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Moderna
MRNA

Overview Fund Activity

879 hedge funds and large institutions have $25.5B invested in Moderna in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 299 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
-77
Holders Change %
-8.05%
% of All Funds
14.02%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
81
Increased
353
Reduced
299
Closed
143
Calls
$1.7B
Puts
$1.53B
Net Calls
+$172M
Net Calls Change
+$317M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$400M
2
UBS AM
2
UBS AM
Illinois
$250M
3
FGAM
3
Financial Gravity Asset Management
Texas
$93.7M
4
Norges Bank
4
Norges Bank
Norway
$349M
5
TP
5
Theleme Partners
United Kingdom
$712M

Top Sellers

1
FP
1
Flagship Pioneering
Massachusetts
$998M
2
LPC
2
Lone Pine Capital
Connecticut
$0
3
Coatue Management
3
Coatue Management
New York
$507M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEI
301
Northwest & Ethical Investments
Ontario, Canada
$1.6M – – –
NB
302
Norinchukin Bank
Japan
$1.59M -$452K -4,377 -22%
HAI
303
Hennessy Advisors Inc
California
$1.59M -$41.3K -400 -3%
JPMPWA
304
J.P. Morgan Private Wealth Advisors
California
$1.57M +$1.57M +15,246 New
Wealth Enhancement Advisory Services
305
Wealth Enhancement Advisory Services
Minnesota
$1.56M -$234K -2,263 -13%
EAM
306
EFG Asset Management
Oregon
$1.56M -$108K -1,049 -7%
CAM
307
Cresset Asset Management
Illinois
$1.55M -$104K -1,011 -6%
SAM
308
Sectoral Asset Management
Quebec, Canada
$1.55M +$224K +2,172 +17%
Hudson Bay Capital Management
309
Hudson Bay Capital Management
Connecticut
$1.55M +$258K +2,500 +20%
CGH
310
Crossmark Global Holdings
Texas
$1.55M -$25.9K -248 -2%
HW
311
Hamilton Wealth
California
$1.54M +$1.54M +14,862 New
BMSSC
312
B. Metzler seel. Sohn & Co
Germany
$1.51M +$645K +6,242 +74%
PCM
313
Princeton Capital Management
New Jersey
$1.51M +$155K +1,503 +12%
AIP
314
Ameritas Investment Partners
Nebraska
$1.49M +$216K +2,095 +17%
Janney Montgomery Scott
315
Janney Montgomery Scott
Pennsylvania
$1.49M -$433K -4,196 -23%
EB
316
Eastern Bank
Massachusetts
$1.48M – – –
LD
317
Lipe & Dalton
New York
$1.48M – – –
VPIM
318
Vanguard Personalized Indexing Management
California
$1.48M -$163K -1,575 -10%
IIM
319
Ipswich Investment Management
Massachusetts
$1.46M -$66.6K -645 -4%
Thrivent Financial for Lutherans
320
Thrivent Financial for Lutherans
Minnesota
$1.44M -$1.55M -15,011 -52%
RBA
321
Richard Bernstein Advisors
New York
$1.44M – – –
AG
322
AIA Group
Hong Kong
$1.44M +$244K +2,361 +20%
OA
323
Oak Associates
Ohio
$1.44M +$84.4K +817 +6%
BPA
324
Beacon Pointe Advisors
California
$1.43M +$193K +1,864 +16%
1WA
325
180 Wealth Advisors
Washington
$1.42M +$79.5K +770 +6%
11 12
13
14 15