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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 %
IFPG
676
Intrepid Financial Planning Group
Indiana
$273K
TLCM
677
Twin Lakes Capital Management
California
$272K
HTHT
678
Hemenway Trust Hemenway Trust
New Hampshire
$272K +$272K +1,769 New
PCM
679
Parsons Capital Management
Rhode Island
$270K
FBB
680
Fulton Breakefield Broenniman
Maryland
$270K +$614 +4 +0.2%
AWM
681
Avitas Wealth Management
California
$268K -$8.91K -58 -3%
PWPS
682
Pinnacle Wealth Planning Services
Ohio
$267K -$35.8K -233 -12%
KCM
683
KRS Capital Management
Michigan
$267K -$13.8K -90 -5%
Los Angeles Capital Management
684
Los Angeles Capital Management
California
$266K -$5.06M -32,927 -95%
VCG
685
Vantage Consulting Group
Virginia
$266K +$58.7K +382 +28%
SA
686
Syntax Advisors
New York
$266K +$58.7K +382 +28%
HI
687
Harbour Investments
Wisconsin
$266K +$5.68K +37 +2%
CAM
688
Cozad Asset Management
Illinois
$265K
NFSG
689
Newbridge Financial Services Group
Florida
$263K
BFM
690
Boothbay Fund Management
New York
$263K +$263K +1,713 New
ACIM
691
Azimuth Capital Investment Management
Michigan
$262K
GF
692
Gries Financial
Ohio
$261K -$2.3K -15 -0.9%
AGA
693
Accuvest Global Advisors
Utah
$261K -$261K -1,701 -50%
OIA
694
Optimum Investment Advisors
Illinois
$261K -$49.9K -325 -16%
JCM
695
Jacobi Capital Management
Pennsylvania
$260K
NP
696
NorthRock Partners
Minnesota
$258K -$60.5K -394 -19%
BWP
697
BSW Wealth Partners
Colorado
$258K -$1.23K -8 -0.5%
KCFA
698
Key Client Fiduciary Advisors
New Jersey
$257K +$15.4K +100 +6%
KF
699
Krilogy Financial
Missouri
$257K -$25.3K -165 -9%
KIA
700
Kraematon Investment Advisors
Massachusetts
$257K