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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 %
HWM
526
HB Wealth Management
Georgia
$291K -$26K -261 -8%
TFIPS
527
Towarzystwo Funduszy Inwestycyjnych PZU SA
$290K +$290K +2,915 New
VCG
528
Vantage Consulting Group
Virginia
$290K +$75.3K +757 +35%
SF
529
Synovus Financial
Georgia
$288K +$288K +2,894 New
SW
530
SteelPeak Wealth
California
$287K -$32.1K -323 -10%
AWM
531
Apollon Wealth Management
South Carolina
$285K -$337K -3,388 -54%
CIBC Private Wealth Group
532
CIBC Private Wealth Group
Georgia
$285K -$47.6K -479 -14%
MIA
533
MMBG Investment Advisors
Florida
$284K
AWM
534
Avior Wealth Management
Nebraska
$280K -$27.7K -279 -9%
CWM
535
Cornerstone Wealth Management
Missouri
$280K +$398 +4 +0.1%
SPC
536
Sigma Planning Corp
Michigan
$276K -$719K -7,228 -72%
AG
537
AlTi Global
New York
$274K +$274K +2,751 New
CGL
538
Clarius Group LLC
Washington
$273K +$273K +2,743 New
CHAM
539
Clear Harbor Asset Management
Connecticut
$271K
KA
540
Kovack Advisors
Florida
$269K -$65.8K -662 -20%
GCP
541
GSA Capital Partners
United Kingdom
$269K +$269K +2,703 New
DILIC
542
Dai-ichi Life Insurance Company
Japan
$266K -$1.29M -13,000 -83%
QCG
543
Quadrant Capital Group
Ohio
$266K +$18.6K +187 +8%
CCM
544
Coldstream Capital Management
Washington
$265K -$86.2K -867 -25%
IRC
545
Investors Research Corp
Georgia
$264K
NVCHI
546
New Vernon Capital Holdings II
New Jersey
$261K -$23.6K -237 -8%
LF
547
Lee Financial
Texas
$259K -$1.19K -12 -0.5%
AQR Capital Management
548
AQR Capital Management
Connecticut
$254K +$254K +2,557 New
KWM
549
Keebeck Wealth Management
Illinois
$251K +$1.99K +20 +0.8%
LNC
550
Lincoln National Corp
Pennsylvania
$250K -$27.8K -280 -10%