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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 %
CI
1001
CX Institutional
Indiana
-$352K -2,234 Closed
SW
1002
SVB Wealth
Massachusetts
-$343K -2,233 Closed
SC
1003
SRB Corp
Massachusetts
-$340K -2,216 Closed
SWRP
1004
Summit Wealth & Retirement Planning
California
-$325K -2,118 Closed
WPC
1005
Wedmont Private Capital
Pennsylvania
-$334K -2,087 Closed
BJL
1006
Brighton Jones LLC
Washington
-$314K -2,042 Closed
APP
1007
Avantax Planning Partners
Iowa
-$313K -2,040 Closed
LOAMS
1008
Lombard Odier Asset Management (Switzerland)
Switzerland
-$310K -2,016 Closed
DA
1009
Detalus Advisors
Missouri
-$307K -2,000 Closed
HCM
1010
Harvey Capital Management
Florida
-$307K -2,000 Closed
CIC
1011
Carnegie Investment Counsel
Ohio
-$306K -1,990 Closed
PF
1012
Phoenix Financial
Israel
-$277K -1,895 Closed
RCM
1013
RB Capital Management
Nevada
-$288K -1,872 Closed
RSWM
1014
Robertson Stephens Wealth Management
California
-$287K -1,870 Closed
CAG
1015
Csenge Advisory Group
Florida
-$285K -1,858 Closed
KFS
1016
Kaizen Financial Strategies
California
-$278K -1,809 Closed
PWPS
1017
Pinnacle Wealth Planning Services
Ohio
-$267K -1,740 Closed
KCM
1018
KRS Capital Management
Michigan
-$267K -1,739 Closed
CAM
1019
Cozad Asset Management
Illinois
-$265K -1,725 Closed
BFM
1020
Boothbay Fund Management
New York
-$263K -1,713 Closed
NP
1021
NorthRock Partners
Minnesota
-$258K -1,681 Closed
KF
1022
Krilogy Financial
Missouri
-$257K -1,671 Closed
GAG
1023
GM Advisory Group
New York
-$250K -1,631 Closed
CI
1024
Conning Inc
Connecticut
-$249K -1,619 Closed
ACI
1025
Alpha Cubed Investments
California
-$243K -1,579 Closed