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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 %
FP
826
Financial Perspectives
Minnesota
$66.9K +$35.3K +230 +112%
HFS
827
Hantz Financial Services
Michigan
$65K +$155 +1 +0.2%
LWANC
828
Laurel Wealth Advisors (North Carolina)
North Carolina
$61.4K +$30.7K +200 +100%
HPC
829
HM Payson & Co
Maine
$58.6K +$1.53K +10 +3%
BCWM
830
Bartlett & Co Wealth Management
Ohio
$58.4K -$7.68K -50 -12%
BC
831
Bartlett & Co
Ohio
$58K -$7.63K -50 -12%
EWA
832
EverSource Wealth Advisors
Alabama
$55.8K -$39.6K -258 -42%
BSB
833
Bangor Savings Bank
Maine
$55.3K
CFB
834
Cullen/Frost Bankers
Texas
$51.8K +$51.1K +333 +8,325%
AA
835
Ancora Advisors
Ohio
$50.5K +$14.7K +96 +41%
LWCFA
836
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49.1K -$102K -665 -68%
CM
837
Capula Management
Cayman Islands
$47.6K +$47.6K +310 New
CT
838
Colonial Trust
South Carolina
$46.1K
EWM
839
Endurance Wealth Management
Rhode Island
$46K
JEST
840
JTC Employer Solutions Trustee
Jersey
$46K
CFO
841
CVA Family Office
Colorado
$44.5K -$9.98K -65 -18%
CFFP
842
Center for Financial Planning
Michigan
$44.2K
HCP
843
Hexagon Capital Partners
Arkansas
$44K -$1.23K -8 -3%
BAAM
844
Baker Avenue Asset Management
California
$43.3K -$461 -3 -1%
GI
845
Gradient Investments
Minnesota
$43K -$768 -5 -2%
SWA
846
SOA Wealth Advisors
New York
$42.4K -$1.38K -9 -3%
MFG
847
Mendota Financial Group
Wisconsin
$42.2K
CA
848
Centerpoint Advisors
Massachusetts
$42K
WB
849
Webster Bank
Connecticut
$40.9K
RFA
850
Resurgent Financial Advisors
Georgia
$38.9K -$25.5K -166 -40%