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Moderna

889 hedge funds and large institutions have $28.1B invested in Moderna in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 328 increasing their positions, 292 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+16
Holders Change %
+1.83%
% of All Funds
12.89%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
108
Increased
328
Reduced
292
Closed
80
Calls
$1.61B
Puts
$1.32B
Net Calls
+$288M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
551
One Capital Management
California
$271K -$47K -441 -15%
CWM
552
Cornerstone Wealth Management
Missouri
$270K -$29.8K -280 -10%
IRC
553
Investors Research Corp
Georgia
$269K -$13.3K -125 -5%
PWP
554
Principle Wealth Partners
Connecticut
$266K +$10.9K +102 +4%
SBIA
555
Sheaff Brock Investment Advisors
Indiana
$263K
LFDLE
556
La Financiere de L'Echiquier
France
$261K +$26.6K +250 +11%
SF
557
Synovus Financial
Georgia
$260K -$48.5K -455 -16%
WSTAM
558
Wilbanks Smith & Thomas Asset Management
Virginia
$260K
PCMC
559
Private Capital Management (Colorado)
Colorado
$258K -$1.39K -13 -0.5%
VWA
560
Visionary Wealth Advisors
Illinois
$256K +$256K +2,407 New
MCCP
561
Mission Creek Capital Partners
California
$256K +$256K +2,405 New
HA
562
Herold Advisors
New York
$256K +$256K +2,405 New
DS
563
DRW Securities
Illinois
$256K +$256K +2,404 New
PWM
564
Perigon Wealth Management
California
$255K +$255K +2,393 New
EWA
565
EP Wealth Advisors
California
$254K +$254K +2,385 New
BFO
566
Boston Family Office
Massachusetts
$250K +$34K +319 +16%
DM
567
Deerfield Management
New York
$249K +$249K +2,337 New
AWM
568
Aberdeen Wealth Management
Illinois
$247K +$247K +2,315 New
VCG
569
Vantage Consulting Group
Virginia
$246K -$64.7K -607 -21%
Connor, Clark & Lunn Investment Management (CC&L)
570
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$245K +$245K +2,300 New
CGL
571
Clarius Group LLC
Washington
$244K -$48K -450 -16%
JWM
572
Jupiter Wealth Management
Colorado
$244K +$244K +2,000 New
LNC
573
Lincoln National Corp
Pennsylvania
$242K -$25.3K -237 -9%
JWM
574
Jeppson Wealth Management
California
$242K -$2.24K -21 -0.9%
LSPW
575
Lake Street Private Wealth
Illinois
$239K +$239K +2,241 New