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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 %
SW
501
SVB Wealth
Massachusetts
$330K +$330K +3,323 New
GWM
502
GSB Wealth Management
Connecticut
$327K +$327K +3,292 New
HIMC
503
Heritage Investors Management Corp
Maryland
$327K -$184K -1,850 -36%
NP
504
NorthRock Partners
Minnesota
$327K +$327K +3,287 New
AAS
505
Avantax Advisory Services
Texas
$327K -$258K -2,592 -44%
GRP
506
Global Retirement Partners
California
$325K +$33.4K +327 +11%
MOS
507
MGO One Seven
Ohio
$324K +$149K +1,495 +85%
HWAM
508
Hennion & Walsh Asset Management
New Jersey
$323K -$7.66K -77 -2%
UM
509
UniSuper Management
Australia
$321K -$175K -1,762 -35%
KA
510
Kintegral Advisory
New York
$313K +$313K +3,143 New
RWMG
511
Redwood Wealth Management Group
New Jersey
$311K +$42.3K +425 +16%
GKWIM
512
Gerber Kawasaki Wealth & Investment Management
California
$311K +$398 +4 +0.1%
SAM
513
Silvercrest Asset Management
New York
$311K +$83.5K +840 +37%
OA
514
Oracle Alpha
Ontario, Canada
$307K +$307K +3,089 New
LSAG
515
Lake Street Advisors Group
New Hampshire
$306K +$306K +3,078 New
SC
516
Savant Capital
Illinois
$303K -$28.8K -290 -9%
CPSC
517
Carl P. Sherr & Co
Massachusetts
$303K -$23.4K -235 -7%
WANY
518
Wealthspire Advisors (New York)
New York
$301K -$26K -261 -8%
FCMC
519
Founders Capital Management (Connecticut)
Connecticut
$300K
AIM
520
Aquila Investment Management
New York
$298K +$298K +3,000 New
HA
521
Harbor Advisors
Florida
$298K +$298K +3,000 New
CA
522
CV Advisors
Florida
$297K
OCM
523
One Capital Management
California
$297K -$82.2K -827 -22%
OPS
524
Orion Portfolio Solutions
Nebraska
$293K -$224K -1,939 -43%
BCI
525
Brinker Capital Investments
Pennsylvania
$293K -$224K -1,939 -43%