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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 %
YDMI
751
Y.D. More Investments
Israel
$215K
AAIS
752
ABN AMRO Investment Solutions
$214K +$214K +1,395 New
SS
753
Sunbelt Securities
Texas
$211K +$14.7K +100 +8%
PI
754
Putnam Investments
Massachusetts
$210K -$7.22K -47 -3%
ZIG
755
Zullo Investment Group
Pennsylvania
$209K +$6.14K +40 +3%
CSS
756
Cubist Systematic Strategies
Connecticut
$208K -$1.98M -12,880 -90%
ORAM
757
One River Asset Management
Connecticut
$208K +$170K +1,142 +446%
TCM
758
Telos Capital Management
California
$208K -$36.1K -235 -15%
BL
759
Balentine LLC
Georgia
$206K -$39.5K -257 -16%
FBFS
760
First Business Financial Services
Wisconsin
$206K
BFEC
761
Benjamin F. Edwards & Company
Missouri
$204K -$149K -968 -42%
LAS
762
LWM Advisory Services
Florida
$203K +$203K +1,306 New
WANY
763
Wealthspire Advisors (New York)
New York
$202K -$76.2K -496 -27%
BCG
764
Breakwater Capital Group
New Jersey
$202K +$202K +1,313 New
CGA
765
Crescent Grove Advisors
Illinois
$201K -$11.4K -74 -5%
NFG
766
Nadler Financial Group
Illinois
$201K -$15.4K -100 -7%
MPM
767
Meritage Portfolio Management
Kansas
$201K -$4.9K -32 -2%
JWM
768
Jeppson Wealth Management
California
$201K -$2.61K -17 -1%
GCP
769
Garda Capital Partners
Minnesota
$198K +$198K +1,290 New
DA
770
Denali Advisors
California
$184K +$92.1K +600 +100%
EI
771
Ellevest Inc
New York
$170K +$2.61K +17 +2%
AAS
772
Ameritas Advisory Services
Nebraska
$167K -$134K -915 -44%
CSPIA
773
Cary Street Partners Investment Advisory
Virginia
$164K +$25.3K +165 +18%
HFM
774
Harvest Fund Management
China
$161K -$162K -1,052 -50%
SIC
775
Salem Investment Counselors
North Carolina
$155K