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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 %
TSW
876
Thompson Siegel & Walmsley
Virginia
$22K
C
877
Covestor
United Kingdom
$21K -$1.84K -12 -8%
CMP
878
Coston McIsaac & Partners
Maine
$21K
Loomis, Sayles & Company
879
Loomis, Sayles & Company
Massachusetts
$21K +$13.3K +87 +174%
TFA
880
Toth Financial Advisory
Virginia
$20.7K -$18K -117 -46%
CAC
881
Core Alternative Capital
Georgia
$20.3K +$2.15K +14 +12%
WAS
882
Winch Advisory Services
Wisconsin
$20K
LWA
883
Lowe Wealth Advisors
Maryland
$20K -$5.07K -33 -20%
TF
884
Tompkins Financial
New York
$19.7K +$18.1K +118 +1,180%
MLA
885
MB, Levis & Associates
Pennsylvania
$19.5K
GA
886
GoalVest Advisory
New York
$18.9K
IGWM
887
ICA Group Wealth Management
Colorado
$18.7K -$4.61K -30 -20%
AWM
888
Accel Wealth Management
Iowa
$18.7K +$3.84K +25 +26%
AA
889
Addison Advisors
Vermont
$18.3K -$461 -3 -2%
LFG
890
Larson Financial Group
Missouri
$18.3K
RA
891
Rational Advisors
New York
$18.1K
BWL
892
Bogart Wealth LLC
Virginia
$17.7K -$3.07K -20 -15%
FFA
893
Farther Finance Advisors
California
$17.5K -$6.3K -41 -26%
OLVIG
894
Oliver Lagore Vanvalin Investment Group
Michigan
$17.4K
TFP
895
Tilia Fiduciary Partners
North Carolina
$17.4K +$16.7K +109 +2,725%
LJHT
896
Laurie J. Hall Trustee
$17K
IA
897
IFS Advisors
Kansas
$16.9K
MCM
898
MV Capital Management
Maryland
$16.4K -$3.38K -22 -17%
BWP
899
Baldwin Wealth Partners
Massachusetts
$16K
WBC
900
West Branch Capital
Massachusetts
$15.5K