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Moderna
MRNA

Overview Fund Activity

889 hedge funds and large institutions have $28.1B invested in Moderna in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 328 increasing their positions, 292 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+16
Holders Change %
+1.83%
% of All Funds
12.89%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
108
Increased
328
Reduced
292
Closed
80
Calls
$1.61B
Puts
$1.32B
Net Calls
+$288M
Net Calls Change
-$179M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.45B
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.16B
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$282M
4
AIM
ARK Investment Management
Florida
$130M
5
UBS AM
UBS AM
Illinois
$391M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$585M
2
Coatue Management
Coatue Management
New York
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$597M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$154M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$4.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
276
Legacy Private Trust
Wisconsin
$2.08M +$388K +3,637 +23%
SAM
277
Securian Asset Management
Minnesota
$2.08M -$152K -1,427 -7%
Two Sigma Investments
278
Two Sigma Investments
New York
$2.06M – – –
LCM
279
Legato Capital Management
California
$2.01M +$852K +8,000 +73%
Pathstone Holdings
280
Pathstone Holdings
New Jersey
$2M +$367K +3,446 +22%
O
281
Ossiam
France
$2M +$548K +5,145 +38%
Allspring Global Investments
282
Allspring Global Investments
North Carolina
$1.95M -$2.76M -25,912 -59%
LA
283
LM Advisors
California
$1.95M -$512K -2,300 -21%
RFWA
284
RPg Family Wealth Advisory
Massachusetts
$1.95M +$38.5K +361 +2%
BAM
285
Belpointe Asset Management
Nevada
$1.9M +$276K +2,587 +17%
Truist Financial
286
Truist Financial
North Carolina
$1.85M -$248K -2,332 -12%
CF
287
Concorde Financial
Texas
$1.82M -$326K -3,062 -15%
Twin Tree Management
288
Twin Tree Management
Texas
$1.82M -$25.5M -239,065 -93%
NMERB
289
New Mexico Educational Retirement Board
New Mexico
$1.78M -$42.6K -400 -2%
MTIM
290
Marathon Trading Investment Management
Pennsylvania
$1.75M -$1.29M -12,101 -42%
BF
291
BOK Financial
Oklahoma
$1.75M -$66K -625 -4%
XT
292
XTX Topco
Cayman Islands
$1.72M +$1.72M +16,099 New
BMSSC
293
B. Metzler seel. Sohn & Co
Germany
$1.71M +$176K +1,653 +12%
M&T Bank
294
M&T Bank
New York
$1.7M +$65.3K +613 +4%
MWAM
295
Manhattan West Asset Management
California
$1.69M +$129K +1,214 +8%
NEI
296
Northwest & Ethical Investments
Ontario, Canada
$1.65M – – –
DZ Bank
297
DZ Bank
Germany
$1.64M -$10.9M -102,318 -87%
WIC
298
Woodmont Investment Counsel
Tennessee
$1.61M +$7.46K +70 +0.5%
Cerity Partners
299
Cerity Partners
New York
$1.6M +$1,000K +9,384 +167%
AIP
300
Ameritas Investment Partners
Nebraska
$1.57M -$12.8K -120 -0.8%
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