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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 %
LCGC
701
Legacy Capital Group California
California
$256K +$256K +1,664 New
CA
702
Clearstead Advisors
Ohio
$254K +$139K +905 +121%
DCM
703
Dimension Capital Management
Florida
$254K
GAG
704
GM Advisory Group
New York
$250K -$7.68K -50 -3%
BBHC
705
Brown Brothers Harriman & Co
New York
$250K -$14.1K -92 -5%
CI
706
Conning Inc
Connecticut
$249K -$4.3K -28 -2%
NVCHI
707
New Vernon Capital Holdings II
New Jersey
$248K +$1.69K +11 +0.7%
IWM
708
IHT Wealth Management
Illinois
$248K +$4.92K +32 +2%
FCFS
709
First Command Financial Services
Texas
$246K
FCB
710
First Command Bank
Texas
$246K
PVI
711
Pine Valley Investments
New Jersey
$244K +$244K +2,521 New
BFC
712
Blue Fin Capital
Rhode Island
$243K +$5.64K +42 +2%
ACI
713
Alpha Cubed Investments
California
$243K +$51K +332 +27%
QT
714
Quantbot Technologies
New York
$239K +$239K +1,553 New
TFA
715
Triad Financial Advisors
North Carolina
$237K +$154 +1 +0.1%
B
716
Bellecapital
Switzerland
$237K
HI
717
Hoey Investments
Pennsylvania
$236K -$61.4K -400 -21%
BLC
718
Brown, Lisle/Cummings
Rhode Island
$236K +$154K +1,000 +187%
LWM
719
Laidlaw Wealth Management
New York
$235K
HFG
720
Heron Financial Group
New York
$235K +$33.8K +220 +17%
TC
721
TownSquare Capital
Utah
$234K -$57.9K -377 -20%
RWM
722
Ritholtz Wealth Management
New York
$234K -$109K -713 -32%
AWM
723
Axxcess Wealth Management
California
$234K
LNC
724
Lincoln National Corp
Pennsylvania
$234K -$23.7K -154 -9%
GWM
725
Geneos Wealth Management
Colorado
$234K -$7.68K -50 -3%