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Moderna

956 hedge funds and large institutions have $30.2B invested in Moderna in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 307 increasing their positions, 375 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
-50
Holders Change %
-4.97%
% of All Funds
15.08%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.22%
New
77
Increased
307
Reduced
375
Closed
120
Calls
$1.31B
Puts
$1.46B
Net Calls
-$144M
Net Calls Change
-$505M
Name Holding Trade Value Shares
Change
Shares
Change %
FFM
601
Forum Financial Management
Illinois
$288K +$50.2K +413 +21%
HI
602
Horizon Investments
North Carolina
$287K -$40.1K -330 -12%
RWMG
603
Redwood Wealth Management Group
New Jersey
$284K +$19.4K +160 +7%
AT
604
Avalon Trust
New Mexico
$283K
AWM
605
Aberdeen Wealth Management
Illinois
$281K
AC
606
Abbrea Capital
California
$280K -$2.8K -23 -1%
KWA
607
Kingswood Wealth Advisors
California
$279K +$279K +2,294 New
IPW
608
Impact Partnership Wealth
Georgia
$277K +$277K +2,281 New
CW
609
Connectus Wealth
Ohio
$276K -$20.3K -167 -7%
EF
610
Empowered Funds
Pennsylvania
$274K +$99.9K +822 +57%
EST
611
EA Series Trust
Pennsylvania
$274K +$274K +2,257 New
BAM
612
Belpointe Asset Management
Nevada
$271K -$3M -24,693 -92%
FRM
613
Fox Run Management
Connecticut
$271K +$271K +2,227 New
MPAM
614
Murphy Pohlad Asset Management
Minnesota
$269K
NFC
615
Northeast Financial Consultants
Connecticut
$269K
OAM
616
Ostrum Asset Management
France
$267K +$1.09K +9 +0.4%
SIM
617
Sentry Investment Management
Wisconsin
$265K
CC
618
Chicago Capital
Illinois
$261K +$23.9K +197 +10%
NFG
619
Nadler Financial Group
Illinois
$261K +$102K +836 +64%
CIM
620
CIM Investment Management
Pennsylvania
$260K +$608 +5 +0.2%
STA
621
Summit Trail Advisors
New York
$260K +$78.9K +649 +43%
HWM
622
HB Wealth Management
Georgia
$260K -$3.65K -30 -1%
JWCA
623
J.W. Cole Advisors
Florida
$258K -$42K -346 -14%
PCM
624
Penserra Capital Management
California
$258K -$1.9M -15,679 -88%
BP
625
Ballentine Partners
Massachusetts
$257K -$78.5K -646 -23%