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

Top Sellers

1
FP
Flagship Pioneering
Massachusetts
$998M
2
LPC
Lone Pine Capital
Connecticut
$0
3
Coatue Management
Coatue Management
New York
$507M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
DG
401
DMC Group
Alabama
$701K +$91.6K +887 +15%
TWC
402
TD Waterhouse Canada
Ontario, Canada
$696K +$42.8K +402 +7%
WSC
403
Wellington Shields & Co
New York
$684K +$274K +2,655 +67%
FFN
404
Focus Financial Network
Minnesota
$675K -$76.6K -742 -10%
GW
405
GW & Wade
Massachusetts
$673K +$204K +1,970 +43%
AAM
406
Advisors Asset Management
Colorado
$663K -$77.5K -750 -10%
SIA
407
Strategic Investment Advisors
Michigan
$659K +$220K +2,126 +50%
CIA
408
Choate Investment Advisors
Massachusetts
$651K +$651K +6,303 New
IWC
409
Integrated Wealth Concepts
Massachusetts
$651K +$15.9K +154 +3%
SWP
410
Stratos Wealth Partners
Ohio
$648K -$174K -1,689 -21%
AWM
411
Apollon Wealth Management
South Carolina
$646K +$469K +4,537 +264%
MAP
412
Moody Aldrich Partners
Massachusetts
$646K +$646K +6,258 New
CPC
413
Congress Park Capital
New York
$645K +$169K +1,640 +36%
ET
414
Equitable Trust
Tennessee
$644K -$749K -7,250 -54%
SM
415
STF Management
Texas
$640K +$393K +3,805 +159%
NA
416
NewEdge Advisors
Louisiana
$635K -$56.3K -545 -8%
Brown Advisory
417
Brown Advisory
Maryland
$634K +$297K +2,880 +88%
API
418
Advisor Partners II
California
$631K -$96.1K -930 -13%
NMO
419
Newlands Management Operations
Texas
$625K – – –
SCP
420
Shorepoint Capital Partners
Massachusetts
$618K -$24.8K -240 -4%
MSAM
421
Moloney Securities Asset Management
Missouri
$616K -$11.7K -113 -2%
Bessemer Group
422
Bessemer Group
New Jersey
$611K -$573K -5,553 -48%
AAS
423
Avantax Advisory Services
Texas
$607K +$1.14K +11 +0.2%
SAM
424
Shell Asset Management
Netherlands
$604K +$7.33K +71 +1%
BA
425
Bristlecone Advisors
Washington
$604K -$20.7K -200 -3%
15 16
17
18 19