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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 %
VWM
826
Venturi Wealth Management
Texas
$16.8K -$6.13M -50,478 -100%
TFA
827
Toth Financial Advisory
Virginia
$16.4K
WAS
828
Winch Advisory Services
Wisconsin
$16K
CMP
829
Coston McIsaac & Partners
Maine
$16K
LWA
830
Lowe Wealth Advisors
Maryland
$15.8K
MLA
831
MB, Levis & Associates
Pennsylvania
$15.4K
MCM
832
MV Capital Management
Maryland
$15.2K +$2.19K +18 +17%
GA
833
GoalVest Advisory
New York
$14.9K
LFG
834
Larson Financial Group
Missouri
$14.9K +$486 +4 +3%
IGWM
835
ICA Group Wealth Management
Colorado
$14.8K
LWCFA
836
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.6K -$24.3K -200 -63%
RA
837
Rational Advisors
New York
$14.3K
GKIM
838
GW&K Investment Management
Massachusetts
$14K +$13.8K +110 +5,500%
BWL
839
Bogart Wealth LLC
Virginia
$14K
BIA
840
Bell Investment Advisors
California
$13.9K +$2.07K +17 +18%
CFD
841
Creative Financial Designs
Indiana
$13.9K +$2.92K +24 +27%
OLVIG
842
Oliver Lagore Vanvalin Investment Group
Michigan
$13.7K
TFP
843
Tilia Fiduciary Partners
North Carolina
$13.2K -$486 -4 -4%
LJHT
844
Laurie J. Hall Trustee
$13K
BWP
845
Baldwin Wealth Partners
Massachusetts
$12.6K
WBC
846
West Branch Capital
Massachusetts
$12.3K
PB
847
Pinnacle Bancorp
Nebraska
$12.2K
DAM
848
Delta Asset Management
Tennessee
$12.2K
FMB
849
Field & Main Bank
Kentucky
$12.2K
MSFP
850
Mark Sheptoff Financial Planning
Connecticut
$12.2K