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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 %
VSQM
551
V-Square Quantitative Management
Illinois
$248K +$66.2K +666 +36%
RIA
552
Regal Investment Advisors
Michigan
$248K -$47.3K -476 -16%
AWA
553
Arete Wealth Advisors
Illinois
$247K +$247K +2,501 New
SBIA
554
Sheaff Brock Investment Advisors
Indiana
$245K -$4.87K -49 -2%
DWT
555
Dorsey & Whitney Trust
South Dakota
$245K -$265K -2,669 -52%
CG
556
Caprock Group
Idaho
$245K -$4.18K -42 -2%
VW
557
Vantage Wealth
California
$245K -$224K -2,255 -48%
BCA
558
Bay Colony Advisors
Massachusetts
$245K +$15K +151 +7%
AP
559
AtonRa Partners
Switzerland
$243K -$27K -271 -10%
WSTAM
560
Wilbanks Smith & Thomas Asset Management
Virginia
$242K
PCMC
561
Private Capital Management (Colorado)
Colorado
$242K +$2.29K +23 +1%
JJBC
562
James J. Burns & Company
New York
$241K +$241K +2,425 New
BSW
563
Buckingham Strategic Wealth
Missouri
$238K +$8.16K +82 +4%
PWP
564
Principle Wealth Partners
Connecticut
$238K -$9.95K -100 -4%
BC
565
Bridgefront Capital
Texas
$237K +$237K +2,381 New
CI
566
CX Institutional
Indiana
$236K +$236K +2,375 New
LA
567
Lifeworks Advisors
Michigan
$234K -$1.44M -14,475 -86%
TC
568
TownSquare Capital
Utah
$234K -$28.3K -285 -11%
MAG
569
Mayfair Advisory Group
Alabama
$230K
GT
570
Greenleaf Trust
Michigan
$229K -$48.2K -485 -17%
JWM
571
Jeppson Wealth Management
California
$228K +$228K +2,296 New
SS
572
Sunbelt Securities
Texas
$226K +$35.8K +360 +19%
IAS
573
Insigneo Advisory Services
Florida
$225K +$225K +2,260 New
BFC
574
Blue Fin Capital
Rhode Island
$222K +$222K +2,228 New
CAG
575
Csenge Advisory Group
Florida
$222K +$222K +2,228 New