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Moderna
MRNA

Overview Fund Activity

873 hedge funds and large institutions have $26.1B invested in Moderna in 2023 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 267 increasing their positions, 335 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
-6
Holders Change %
-0.68%
% of All Funds
12.8%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
138
Increased
267
Reduced
335
Closed
132
Calls
$1.9B
Puts
$1.43B
Net Calls
+$468M
Net Calls Change
+$295M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.37B
2
Morgan Stanley
2
Morgan Stanley
New York
$873M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$636M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$719M
5
State Street
5
State Street
Massachusetts
$1.45B

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$7.7M
2
Coatue Management
2
Coatue Management
New York
$326M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Parnassus Investments
4
Parnassus Investments
California
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
376
B. Riley Wealth Advisors
Florida
$828K -$154K -1,549 -16%
MCC
377
Money Concepts Capital
Florida
$816K +$816K +8,204 New
BFM
378
Boothbay Fund Management
New York
$810K +$810K +8,140 New
Capstone Investment Advisors
379
Capstone Investment Advisors
New York
$786K -$4.67M -46,956 -86%
SL
380
Stevard LLC
Illinois
$781K -$8.85K -89 -1%
OF
381
Outfitter Financial
Maine
$781K +$781K +7,850 New
MSAM
382
Moloney Securities Asset Management
Missouri
$777K +$184K +1,850 +31%
GVAG
383
Great Valley Advisor Group
Delaware
$775K -$50K -503 -6%
SWM
384
SeaCrest Wealth Management
New York
$774K +$221K +1,993 +40%
OSAM
385
O'Shaughnessy Asset Management
Connecticut
$768K +$5.67K +57 +0.7%
DG
386
DMC Group
Alabama
$767K +$92.2K +927 +14%
HI
387
Humankind Investments
New York
$759K +$187K +1,882 +33%
IMCOOI
388
Investment Management Corp of Ontario (IMCO)
Canada
$753K +$753K +7,568 New
WT
389
Washington Trust
Rhode Island
$752K – – –
HIA
390
Harbor Investment Advisory
Maryland
$747K -$111K -1,118 -13%
BAMCO Inc
391
BAMCO Inc
New York
$746K -$41.7M -419,369 -98%
SCM
392
Stevens Capital Management
Pennsylvania
$739K -$2.85M -28,660 -79%
AWS
393
Atria Wealth Solutions
New York
$734K -$8.25K -83 -1%
SFA
394
Sequoia Financial Advisors
Ohio
$718K +$246K +2,474 +52%
DPAM
395
Degroof Petercam Asset Management
Belgium
$711K +$711K +7,147 New
CF
396
Centaurus Financial
California
$704K +$21.3K +214 +3%
CC
397
Corton Capital
Ontario, Canada
$702K +$702K +7,063 New
Bessemer Group
398
Bessemer Group
New Jersey
$694K +$106K +1,065 +18%
IIM
399
Ipswich Investment Management
Massachusetts
$692K -$717K -7,205 -51%
VI
400
Vestcor Inc
New Brunswick, Canada
$687K -$7.46K -75 -1%
14 15
16
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