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Moderna

1,006 hedge funds and large institutions have $38.4B invested in Moderna in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 330 increasing their positions, 388 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
-57
Holders Change %
-5.36%
% of All Funds
16.1%
Holding in Top 10
18
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-45.45%
% of All Funds
0.29%
New
109
Increased
330
Reduced
388
Closed
138
Calls
$2.22B
Puts
$1.86B
Net Calls
+$361M
Net Calls Change
+$40.9M
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
651
EMC Capital Management
Texas
$313K
MWM
652
MinichMacGregor Wealth Management
New York
$313K +$308K +2,005 +6,683%
LOAMS
653
Lombard Odier Asset Management (Switzerland)
Switzerland
$310K +$310K +2,016 New
DWP
654
Destiny Wealth Partners
Florida
$309K
CA
655
Claro Advisors
Massachusetts
$307K -$18K -117 -6%
IAN
656
Integrated Advisors Network
Texas
$307K -$659K -4,290 -68%
JWM
657
Jupiter Wealth Management
Colorado
$307K
DA
658
Detalus Advisors
Missouri
$307K
HCM
659
Harvey Capital Management
Florida
$307K
CIC
660
Carnegie Investment Counsel
Ohio
$306K +$306K +1,990 New
SSB
661
Sandy Spring Bank
Maryland
$301K +$23K +150 +8%
GIA
662
Gladstone Institutional Advisory
Florida
$301K -$4.91K -32 -2%
FFM
663
Forum Financial Management
Illinois
$300K +$4.92K +32 +2%
CC
664
Chicago Capital
Illinois
$300K
AFM
665
Abbot Financial Management
Massachusetts
$299K +$30.4K +198 +11%
FMLI
666
Fukoku Mutual Life Insurance
Japan
$297K
WWM
667
Westwood Wealth Management
California
$292K
RCM
668
RB Capital Management
Nevada
$288K -$4.15K -27 -1%
RSWM
669
Robertson Stephens Wealth Management
California
$287K +$38.4K +250 +15%
CAG
670
Csenge Advisory Group
Florida
$285K +$105K +681 +58%
NRD
671
Nebula Research & Development
New York
$284K +$284K +1,849 New
AF
672
Allworth Financial
California
$281K -$24.9K -162 -8%
HA
673
Herold Advisors
New York
$280K +$36.1K +235 +15%
KFS
674
Kaizen Financial Strategies
California
$278K -$15.4K -100 -5%
PF
675
Phoenix Financial
Israel
$277K +$277K +1,895 New