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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 %
FTDI
476
First Trust Direct Indexing
Massachusetts
$372K +$372K +3,736 New
PAS
477
Park Avenue Securities
New York
$368K -$176K -1,770 -32%
PCM
478
Perkins Capital Management
Minnesota
$368K +$368K +3,700 New
IPAM
479
ICICI Prudential Asset Management
India
$368K +$31.2K +314 +9%
JGUA
480
John G. Ullman & Associates
New York
$363K -$3.77M -37,949 -91%
PFS
481
Prospera Financial Services
Texas
$362K -$82.4K -829 -19%
S
482
SignatureFD
Georgia
$356K -$49.9K -502 -12%
RGI
483
River Global Investors
United Kingdom
$356K -$211K -2,126 -37%
AC
484
Abbrea Capital
California
$354K +$127K +1,275 +56%
DP
485
Dearborn Partners
Illinois
$353K +$353K +3,550 New
CTFG
486
Capstone Triton Financial Group
Oklahoma
$351K -$207K -2,081 -37%
BIAS
487
Beacon Investment Advisory Services
New Jersey
$349K -$148K -1,484 -30%
CI
488
Cigna Investments
Connecticut
$348K -$7.86K -79 -2%
WIA
489
Wetzel Investment Advisors
Indiana
$347K +$347K +3,490 New
LNWWM
490
Laird Norton Wetherby Wealth Management
California
$344K -$182K -1,834 -35%
SP
491
Symmetry Partners
Connecticut
$343K -$62.9K -637 -15%
LBWM
492
Left Brain Wealth Management
Illinois
$338K -$14.3K -144 -4%
PCP
493
Proficio Capital Partners
Massachusetts
$338K -$298 -3 -0.1%
EF
494
Empowered Funds
Pennsylvania
$335K +$60.8K +611 +22%
SS
495
Simplicity Solutions
Minnesota
$333K -$106K -1,062 -24%
BFG
496
Bleakley Financial Group
New Jersey
$333K -$106K -1,062 -24%
HFM
497
Harvest Fund Management
China
$333K +$35K +356 +12%
MFG
498
Merit Financial Group
Georgia
$332K -$78.5K -789 -19%
NL
499
NVWM LLC
Pennsylvania
$332K -$30.4K -306 -8%
SI
500
Stephens Inc
Arkansas
$331K -$20.7K -208 -6%