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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 %
CC
626
Chicago Capital
Illinois
$232K
Federated Hermes
627
Federated Hermes
Pennsylvania
$232K +$12.4K +104 +6%
IAN
628
Integrated Advisors Network
Texas
$231K -$13.4K -113 -5%
SPC
629
Sigma Planning Corp
Michigan
$230K -$163K -1,374 -41%
FMLI
630
Fukoku Mutual Life Insurance
Japan
$230K
LC
631
Lindbrook Capital
California
$228K +$53.2K +448 +30%
KA
632
Kovack Advisors
Florida
$225K -$98.9K -833 -31%
LJAC
633
L.J. Altfest & Co
New York
$225K +$225K +1,897 New
SAM
634
Silvercrest Asset Management
New York
$223K -$147K -1,240 -40%
IIC
635
Integrated Investment Consultants
Michigan
$223K
IFPG
636
Intrepid Financial Planning Group
Indiana
$223K +$223K +1,875 New
AF
637
Allworth Financial
California
$222K +$14.8K +122 +7%
BCG
638
Breakwater Capital Group
New Jersey
$220K +$220K +1,855 New
TPI
639
Trust Point Inc
Wisconsin
$220K +$220K +1,853 New
MMA
640
Miracle Mile Advisors
California
$219K +$219K +1,846 New
FFM
641
Forum Financial Management
Illinois
$217K +$217K +1,829 New
PWPS
642
Pinnacle Wealth Planning Services
Ohio
$217K +$217K +1,825 New
SQA
643
Simon Quick Advisors
New Jersey
$216K +$216K +1,820 New
FBB
644
Fulton Breakefield Broenniman
Maryland
$215K +$215K +1,810 New
JEST
645
JTC Employer Solutions Trustee
Jersey
$214K +$178K +1,500 +500%
HNB
646
Huntington National Bank
Ohio
$213K +$29.5K +248 +16%
ICP
647
Interchange Capital Partners
Pennsylvania
$212K +$212K +1,787 New
ACA
648
Aptus Capital Advisors
Alabama
$211K +$211K +1,779 New
NFSG
649
Newbridge Financial Services Group
Florida
$211K +$8.08K +68 +4%
WWM
650
Western Wealth Management
Colorado
$211K +$211K +1,774 New