MRNA icon

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 %
BFA
726
Beaumont Financial Advisors
Massachusetts
$233K -$9.83K -64 -4%
PWP
727
Perfromance Wealth Partners
Illinois
$232K -$169K -1,101 -42%
DGAM
728
Desjardins Global Asset Management
Quebec, Canada
$231K +$231K +1,502 New
NC
729
Nixon Capital
Texas
$230K
STA
730
Summit Trail Advisors
New York
$229K +$29.9K +195 +15%
VT
731
Vise Technologies
New York
$228K +$228K +1,486 New
AMC
732
Asset Management Corp
Illinois
$228K +$228K +1,485 New
RJT
733
Raymond James Trust
Florida
$228K +$228K +1,480 New
AIP
734
Almanack Investment Partners
Pennsylvania
$227K -$561K -3,650 -71%
SSWM
735
Sheets Smith Wealth Management
North Carolina
$227K
CDH
736
Charles D. Hyman
$227K
JIC
737
Joel Isaacson & Co
New York
$227K +$15.4K +100 +7%
H
738
HoyleCohen
California
$226K
VEA
739
Virtus ETF Advisers
New York
$226K +$3.69K +24 +2%
RIA
740
Realta Investment Advisors
Delaware
$222K +$222K +1,447 New
NCM
741
NCM Capital Management
New Jersey
$221K
EF
742
Empowered Funds
Pennsylvania
$220K +$220K +1,435 New
WA
743
Wealth Alliance
New York
$220K +$220K +1,432 New
CFG
744
Carr Financial Group
Massachusetts
$219K -$3.84K -25 -2%
LMKC
745
L.M. Kohn & Company
Ohio
$219K
PA
746
Prossimo Advisors
California
$219K +$219K +1,428 New
SAM
747
Sabadell Asset Management
Spain
$219K
HH
748
Hilltop Holdings
Texas
$218K -$13.7K -89 -6%
SG
749
StoneX Group
New York
$217K -$1.69K -11 -0.8%
SWA
750
SFMG Wealth Advisors
Texas
$216K +$15.4K +100 +8%