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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 %
EF
451
Empirical Finance
Pennsylvania
$924K +$108K +700 +13%
BA
452
Bristlecone Advisors
Washington
$919K +$39K +254 +4%
PFO
453
Pathstone Family Office
New Jersey
$912K -$2.28M -14,039 -71%
V
454
Veritable
Delaware
$898K -$15.7K -102 -2%
LPT
455
Legacy Private Trust
Wisconsin
$897K +$897K +5,843 New
MCC
456
Money Concepts Capital
Florida
$894K -$26.9K -175 -3%
SPIA
457
Steward Partners Investment Advisory
New York
$892K -$23.8K -155 -3%
AWM
458
AE Wealth Management
Kansas
$891K +$27.5K +179 +3%
WS
459
Wedbush Securities
California
$890K -$1.69K -11 -0.2%
CCC
460
Chelsea Counsel Company
California
$888K
CTFG
461
Capstone Triton Financial Group
Oklahoma
$886K -$98K -638 -10%
LC
462
Lavaca Capital
Texas
$880K
IAA
463
Independent Advisor Alliance
North Carolina
$879K +$879K +5,726 New
OSAM
464
O'Shaughnessy Asset Management
Connecticut
$873K -$590K -3,839 -40%
GKWIM
465
Gerber Kawasaki Wealth & Investment Management
California
$871K -$454K -2,955 -34%
TWC
466
TD Waterhouse Canada
Ontario, Canada
$869K -$14.2K -86 -2%
CWM
467
Congress Wealth Management
Massachusetts
$853K +$37.9K +247 +5%
SW
468
SteelPeak Wealth
California
$852K -$132K -860 -13%
BPA
469
Beacon Pointe Advisors
California
$850K +$499K +3,248 +142%
BIAS
470
Beacon Investment Advisory Services
New Jersey
$850K -$14.4K -94 -2%
MWAM
471
Manhattan West Asset Management
California
$848K +$49.1K +320 +6%
PAM
472
Panagora Asset Management
Massachusetts
$843K -$432K -2,812 -34%
BCP
473
Blackhawk Capital Partners
Wisconsin
$839K +$226K +1,469 +37%
MA
474
Montag & Associates
Georgia
$835K +$49.6K +323 +6%
DG
475
DMC Group
Alabama
$831K +$13.1K +82 +2%