MRNA icon

Moderna

1,006 hedge funds and large institutions have $38.4B invested in Moderna in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 330 increasing their positions, 388 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
-57
Holders Change %
-5.36%
% of All Funds
16.1%
Holding in Top 10
18
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-45.45%
% of All Funds
0.29%
New
109
Increased
330
Reduced
388
Closed
138
Calls
$2.22B
Puts
$1.86B
Net Calls
+$361M
Net Calls Change
+$40.9M
Name Holding Trade Value Shares
Change
Shares
Change %
N
551
Natixis
France
$495K +$495K +3,220 New
XWM
552
Xcel Wealth Management
Florida
$493K +$22.6K +147 +5%
GC
553
GFG Capital
Florida
$492K
Brown Advisory
554
Brown Advisory
Maryland
$492K +$31.8K +207 +7%
AFC
555
AFT Forsyth & Company
Florida
$490K +$3.84K +25 +0.8%
GT
556
Glenmede Trust
Pennsylvania
$489K -$61K -397 -11%
WSTAM
557
Wilbanks Smith & Thomas Asset Management
Virginia
$484K
GLA
558
Great Lakes Advisors
Illinois
$481K -$15.8K -103 -3%
CWM
559
Cahill Wealth Management
Michigan
$475K -$2.61K -17 -0.5%
RWA
560
Ropes Wealth Advisors
Massachusetts
$473K -$6.45K -42 -1%
LFAS
561
Level Four Advisory Services
Texas
$473K +$168K +1,093 +55%
SCA
562
Snowden Capital Advisors
New York
$469K +$66.5K +433 +17%
AIA
563
Affinity Investment Advisors
California
$468K
PWS
564
Precision Wealth Strategies
Missouri
$467K -$55.4K -361 -11%
CA
565
Continuum Advisory
Idaho
$466K -$49.8K -324 -10%
FDS
566
First Dallas Securities
Texas
$465K -$246K -1,600 -35%
FCMC
567
Founders Capital Management (Connecticut)
Connecticut
$464K
TPA
568
Trivium Point Advisory
Connecticut
$462K +$59.1K +385 +15%
CA
569
CV Advisors
Florida
$459K
CCG
570
Cypress Capital Group
Florida
$455K +$28.3K +184 +7%
KeyBank National Association
571
KeyBank National Association
Ohio
$453K -$42.5K -277 -9%
HBCM
572
Heron Bay Capital Management
Michigan
$444K +$444K +2,893 New
MGIA
573
Moneta Group Investment Advisors
Missouri
$444K +$444K +2,892 New
TCM
574
Teza Capital Management
Illinois
$444K +$444K +2,888 New
BSW
575
Buckingham Strategic Wealth
Missouri
$443K