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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 %
AWM
451
AE Wealth Management
Kansas
$532K -$163K -1,574 -23%
DWT
452
Dorsey & Whitney Trust
South Dakota
$530K -$56.7K -549 -10%
HIMC
453
Heritage Investors Management Corp
Maryland
$530K +$52.1K +505 +11%
AIC
454
Argus Investors Counsel
New York
$527K +$26.8K +259 +5%
LPT
455
Legacy Private Trust
Wisconsin
$523K -$174K -1,687 -25%
AFS
456
Aft Forsyth & Sober
Florida
$522K – – –
CG
457
Cutler Group
California
$520K -$328K -3,182 -39%
AIA
458
Arbor Investment Advisors
North Carolina
$516K – – –
UM
459
UniSuper Management
Australia
$515K -$57.4K -556 -10%
BIAS
460
Beacon Investment Advisory Services
New Jersey
$515K -$8.57K -83 -2%
GLR
461
Great Lakes Retirement
Ohio
$515K +$25.6K +248 +5%
Federated Hermes
462
Federated Hermes
Pennsylvania
$514K -$13.4K -130 -3%
SWM
463
SeaCrest Wealth Management
New York
$514K -$27.7K -268 -5%
AIC
464
Aurora Investment Counsel
Georgia
$512K -$205K -1,986 -29%
ORAM
465
One River Asset Management
Connecticut
$502K +$24.4K +243 +5%
LTAS
466
Linden Thomas Advisory Services
North Carolina
$498K -$510K -4,938 -51%
RC
467
Reik & Co
New York
$494K +$51.6K +500 +12%
SFA
468
Sequoia Financial Advisors
Ohio
$491K +$22.5K +218 +5%
CWM
469
Congress Wealth Management
Massachusetts
$490K -$83K -803 -14%
FMAEN1
470
Fund Management at Engine No 1
California
$489K +$48.5K +470 +11%
VW
471
Vantage Wealth
California
$487K -$142K -1,375 -23%
VFA
472
Valeo Financial Advisors
Indiana
$483K +$88.2K +854 +22%
Lido Advisors
473
Lido Advisors
California
$479K +$5.68K +55 +1%
KWA
474
Kingswood Wealth Advisors
California
$477K +$240K +2,326 +101%
LS
475
Livforsakringsbolaget Skandia
Sweden
$475K – – –
17 18
19
20 21