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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 %
NFSG
601
Newbridge Financial Services Group
Florida
$182K +$4.97K +50 +3%
TLCM
602
Twin Lakes Capital Management
California
$176K
BFEC
603
Benjamin F. Edwards & Company
Missouri
$175K +$25.6K +258 +17%
AAM
604
Advisors Asset Management
Colorado
$172K -$466K -4,688 -73%
GWM
605
Geneos Wealth Management
Colorado
$171K -$28.2K -284 -14%
SAM
606
Shell Asset Management
Netherlands
$168K -$414K -4,160 -71%
TIM
607
Tortoise Investment Management
New York
$166K
AF
608
Allworth Financial
California
$165K +$10K +101 +6%
FCAS
609
First Command Advisory Services
Texas
$159K
BLC
610
Brown, Lisle/Cummings
Rhode Island
$153K
PCM
611
Penserra Capital Management
California
$152K -$31.5K -319 -17%
DGAM
612
Desjardins Global Asset Management
Quebec, Canada
$151K +$2.19K +22 +1%
RMC
613
Resources Management Corp
Connecticut
$151K -$16.2K -162 -10%
IUHSA
614
Itau Unibanco Holding S.A.
Brazil
$147K +$41.7K +419 +40%
MA
615
Montag & Associates
Georgia
$142K -$86K -865 -38%
LC
616
Lindbrook Capital
California
$138K +$40.9K +411 +42%
HI
617
Harbour Investments
Wisconsin
$138K -$27.2K -273 -16%
OIA
618
Optimum Investment Advisors
Illinois
$128K -$19.9K -200 -13%
NS
619
NBC Securities
Alabama
$121K +$20.3K +205 +20%
HNB
620
Huntington National Bank
Ohio
$115K -$122K -1,229 -52%
SWM
621
Spire Wealth Management
Virginia
$111K -$127K -1,269 -53%
SN
622
Sittner & Nelson
Oregon
$108K +$50.7K +510 +88%
RS
623
Rakuten Securities
Japan
$107K +$107K +1,079 New
OIAM
624
OFI Invest Asset Management
France
$99.9K
RAM
625
Ramirez Asset Management
New York
$99.5K