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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 %
JGIA
851
Jackson Grant Investment Advisers
Connecticut
$796
TCM
852
Tradewinds Capital Management
Washington
$796
PPC
853
Park Place Capital
Alabama
$696 -$7.36K -74 -91%
WAS
854
Winch Advisory Services
Wisconsin
$696
OP
855
ORG Partners
Indiana
$695 -$4.67K -47 -87%
DFC
856
DB Fitzpatrick & Co
Idaho
$597 -$1.39K -14 -70%
FFO
857
Fortitude Family Office
Arizona
$597 +$597 +6 New
WPA
858
West Paces Advisors
Georgia
$597 +$597 +6 New
TWD
859
True Wealth Design
Ohio
$498
WA
860
WestEnd Advisors
North Carolina
$497
PBK
861
Peoples Bank (Kansas)
Kansas
$497
CPA
862
Clear Point Advisors
New York
$497 +$497 +5 New
WCM
863
Winthrop Capital Management
Indiana
$497 +$497 +5 New
EWM
864
Evermay Wealth Management
Virginia
$398 +$398 +4 New
WTC
865
WhitTier Trust Company
Nevada
$298 +$298 +3 New
Optiver Holding
866
Optiver Holding
Netherlands
$298 +$298 +3 New
WSCM
867
Wellington Shields Capital Management
New York
$199 -$25.9K -260 -99%
TIM
868
Thompson Investment Management
Wisconsin
$199
DWA
869
Delos Wealth Advisors
Texas
$100
DFA
870
DHJJ Financial Advisors
Illinois
$100
TWP
871
TFO Wealth Partners
Ohio
$99 -$297 -3 -75%
LG
872
LAM Group
Oregon
$99
DWM
873
Dogwood Wealth Management
Kansas
$5
RDFA
874
Ritter Daniher Financial Advisory
Ohio
$2 -$2
Balyasny Asset Management
875
Balyasny Asset Management
Illinois
-$72.3M -700,341 Closed