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Moderna

1,006 hedge funds and large institutions have $38.4B invested in Moderna in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 330 increasing their positions, 388 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
-57
Holders Change %
-5.36%
% of All Funds
16.1%
Holding in Top 10
18
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-45.45%
% of All Funds
0.29%
New
109
Increased
330
Reduced
388
Closed
138
Calls
$2.22B
Puts
$1.86B
Net Calls
+$361M
Net Calls Change
+$40.9M
Name Holding Trade Value Shares
Change
Shares
Change %
IPAM
601
ICICI Prudential Asset Management
India
$380K +$83.5K +544 +28%
JWCA
602
J.W. Cole Advisors
Florida
$379K +$22.3K +145 +6%
ZIMP
603
Zimmermann Investment Management & Planning
Pennsylvania
$376K +$376K +2,446 New
CW
604
Connectus Wealth
Ohio
$374K +$36.9K +240 +11%
PWM
605
Perigon Wealth Management
California
$374K +$5.53K +36 +2%
FA
606
Fagan Associates
New York
$372K +$372K +2,425 New
WE
607
Wealth Effects
Massachusetts
$367K +$3.07K +20 +0.8%
FTDI
608
First Trust Direct Indexing
Massachusetts
$365K -$62.5K -407 -15%
SC
609
Savant Capital
Illinois
$364K +$39.6K +258 +12%
PCM
610
Peregrine Capital Management
Minnesota
$361K -$117K -759 -24%
GRP
611
Global Retirement Partners
California
$360K +$10.4K +80 +3%
DT
612
Diversified Trust
Tennessee
$360K -$15.8K -103 -4%
FFA
613
Fairfield Financial Advisors
Massachusetts
$358K -$19.5K -132 -5%
CIBC Private Wealth Group
614
CIBC Private Wealth Group
Georgia
$358K -$1.27M -8,244 -78%
AT
615
Avalon Trust
New Mexico
$357K +$357K +2,326 New
AC
616
Abbrea Capital
California
$357K
AWM
617
Aberdeen Wealth Management
Illinois
$356K
MHS
618
M Holdings Securities
Oregon
$354K -$3.07K -20 -0.9%
AWM
619
Apollon Wealth Management
South Carolina
$353K -$140K -912 -28%
CI
620
CX Institutional
Indiana
$352K +$157K +997 +81%
SWM
621
Spire Wealth Management
Virginia
$352K -$45.5K -296 -11%
AFP
622
Ausdal Financial Partners
Iowa
$349K +$35.9K +234 +11%
AF
623
Advisornet Financial
Minnesota
$348K -$2K -13 -0.6%
MA
624
Modus Advisors
Minnesota
$346K -$1.08K -7 -0.3%
SW
625
SVB Wealth
Massachusetts
$343K -$233K -1,519 -40%