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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 %
CWM
726
CarsonAllaria Wealth Management
Illinois
$17.6K -$597 -6 -3%
GGI
727
Godsey & Gibb Inc
Virginia
$17.5K
CAS
728
Coppell Advisory Solutions
Texas
$17K +$10.9K +110 +180%
DCM
729
Disciplina Capital Management
Tennessee
$16.4K
UB
730
UMB Bank
Missouri
$16.4K +$4.08K +41 +33%
CSWM
731
Cassady Schiller Wealth Management
Ohio
$16.3K +$1.39K +14 +9%
PP
732
Pacifica Partners
Canada
$15.7K
CBT
733
Central Bank & Trust
Kentucky
$14.7K
T
734
Tidemark
California
$14.5K +$14.5K +146 New
HPC
735
HM Payson & Co
Maine
$14K -$24.3K -244 -63%
TFA
736
Toth Financial Advisory
Virginia
$13.4K
GWS
737
Glassman Wealth Services
Virginia
$13.1K -$25K -251 -66%
CMP
738
Coston McIsaac & Partners
Maine
$13K
LWA
739
Lowe Wealth Advisors
Maryland
$12.9K
CFO
740
CVA Family Office
Colorado
$12.9K +$12.9K +130 New
CA
741
Clearstead Advisors
Ohio
$12.7K -$54.1K -544 -81%
VWM
742
Venturi Wealth Management
Texas
$12.6K +$2.59K +26 +26%
MLA
743
MB, Levis & Associates
Pennsylvania
$12.6K
CAC
744
Core Alternative Capital
Georgia
$12.4K -$1.39K -14 -10%
PIM
745
Plato Investment Management
Australia
$12.4K +$12.4K +125 New
GKIM
746
GW&K Investment Management
Massachusetts
$12K -$103 -1 -0.9%
CSB
747
City State Bank
Iowa
$12K
JWM
748
Janiczek Wealth Management
Colorado
$11.8K -$298 -3 -2%
BWL
749
Bogart Wealth LLC
Virginia
$11.4K
OLVIG
750
Oliver Lagore Vanvalin Investment Group
Michigan
$11.2K