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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 %
PCMC
626
Private Capital Management (Colorado)
Colorado
$256K +$2.07K +17 +0.8%
CK
627
Cohen Klingenstein
New York
$255K
DWP
628
Destiny Wealth Partners
Florida
$254K
SAM
629
Summit Asset Management
Tennessee
$252K
SWM
630
Spire Wealth Management
Virginia
$251K -$27.3K -225 -10%
M
631
Mirova
France
$250K -$269K -2,212 -52%
XT
632
XTX Topco
Cayman Islands
$249K +$249K +2,050 New
IAN
633
Integrated Advisors Network
Texas
$249K +$5.59K +46 +2%
MWM
634
MinichMacGregor Wealth Management
New York
$247K
NC
635
NinePointTwo Capital
California
$247K +$247K +2,035 New
CWM
636
Cahill Wealth Management
Michigan
$247K -$129K -1,063 -34%
AWM
637
Axxcess Wealth Management
California
$247K +$62K +510 +34%
TC
638
TownSquare Capital
Utah
$246K +$60.9K +501 +33%
PWS
639
Paragon Wealth Strategies
Florida
$243K -$9.36K -77 -4%
JWM
640
Jupiter Wealth Management
Colorado
$243K
MAG
641
Mayfair Advisory Group
Alabama
$243K
AGA
642
Accuvest Global Advisors
Utah
$242K +$34.9K +287 +17%
AF
643
Advisornet Financial
Minnesota
$242K -$34K -280 -12%
CIBC Private Wealth Group
644
CIBC Private Wealth Group
Georgia
$241K -$41.9K -345 -15%
NRD
645
Nebula Research & Development
New York
$239K +$14.1K +116 +6%
CA
646
Claro Advisors
Massachusetts
$239K -$4.37K -36 -2%
SSB
647
Sandy Spring Bank
Maryland
$238K -$486 -4 -0.2%
AFP
648
Ausdal Financial Partners
Iowa
$236K -$40.1K -330 -15%
MPM
649
Meritage Portfolio Management
Kansas
$236K +$76.6K +630 +48%
FFA
650
Fairfield Financial Advisors
Massachusetts
$235K -$60.5K -498 -20%