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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 %
SA
601
Syntax Advisors
New York
$223K +$29.6K +287 +15%
VCG
602
Vantage Consulting Group
Virginia
$223K +$29.6K +287 +15%
CC
603
Chicago Capital
Illinois
$222K
YIH
604
Y-Intercept (HK)
Hong Kong
$221K +$221K +2,143 New
RWM
605
Ritholtz Wealth Management
New York
$219K +$46.7K +452 +27%
ACM
606
Arlington Capital Management
Illinois
$218K +$218K +2,115 New
WE
607
Wealth Effects
Massachusetts
$218K -$29.4K -285 -12%
CIM
608
CIM Investment Management
Pennsylvania
$217K -$4.13K -40 -2%
CK
609
Cohen Klingenstein
New York
$217K
LSPW
610
Lake Street Private Wealth
Illinois
$215K -$28.3K -282 -12%
MAG
611
Mayfair Advisory Group
Alabama
$213K
JWCA
612
J.W. Cole Advisors
Florida
$212K -$7.96K -77 -4%
MWM
613
MinichMacGregor Wealth Management
New York
$210K
DWP
614
Destiny Wealth Partners
Florida
$208K
GWM
615
Geneos Wealth Management
Colorado
$207K +$44.6K +432 +27%
MPAM
616
Murphy Pohlad Asset Management
Minnesota
$207K -$22.2K -215 -10%
MAS
617
Meeder Advisory Services
Ohio
$206K -$142K -1,372 -41%
MPM
618
Meritage Portfolio Management
Kansas
$203K +$2.58K +25 +1%
SS
619
Sunbelt Securities
Texas
$197K +$51.6K +500 +35%
SIM
620
Sentry Investment Management
Wisconsin
$191K -$33.8K -328 -15%
PCM
621
Penserra Capital Management
California
$191K -$27.8K -271 -13%
VSQM
622
V-Square Quantitative Management
Illinois
$189K +$189K +1,832 New
NFSG
623
Newbridge Financial Services Group
Florida
$183K +$12.4K +120 +7%
TLCM
624
Twin Lakes Capital Management
California
$183K
MOS
625
MGO One Seven
Ohio
$182K +$182K +1,759 New