MRNA icon

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 %
DCM
901
Davidson Capital Management
Texas
$3.4K +$972 +8 +40%
RA
902
Rise Advisors
New York
$3.28K
PWMG
903
Prestige Wealth Management Group
New Jersey
$3.28K +$972 +8 +42%
PCFFS
904
Pacific Center for Financial Services
California
$2.92K
CIA
905
Cape Investment Advisory
Georgia
$2.92K +$2.92K +24 New
VCM
906
Versant Capital Management
Arizona
$2.55K -$122 -1 -5%
ANBT
907
American National Bank & Trust
Texas
$2.55K
GBT
908
Grove Bank & Trust
Florida
$2.43K
DI
909
Disciplined Investments
Oklahoma
$2.43K +$1.22K +10 +100%
RI
910
Ridgewood Investments
New Jersey
$2.43K +$2.43K +20 New
ST
911
Smithfield Trust
Pennsylvania
$2K
KFP
912
KB Financial Partners
New Jersey
$2K +$2K +14 New
FGAM
913
Financial Gravity Asset Management
Texas
$1.97K +$104 +308 +6%
FMII
914
Farmers & Merchants Investments Inc
Nebraska
$1.82K
SIS
915
Strategic Investment Solutions
Illinois
$1.77K
MA
916
MCF Advisors
Kentucky
$1.7K
MFT
917
Moisand Fitzgerald Tamayo
Florida
$1.7K
SIC
918
SJS Investment Consulting
Ohio
$1.58K +$851 +7 +117%
TCA
919
Trifecta Capital Advisors
Illinois
$1.58K +$1.58K +13 New
WPA
920
West Paces Advisors
Georgia
$1.34K
CCP
921
Carmel Capital Partners
California
$1.34K
CTA
922
Colonial Trust Advisors
South Carolina
$1.22K -$1.09K -9 -47%
BWS
923
Buck Wealth Strategies
Colorado
$1.22K
PMFA
924
Plante Moran Financial Advisors
Michigan
$1.22K
CPG
925
Cornerstone Planning Group
New Jersey
$1.22K +$1.22K +10 New