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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
14.01%
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 %
PP
376
Patten & Patten
Tennessee
$887K -$93.7K -907 -10%
Baird Financial Group
377
Baird Financial Group
Wisconsin
$876K -$158K -1,533 -15%
ML
378
McAdam LLC
Pennsylvania
$875K +$58K +562 +7%
BAMF
379
BI Asset Management Fondsmaeglerselskab
Denmark
$867K -$210K -2,036 -20%
EF
380
Empirical Finance
Pennsylvania
$866K +$120K +1,157 +16%
TSS
381
Two Sigma Securities
New York
$860K -$369K -3,575 -30%
GVAG
382
Great Valley Advisor Group
Delaware
$857K -$42K -407 -5%
FIM
383
Freedom Investment Management
Connecticut
$853K -$97.5K -944 -10%
TMAM
384
Tokio Marine Asset Management
Japan
$848K -$18.2K -176 -2%
Lazard Asset Management
385
Lazard Asset Management
New York
$827K +$111K +1,078 +16%
TIAM
386
TT International Asset Management
United Kingdom
$826K -$274K -2,650 -25%
SL
387
Stevard LLC
Illinois
$820K -$2.69K -26 -0.3%
OIA
388
OneDigital Investment Advisors
Kansas
$805K -$25.8K -250 -3%
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$792K +$201K +1,945 +34%
BAM
390
Belpointe Asset Management
Nevada
$783K +$552K +5,346 +239%
WT
391
Washington Trust
Rhode Island
$781K – – –
CRWM
392
Castle Rock Wealth Management
California
$771K +$164K +1,587 +27%
AWS
393
Atria Wealth Solutions
New York
$770K -$370K -3,585 -32%
CI Investments Inc
394
CI Investments Inc
Ontario, Canada
$759K -$97.5K -943 -11%
PIM
395
Profit Investment Management
Maryland
$734K -$20.9K -202 -3%
Assenagon Asset Management
396
Assenagon Asset Management
Luxembourg
$729K +$26.9K +260 +4%
ASN
397
Advisory Services Network
Georgia
$728K +$269K +2,600 +58%
MTIM
398
Marathon Trading Investment Management
Pennsylvania
$723K +$643K +6,223 +801%
VI
399
Vestcor Inc
New Brunswick, Canada
$721K -$87.7K -849 -11%
CF
400
Centaurus Financial
California
$709K -$7.02K -68 -1%
14 15
16
17 18