Texas
$719K