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Moderna

956 hedge funds and large institutions have $30.2B invested in Moderna in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 307 increasing their positions, 375 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
-50
Holders Change %
-4.97%
% of All Funds
15.08%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.22%
New
77
Increased
307
Reduced
375
Closed
120
Calls
$1.31B
Puts
$1.46B
Net Calls
-$144M
Net Calls Change
-$505M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
501
Sequoia Financial Advisors
Ohio
$551K +$7.9K +65 +1%
AWC
502
Abundance Wealth Counselors
Pennsylvania
$545K -$8.99K -74 -2%
ASN
503
Advisory Services Network
Georgia
$540K +$8.87K +73 +2%
RG
504
Rathbones Group
United Kingdom
$534K +$15.8K +130 +3%
EWM
505
EPG Wealth Management
Georgia
$533K +$28.2K +232 +6%
PI
506
PFG Investments
New York
$533K +$11.1K +91 +2%
PC
507
Prairiewood Capital
North Dakota
$525K -$7.05K -58 -1%
SI
508
Shaker Investments
Ohio
$524K -$572K -4,710 -52%
RC
509
Reik & Co
New York
$520K
FMAEN1
510
Fund Management at Engine No 1
California
$518K +$31.3K +258 +6%
SIA
511
Strategic Investment Advisors
Michigan
$517K -$780K -6,419 -60%
RSVP
512
Ramsay Stattman Vela & Price
Colorado
$510K
HTHT
513
Hemenway Trust Hemenway Trust
New Hampshire
$499K +$284K +2,341 +132%
SC
514
Savant Capital
Illinois
$495K +$207K +1,703 +72%
CI
515
Cigna Investments
Connecticut
$491K
MFG
516
Merit Financial Group
Georgia
$490K +$156K +1,282 +47%
GT
517
Glenmede Trust
Pennsylvania
$489K
FHA
518
Flagship Harbor Advisors
Massachusetts
$487K -$527K -4,336 -52%
WSC
519
Wellington Shields & Co
New York
$482K -$52.1K -429 -10%
OTPPB
520
Ontario Teachers' Pension Plan Board
Ontario, Canada
$476K -$258K -2,125 -35%
SS
521
Simplicity Solutions
Minnesota
$476K -$502K -4,129 -51%
BFG
522
Bleakley Financial Group
New Jersey
$476K -$169K -1,387 -26%
TAM
523
Trust Asset Management
Texas
$465K
VFA
524
Valeo Financial Advisors
Indiana
$464K +$39.4K +324 +9%
LBWM
525
Left Brain Wealth Management
Illinois
$452K -$65.9K -542 -13%