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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 %
UAM
676
UAS Asset Management
New York
$213K +$213K +1,750 New
WANY
677
Wealthspire Advisors (New York)
New York
$212K +$52.1K +429 +33%
LCGC
678
Legacy Capital Group California
California
$210K +$8.14K +67 +4%
FDS
679
First Dallas Securities
Texas
$210K -$158K -1,300 -43%
MAM
680
Must Asset Management
South Korea
$209K +$209K +1,715 New
AWM
681
Apollon Wealth Management
South Carolina
$209K -$70.2K -578 -25%
AWM
682
Avitas Wealth Management
California
$208K -$3.89K -32 -2%
Los Angeles Capital Management
683
Los Angeles Capital Management
California
$208K -$3.04K -25 -1%
ACIM
684
Azimuth Capital Investment Management
Michigan
$208K
SWA
685
SFMG Wealth Advisors
Texas
$208K +$36.9K +304 +22%
PCA
686
Private Capital Advisors
Connecticut
$207K +$207K +1,700 New
MIC
687
Means Investment Company
Maine
$207K -$64.4K -530 -24%
GF
688
Gries Financial
Ohio
$207K
JCM
689
Jacobi Capital Management
Pennsylvania
$205K -$1.22K -10 -0.6%
BWP
690
BSW Wealth Partners
Colorado
$204K -$365 -3 -0.2%
KCFA
691
Key Client Fiduciary Advisors
New Jersey
$204K
KIA
692
Kraematon Investment Advisors
Massachusetts
$203K
RWM
693
Ritholtz Wealth Management
New York
$203K +$17.6K +145 +10%
NFSG
694
Newbridge Financial Services Group
Florida
$201K -$7.05K -58 -3%
IWM
695
IHT Wealth Management
Illinois
$200K +$4.5K +37 +2%
RMC
696
Resources Management Corp
Connecticut
$198K -$1.1M -9,069 -85%
FCFS
697
First Command Financial Services
Texas
$195K
FCB
698
First Command Bank
Texas
$195K
GWM
699
Geneos Wealth Management
Colorado
$191K +$6.08K +50 +3%
BLC
700
Brown, Lisle/Cummings
Rhode Island
$187K