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Moderna

873 hedge funds and large institutions have $26.1B invested in Moderna in 2023 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 267 increasing their positions, 335 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
-6
Holders Change %
-0.68%
% of All Funds
12.8%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
138
Increased
267
Reduced
335
Closed
132
Calls
$1.9B
Puts
$1.43B
Net Calls
+$468M
Net Calls Change
+$295M
Name Holding Trade Value Shares
Change
Shares
Change %
OAJ
701
Ogorek Anthony Joseph
New York
$27K +$27K +272 New
SWA
702
SOA Wealth Advisors
New York
$27K -$497 -5 -2%
FPF
703
First Pacific Financial
Washington
$26.5K
WB
704
Webster Bank
Connecticut
$26.5K
MCM
705
Manchester Capital Management
Vermont
$26.3K +$3.38K +34 +15%
ORAM
706
One River Asset Management
Connecticut
$24.6K -$473K -4,761 -95%
DMBA
707
Deseret Mutual Benefit Administrators
Utah
$24.4K +$4.18K +42 +21%
FWM
708
Focused Wealth Management
New York
$24.3K +$23.6K +237 +3,386%
AA
709
Ancora Advisors
Ohio
$23.5K -$6.96K -70 -23%
W
710
WealthCollab
Washington
$22.8K +$22.8K +229 New
SL
711
Salomon & Ludwin
Virginia
$22.5K
GIA
712
GHP Investment Advisors
Colorado
$21.9K -$3.98K -40 -15%
FFA
713
Frazier Financial Advisors
Ohio
$21.9K +$21.9K +220 New
AAG
714
Armstrong Advisory Group
Massachusetts
$21.1K
AWM
715
Activest Wealth Management
Florida
$21K -$1.99K -20 -9%
RG
716
Retirement Group
California
$20.8K +$20.8K +209 New
CWP
717
Concord Wealth Partners
Virginia
$20.3K
CWM
718
Cedar Wealth Management
California
$19.9K
HWA
719
HHM Wealth Advisors
Tennessee
$19.9K
AWM
720
AllSquare Wealth Management
New York
$19.9K
LWANC
721
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.9K
TC
722
Truvestments Capital
Florida
$19.9K +$19.9K +200 New
OPTFSNA
723
Old Point Trust & Financial Services N A
Virginia
$19.9K +$19.9K +200 New
MRCM
724
M&R Capital Management
New Jersey
$19.9K +$19.9K +200 New
EC
725
EdgeRock Capital
Colorado
$18.9K +$18.9K +194 New