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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 %
BFO
451
Boston Family Office
Massachusetts
$604K +$326K +2,741 +117%
AQR Capital Management
452
AQR Capital Management
Connecticut
$604K +$146K +1,232 +32%
LNWWM
453
Laird Norton Wetherby Wealth Management
California
$602K +$72.1K +607 +14%
PCMU
454
Paragon Capital Management (Utah)
Utah
$602K +$602K +5,070 New
HI
455
Horizon Investments
North Carolina
$601K +$60.9K +513 +11%
PRC
456
Pearl River Capital
Michigan
$594K +$594K +5,006 New
ZIG
457
Zuckerman Investment Group
Illinois
$594K +$119K +1,000 +25%
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
$581K -$216K -1,857 -27%
MYAM
459
Meiji Yasuda Asset Management
Japan
$580K +$34.1K +287 +6%
EF
460
Empowered Funds
Pennsylvania
$579K +$71.4K +601 +14%
BFG
461
Bleakley Financial Group
New Jersey
$575K +$134K +1,130 +30%
SW
462
Simplicity Wealth
New Jersey
$575K +$138K +1,161 +32%
HWM
463
HB Wealth Management
Georgia
$573K +$116K +974 +25%
RC
464
Reik & Co
New York
$567K -$238 -2 -0%
MPPLM
465
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$567K +$567K +4,776 New
GC
466
GFG Capital
Florida
$563K
AFG
467
Atomi Financial Group
New York
$556K +$306K +2,573 +122%
MCM
468
MAI Capital Management
Ohio
$549K +$45.1K +380 +9%
CC
469
Centiva Capital
New York
$543K +$543K +4,573 New
BP
470
Ballentine Partners
Massachusetts
$542K -$21.7K -183 -4%
KC
471
Knuff & Co
California
$533K -$119K -1,003 -18%
CI
472
CX Institutional
Indiana
$527K +$175K +1,471 +50%
CIS
473
Capital International Sarl
California
$526K -$113K -955 -18%
AGWCA
474
Annis Gardner Whiting Capital Advisors
Florida
$525K +$525K +4,420 +147,333%
CWM
475
Congress Wealth Management
Massachusetts
$521K -$12K -101 -2%