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Moderna

942 hedge funds and large institutions have $31.1B invested in Moderna in 2024 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 330 increasing their positions, 301 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+53
Holders Change %
+5.96%
% of All Funds
13.7%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
127
Increased
330
Reduced
301
Closed
61
Calls
$1.56B
Puts
$1.86B
Net Calls
-$298M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
601
Jeppson Wealth Management
California
$267K -$3.21K -27 -1%
OPS
602
Orion Portfolio Solutions
Nebraska
$263K +$263K +2,218 New
BCI
603
Brinker Capital Investments
Pennsylvania
$263K +$263K +2,218 New
PTC
604
Philadelphia Trust Company
Pennsylvania
$259K
SB
605
Strategic Blueprint
Georgia
$258K -$4.39K -37 -2%
MFG
606
Merit Financial Group
Georgia
$256K -$98.8K -832 -28%
CI
607
Conning Inc
Connecticut
$252K +$5.11K +43 +2%
GL
608
Graypoint LLC
New York
$251K +$251K +2,114 New
CK
609
Cohen Klingenstein
New York
$249K
ECM
610
Evergreen Capital Management
Washington
$247K +$247K +2,080 New
Wolverine Trading
611
Wolverine Trading
Illinois
$247K -$2.42M -20,379 -91%
SF
612
Synovus Financial
Georgia
$246K -$44.1K -371 -15%
BAM
613
Belpointe Asset Management
Nevada
$245K -$1.88M -15,790 -88%
MWM
614
Mission Wealth Management
California
$243K +$950 +8 +0.4%
Baird Financial Group
615
Baird Financial Group
Wisconsin
$239K -$5.94K -50 -2%
JWM
616
Jupiter Wealth Management
Colorado
$238K
MPAM
617
Murphy Pohlad Asset Management
Minnesota
$238K
HA
618
Harbor Advisors
Florida
$238K
DWP
619
Destiny Wealth Partners
Florida
$238K
JCP
620
Jennifer C. Price
$238K
PWP
621
Perfromance Wealth Partners
Illinois
$238K +$238K +2,000 New
PS
622
Principal Securities
Iowa
$237K +$56.4K +475 +31%
CSPIA
623
Cary Street Partners Investment Advisory
Virginia
$236K +$236K +1,990 New
AFP
624
Ausdal Financial Partners
Iowa
$234K +$234K +1,967 New
ACM
625
Arlington Capital Management
Illinois
$233K -$10.9K -92 -4%