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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 %
FBFS
1051
First Business Financial Services
Wisconsin
-$206K -1,341 Closed
BCG
1052
Breakwater Capital Group
New Jersey
-$202K -1,313 Closed
CGA
1053
Crescent Grove Advisors
Illinois
-$201K -1,312 Closed
JWM
1054
Jeppson Wealth Management
California
-$201K -1,307 Closed
LAS
1055
LWM Advisory Services
Florida
-$203K -1,306 Closed
AAS
1056
Ameritas Advisory Services
Nebraska
-$167K -1,142 Closed
EI
1057
Ellevest Inc
New York
-$170K -1,105 Closed
UAML
1058
US Asset Management LLC
Pennsylvania
-$109K -711 Closed
TWA
1059
TCI Wealth Advisors
Arizona
-$71.9K -468 Closed
WIM
1060
WealthPlan Investment Management
Nebraska
-$68.3K -445 Closed
Jones Financial Companies
1061
Jones Financial Companies
Missouri
-$23K -150 Closed
TSW
1062
Thompson Siegel & Walmsley
Virginia
-$22K -143 Closed
AWM
1063
Accel Wealth Management
Iowa
-$18.7K -122 Closed
TCWA
1064
Ten Capital Wealth Advisors
Washington
-$15.4K -100 Closed
RAM
1065
Riggs Asset Management
Pennsylvania
-$15.4K -100 Closed
DCM
1066
Dupont Capital Management
Delaware
-$11.1K -72 Closed
WT
1067
Whittier Trust
California
-$10.8K -70 Closed
SFG
1068
Steward Financial Group
Texas
-$9K -59 Closed
SC
1069
Schubert & Co
Texas
-$7.07K -46 Closed
SSC
1070
Syverson Strege & Co
Iowa
-$5.53K -36 Closed
OIS
1071
Okabena Investment Services
Minnesota
-$2.76K -18 Closed
SIA
1072
SkyView Investment Advisors
New Jersey
-$1K -4 Closed
PI
1073
PEAK6 Investments
Illinois
-$594 -4 Closed
WTC
1074
WhitTier Trust Company
Nevada
-$460 -3 Closed
WA
1075
WestEnd Advisors
North Carolina
-$614