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Moderna

956 hedge funds and large institutions have $30.2B invested in Moderna in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 307 increasing their positions, 375 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
-50
Holders Change %
-4.97%
% of All Funds
15.08%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.22%
New
77
Increased
307
Reduced
375
Closed
120
Calls
$1.31B
Puts
$1.46B
Net Calls
-$144M
Net Calls Change
-$505M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
751
Atwood & Palmer
Missouri
$60.8K
TCOV
752
Trust Company of Vermont
Vermont
$60.8K
FSWA
753
Financial Synergies Wealth Advisors
Texas
$60.8K
BAM
754
Bosun Asset Management
Illinois
$60.8K +$60.8K +500 New
FIA
755
FNY Investment Advisers
New York
$60K -$1.33K -11 -2%
BAAM
756
Baker Avenue Asset Management
California
$58.2K +$23.9K +197 +70%
TF
757
Tompkins Financial
New York
$58.1K +$42.5K +350 +273%
TSWM
758
Tyler-Stone Wealth Management
Ohio
$58K +$58K +475 New
CWM
759
Consultiva Wealth Management
Puerto Rico
$57.7K
QC
760
Quent Capital
New York
$56.5K -$8.02K -66 -12%
PSB
761
Piscataqua Savings Bank
New Hampshire
$54.7K
FP
762
Financial Perspectives
Minnesota
$52.9K
KFS
763
Kelly Financial Services
Massachusetts
$52.4K -$1.58K -13 -3%
BCWM
764
Bartlett & Co Wealth Management
Ohio
$52.2K +$6.08K +50 +13%
BC
765
Bartlett & Co
Ohio
$52K +$6.05K +50 +13%
MPWT
766
MassMutual Private Wealth & Trust
Connecticut
$51.2K -$10.8K -89 -17%
HFS
767
Hantz Financial Services
Michigan
$51K
GITFIT
768
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$48.6K -$12.2K -100 -20%
EWA
769
EverSource Wealth Advisors
Alabama
$48.4K +$4.25K +35 +10%
PFBT
770
Parkside Financial Bank & Trust
Missouri
$47.4K -$7.17K -59 -13%
HPC
771
HM Payson & Co
Maine
$46.5K +$122 +1 +0.3%
BSB
772
Bangor Savings Bank
Maine
$43.7K
CA
773
Clearstead Advisors
Ohio
$42.3K -$159K -1,307 -79%
CFB
774
Cullen/Frost Bankers
Texas
$40.9K
GWS
775
Glassman Wealth Services
Virginia
$40.9K +$11.5K +95 +39%