MRNA icon

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 %
AA
826
AlphaMark Advisors
Kentucky
$2K -$5.88K -50 -75%
BL
827
BFSG LLC
California
$1.99K +$1.99K +20 New
BFPW
828
BOK Financial Private Wealth
Colorado
$1.99K +$1.99K +20 New
PWMG
829
Prestige Wealth Management Group
New Jersey
$1.69K +$398 +4 +31%
CTA
830
Colonial Trust Advisors
South Carolina
$1.69K +$1.39K +14 +467%
DPW
831
DiNuzzo Private Wealth
Pennsylvania
$1.69K +$1.69K +17 New
SIC
832
SJS Investment Consulting
Ohio
$1.59K -$697 -7 -30%
TFM
833
TFC Financial Management
Massachusetts
$1.59K +$896 +9 +129%
FMII
834
Farmers & Merchants Investments Inc
Nebraska
$1.49K -$597 -6 -29%
MA
835
MCF Advisors
Kentucky
$1.49K +$1.49K +15 New
TCA
836
Trifecta Capital Advisors
Illinois
$1.39K +$1.39K +14 New
GI
837
GS Investments
Minnesota
$1.29K -$3.48K -35 -73%
IHWM
838
Iron Horse Wealth Management
Iowa
$1.19K
CPG
839
Cornerstone Planning Group
New Jersey
$1.09K
HBW
840
Hazlett, Burt & Watson
West Virginia
$1K
HFS
841
HBC Financial Services
Washington
$1K
FIA
842
FNY Investment Advisers
New York
$1K +$1K +15 New
TF
843
Tompkins Financial
New York
$995 -$24.9K -250 -96%
MFG
844
Mendota Financial Group
Wisconsin
$995 -$5.97K -60 -86%
PMFA
845
Plante Moran Financial Advisors
Michigan
$995
CT
846
Clearstead Trust
Maine
$995
FDCP
847
Foster Dykema Cabot & Partners
Massachusetts
$995 +$995 +10 New
RIM
848
Rockbridge Investment Management
New York
$995 +$995 +10 New
GCS
849
Gordian Capital (Singapore)
Singapore
$896
SWM
850
Sanctuary Wealth Management
Idaho
$895