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Moderna

879 hedge funds and large institutions have $25.5B invested in Moderna in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 299 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
-77
Holders Change %
-8.05%
% of All Funds
14.01%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
81
Increased
353
Reduced
299
Closed
143
Calls
$1.7B
Puts
$1.53B
Net Calls
+$172M
Net Calls Change
+$317M
Name Holding Trade Value Shares
Change
Shares
Change %
PCMC
576
Private Capital Management (Colorado)
Colorado
$249K +$31.3K +303 +14%
SWA
577
SFMG Wealth Advisors
Texas
$249K +$72.3K +700 +41%
SB
578
Strategic Blueprint
Georgia
$246K +$58K +562 +31%
HNB
579
Huntington National Bank
Ohio
$246K -$16.6K -161 -6%
SWM
580
Spire Wealth Management
Virginia
$246K +$32.4K +314 +15%
FFM
581
Forum Financial Management
Illinois
$244K -$1.03K -10 -0.4%
LFAS
582
Level Four Advisory Services
Texas
$244K -$61.4K -594 -20%
SSB
583
Sandy Spring Bank
Maryland
$243K +$41.3K +400 +20%
AFT
584
Alpha Family Trust
California
$243K +$54.2K +525 +29%
AT
585
Avalon Trust
New Mexico
$240K
FRM
586
Fox Run Management
Connecticut
$239K +$9.19K +89 +4%
AWM
587
Aberdeen Wealth Management
Illinois
$239K
BSW
588
Buckingham Strategic Wealth
Missouri
$239K -$10.9K -106 -4%
BCA
589
Bay Colony Advisors
Massachusetts
$238K -$30.3K -293 -11%
MA
590
Montag & Associates
Georgia
$237K -$41.3K -400 -15%
AC
591
Abbrea Capital
California
$236K -$1.96K -19 -0.8%
SAM
592
Silvercrest Asset Management
New York
$236K +$236K +2,284 New
CA
593
Claro Advisors
Massachusetts
$235K +$32.5K +315 +16%
FAN
594
Financial Advisors Network
California
$230K +$230K +2,231 New
CW
595
Connectus Wealth
Ohio
$229K -$4.86K -47 -2%
PWM
596
Perigon Wealth Management
California
$229K -$19.6K -190 -8%
NFC
597
Northeast Financial Consultants
Connecticut
$228K
CA
598
Continuum Advisory
Idaho
$228K -$22.2K -215 -9%
GIA
599
Gladstone Institutional Advisory
Florida
$225K +$38K +368 +20%
NFG
600
Nadler Financial Group
Illinois
$224K +$2.58K +25 +1%