MRNA icon

Moderna

942 hedge funds and large institutions have $31.1B invested in Moderna in 2024 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 330 increasing their positions, 301 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+53
Holders Change %
+5.96%
% of All Funds
13.7%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
127
Increased
330
Reduced
301
Closed
61
Calls
$1.56B
Puts
$1.86B
Net Calls
-$298M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
551
Avior Wealth Management
Nebraska
$338K -$31.7K -267 -9%
GKWIM
552
Gerber Kawasaki Wealth & Investment Management
California
$337K -$46.6K -392 -12%
BFC
553
Blue Fin Capital
Rhode Island
$335K +$2.73K +23 +0.8%
PAS
554
Park Avenue Securities
New York
$334K +$31.6K +266 +10%
VSQM
555
V-Square Quantitative Management
Illinois
$334K -$115K -967 -26%
FPAS
556
Focus Partners Advisor Solutions
Missouri
$333K +$333K +2,805 New
DP
557
Dearborn Partners
Illinois
$333K +$101K +850 +44%
CAS
558
CTC Alternative Strategies
Illinois
$333K +$333K +2,800 New
AG
559
AlTi Global
New York
$331K +$4.75K +40 +1%
DIA
560
Dana Investment Advisors
Wisconsin
$331K -$1.03M -8,661 -76%
SW
561
SVB Wealth
Massachusetts
$329K -$72.6K -611 -18%
SW
562
SteelPeak Wealth
California
$327K -$9.62K -81 -3%
JSL
563
JT Stratford LLC
Georgia
$322K -$4.39K -37 -1%
KWM
564
Keebeck Wealth Management
Illinois
$321K
CTFG
565
Capstone Triton Financial Group
Oklahoma
$319K -$69.8K -588 -18%
ET
566
Equitable Trust
Tennessee
$313K -$165K -1,387 -34%
TA
567
TFB Advisors
Kansas
$313K +$6.89K +58 +2%
MGIA
568
Moneta Group Investment Advisors
Missouri
$311K +$1.66K +14 +0.5%
WANY
569
Wealthspire Advisors (New York)
New York
$309K -$14.3K -120 -4%
OCM
570
One Capital Management
California
$309K +$7.13K +60 +2%
LF
571
Lee Financial
Texas
$309K
SC
572
Syon Capital
California
$308K +$84.2K +709 +38%
RJT
573
Raymond James Trust
Florida
$308K +$71.5K +602 +30%
PWM
574
Perigon Wealth Management
California
$305K +$21K +177 +7%
CA
575
Clearstead Advisors
Ohio
$302K +$290K +2,438 +2,279%