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Moderna

942 hedge funds and large institutions have $31.1B invested in Moderna in 2024 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 330 increasing their positions, 301 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+53
Holders Change %
+5.96%
% of All Funds
13.7%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
127
Increased
330
Reduced
301
Closed
61
Calls
$1.56B
Puts
$1.86B
Net Calls
-$298M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
901
Trifecta Capital Advisors
Illinois
$1.66K
GI
902
GS Investments
Minnesota
$1.54K
CPG
903
Cornerstone Planning Group
New Jersey
$1.51K -$84 -1 -5%
CWC
904
Carolinas Wealth Consulting
North Carolina
$1.43K
IHWM
905
Iron Horse Wealth Management
Iowa
$1.43K
PPA
906
Painted Porch Advisors
California
$1.43K +$1.43K +12 New
VWA
907
Valued Wealth Advisors
Utah
$1.31K
CIAS
908
CBIZ Investment Advisory Services
Ohio
$1.31K +$1.31K +11 New
TF
909
Tompkins Financial
New York
$1.19K
MFG
910
Mendota Financial Group
Wisconsin
$1.19K
FDCP
911
Foster Dykema Cabot & Partners
Massachusetts
$1.19K
PMFA
912
Plante Moran Financial Advisors
Michigan
$1.19K
MSFP
913
Mark Sheptoff Financial Planning
Connecticut
$1.19K
CT
914
Clearstead Trust
Maine
$1.19K
RFG
915
REAP Financial Group
Texas
$1.19K
WPA
916
West Paces Advisors
Georgia
$1.07K -$831 -7 -44%
SWM
917
Sanctuary Wealth Management
Idaho
$1.07K
GCS
918
Gordian Capital (Singapore)
Singapore
$1.07K
DWA
919
Delos Wealth Advisors
Texas
$1.07K
TWD
920
True Wealth Design
Ohio
$1.07K +$119 +1 +13%
ECM
921
Everence Capital Management
Indiana
$1.03K
HBW
922
Hazlett, Burt & Watson
West Virginia
$1K
HFS
923
HBC Financial Services
Washington
$1K
SFCL
924
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +6 New
JGIA
925
Jackson Grant Investment Advisers
Connecticut
$950