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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 %
FHA
476
Flagship Harbor Advisors
Massachusetts
$469K +$54.3K +526 +13%
BCI
477
Brinker Capital Investments
Pennsylvania
$462K -$660K -6,392 -59%
OPS
478
Orion Portfolio Solutions
Nebraska
$462K -$660K -6,392 -59%
PFS
479
Prospera Financial Services
Texas
$461K -$80.3K -777 -15%
SS
480
Simplicity Solutions
Minnesota
$456K +$51.3K +497 +13%
BFG
481
Bleakley Financial Group
New Jersey
$456K +$51.3K +497 +13%
TIAA Trust, National Association
482
TIAA Trust, National Association
North Carolina
$453K +$453K +4,389 New
BBP
483
Banco BTG Pactual
Brazil
$449K +$449K +4,346 New
RSVP
484
Ramsay Stattman Vela & Price
Colorado
$434K – – –
AWM
485
Axxcess Wealth Management
California
$430K +$220K +2,127 +105%
MFG
486
Merit Financial Group
Georgia
$427K +$9.61K +93 +2%
SP
487
Symmetry Partners
Connecticut
$425K -$102K -987 -19%
S
488
SignatureFD
Georgia
$422K +$85.1K +824 +25%
AWC
489
Abundance Wealth Counselors
Pennsylvania
$412K -$51.5K -498 -11%
QCM
490
Quantinno Capital Management
New York
$402K -$234K -2,268 -37%
DIA
491
Dana Investment Advisors
Wisconsin
$399K +$78.7K +762 +25%
TAM
492
Trust Asset Management
Texas
$395K – – –
OCM
493
One Capital Management
California
$394K -$114K -1,104 -22%
HTHT
494
Hemenway Trust Hemenway Trust
New Hampshire
$391K -$33.6K -325 -8%
RVPG
495
Relative Value Partners Group
$390K +$390K +3,776 New
AFC
496
AFT Forsyth & Company
Florida
$376K +$59.9K +580 +19%
NL
497
NVWM LLC
Pennsylvania
$376K -$297K -2,871 -44%
CGIM
498
Capital Group Investment Management
Singapore
$375K +$114K +1,107 +44%
MYAM
499
Meiji Yasuda Asset Management
Japan
$373K +$40.6K +393 +12%
CI
500
Cigna Investments
Connecticut
$369K -$47.5K -460 -11%
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