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Moderna

976 hedge funds and large institutions have $34.3B invested in Moderna in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 346 increasing their positions, 354 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
976
Holders Change
-25
Holders Change %
-2.5%
% of All Funds
16.5%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
99
Increased
346
Reduced
354
Closed
110
Calls
$5.06B
Puts
$2.32B
Net Calls
+$2.74B
Net Calls Change
-$528M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
501
Trust Asset Management
Texas
$529K +$25.6K +179 +5%
MS
502
Maven Securities
Jersey
$526K -$328K -2,294 -38%
SWRP
503
Summit Wealth & Retirement Planning
California
$514K -$4.86K -34 -0.9%
JCIA
504
Jackson Creek Investment Advisors
Colorado
$513K +$513K +3,127 New
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$510K -$459K -3,215 -47%
BIA
506
Benchmark Investment Advisors
Illinois
$510K -$268K -1,875 -34%
SCA
507
Snowden Capital Advisors
New York
$508K -$225K -1,579 -31%
WSTAM
508
Wilbanks Smith & Thomas Asset Management
Virginia
$507K +$57.1K +400 +13%
MNBTD
509
Moody National Bank Trust Division
Texas
$500K +$500K +3,497 New
FMAEN1
510
Fund Management at Engine No 1
California
$499K +$72.4K +507 +17%
NWMG
511
National Wealth Management Group
Ohio
$498K +$498K +3,489 New
CCM
512
Coldstream Capital Management
Washington
$496K +$91.2K +638 +23%
XT
513
XTX Topco
Cayman Islands
$495K -$103K -722 -17%
Verition Fund Management
514
Verition Fund Management
Connecticut
$490K -$700K -4,908 -59%
WEG
515
World Equity Group
Illinois
$490K +$11.4K +80 +2%
CPSC
516
Carl P. Sherr & Co
Massachusetts
$486K -$168K -1,174 -26%
CGL
517
Clarius Group LLC
Washington
$482K +$115K +806 +31%
CPC
518
Congress Park Capital
New York
$479K +$146K +1,025 +44%
JWCA
519
J.W. Cole Advisors
Florida
$473K -$208K -1,453 -30%
EF
520
Empirical Finance
Pennsylvania
$471K +$51.1K +358 +12%
RWA
521
Ropes Wealth Advisors
Massachusetts
$467K +$42.9K +300 +10%
PAS
522
Park Avenue Securities
New York
$464K +$116K +808 +33%
CCI
523
Credit Capital Investments
New Jersey
$463K
SI
524
Stephens Inc
Arkansas
$461K +$16.3K +114 +4%
BDF
525
Balasa Dinverno & Foltz
$461K +$241K +1,686 +110%