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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 %
MA
976
MCF Advisors
Kentucky
$2.15K
HFS
977
HBC Financial Services
Washington
$2K
FDCC
978
Foster Dykema Cabot & Co
Massachusetts
$2K +$2K +10 New
WPA
979
West Paces Advisors
Georgia
$1.69K
CCP
980
Carmel Capital Partners
California
$1.69K +$1.69K +11 New
PMFA
981
Plante Moran Financial Advisors
Michigan
$1.54K -$15.4K -100 -91%
DI
982
Disciplined Investments
Oklahoma
$1.54K -$1.08K -7 -41%
BWS
983
Buck Wealth Strategies
Colorado
$1.54K +$1.54K +10 New
TFM
984
TFC Financial Management
Massachusetts
$1.38K -$18.1K -118 -93%
FGAM
985
Financial Gravity Asset Management
Texas
$1.3K +$951 +4,050 +274%
ECM
986
Everence Capital Management
Indiana
$1.25K
NC
987
NewSquare Capital
Pennsylvania
$1.23K
TCM
988
Tradewinds Capital Management
Washington
$1.23K
JGIA
989
Jackson Grant Investment Advisers
Connecticut
$1.23K +$1.23K +8 New
FWM
990
Focused Wealth Management
New York
$1.08K
SIA
991
SkyView Investment Advisors
New Jersey
$1K +$1K +4 New
SIC
992
SJS Investment Consulting
Ohio
$922 -$2K -13 -68%
NSIM
993
North Star Investment Management
Illinois
$921
CWA
994
Clearview Wealth Advisors
Oregon
$768
WA
995
WestEnd Advisors
North Carolina
$614 -$718 -4 Closed
FFL
996
Financial Freedom LLC
Ohio
$614
PI
997
PEAK6 Investments
Illinois
$594 -$8.12M -54,667 -100%
WTC
998
WhitTier Trust Company
Nevada
$460 -$8.28K -54 -95%
IRC
999
Investors Research Corp
Georgia
$307
WSCM
1000
Wellington Shields Capital Management
New York
$307