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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 %
JWCA
576
J.W. Cole Advisors
Florida
$221K +$17.3K +174 +8%
SB
577
Strategic Blueprint
Georgia
$221K -$16.5K -166 -7%
RWP
578
RWA Wealth Partners
Massachusetts
$220K +$220K +2,211 New
GI
579
GAMMA Investing
California
$219K +$219K +2,172 New
LFDLE
580
La Financiere de L'Echiquier
France
$219K -$9.15M -92,047 -98%
DWP
581
Destiny Wealth Partners
Florida
$217K -$1.09K -10 -0.5%
PTC
582
Philadelphia Trust Company
Pennsylvania
$217K -$32.4K -325 -13%
NFG
583
Nadler Financial Group
Illinois
$216K
CIA
584
Concurrent Investment Advisors
Florida
$215K +$215K +2,165 New
CC
585
Chicago Capital
Illinois
$214K
BP
586
Ballentine Partners
Massachusetts
$209K -$87.1K -876 -29%
CK
587
Cohen Klingenstein
New York
$209K
IIC
588
Integrated Investment Consultants
Michigan
$208K +$208K +2,095 New
SSB
589
Sandy Spring Bank
Maryland
$207K -$27.3K -275 -12%
CI
590
Conning Inc
Connecticut
$207K +$207K +2,078 New
LFAS
591
Level Four Advisory Services
Texas
$206K -$28.4K -286 -12%
Fisher Asset Management
592
Fisher Asset Management
Washington
$206K +$206K +2,067 New
MWM
593
Mission Wealth Management
California
$205K +$205K +2,063 New
SRL
594
Scientech Research LLC
New Jersey
$205K +$205K +2,058 New
ACM
595
Arlington Capital Management
Illinois
$204K -$6.46K -65 -3%
MPAM
596
Murphy Pohlad Asset Management
Minnesota
$204K +$4.97K +50 +3%
BFO
597
Boston Family Office
Massachusetts
$201K +$201K +2,024 New
DTL
598
Dynamic Technology Lab
Singapore
$200K +$200K +2,014 New
PS
599
Principal Securities
Iowa
$198K +$198K +1,987 New
Federated Hermes
600
Federated Hermes
Pennsylvania
$184K -$311K -3,126 -63%