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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 %
DIA
551
Dana Investment Advisors
Wisconsin
$376K +$376K +3,097 New
GT
552
Greenleaf Trust
Michigan
$376K -$51.6K -425 -12%
AFC
553
AFT Forsyth & Company
Florida
$372K -$15.2K -125 -4%
CPSC
554
Carl P. Sherr & Co
Massachusetts
$371K +$32.9K +271 +10%
ZIMP
555
Zimmermann Investment Management & Planning
Pennsylvania
$370K +$73.3K +603 +25%
WJWM
556
Williams Jones Wealth Management
New York
$370K -$140K -1,150 -27%
RWA
557
Ropes Wealth Advisors
Massachusetts
$369K -$5.71K -47 -2%
FCMC
558
Founders Capital Management (Connecticut)
Connecticut
$367K
WBC
559
Westpac Banking Corp
Australia
$365K -$3.3M -27,123 -90%
CA
560
CV Advisors
Florida
$363K
CCG
561
Cypress Capital Group
Florida
$363K +$2.8K +23 +0.8%
PA
562
Pinnacle Associates
New York
$363K +$42K +346 +13%
CWM
563
Cornerstone Wealth Management
Missouri
$360K -$72.8K -599 -17%
LNC
564
Lincoln National Corp
Pennsylvania
$359K +$174K +1,432 +94%
LFAS
565
Level Four Advisory Services
Texas
$359K -$15.4K -127 -4%
MIA
566
MMBG Investment Advisors
Florida
$352K
PCM
567
Peregrine Capital Management
Minnesota
$341K +$55.9K +460 +20%
PWS
568
Precision Wealth Strategies
Missouri
$340K -$29.5K -243 -8%
GRP
569
Global Retirement Partners
California
$336K -$243 -2 -0.1%
GC
570
GFG Capital
Florida
$333K
CHP
571
Cable Hill Partners
Oregon
$330K -$18.1K -149 -5%
BCM
572
BTC Capital Management
Iowa
$330K +$330K +2,718 New
MA
573
Montag & Associates
Georgia
$327K -$334K -2,747 -51%
Acadian Asset Management
574
Acadian Asset Management
Massachusetts
$324K -$207K -1,706 -39%
MMA
575
Miracle Mile Advisors
California
$321K +$18.2K +150 +6%