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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 %
RWA
501
Ropes Wealth Advisors
Massachusetts
$368K +$55K +532 +18%
LBWM
502
Left Brain Wealth Management
Illinois
$366K -$18K -174 -5%
SI
503
Stephens Inc
Arkansas
$365K -$2.07K -20 -0.6%
CCM
504
Coldstream Capital Management
Washington
$365K +$7.95K +77 +2%
MCM
505
MAI Capital Management
Ohio
$363K -$107K -1,034 -23%
PCP
506
Proficio Capital Partners
Massachusetts
$351K +$351K +3,397 New
IPAM
507
ICICI Prudential Asset Management
India
$350K +$82.1K +795 +31%
KA
508
Kovack Advisors
Florida
$348K -$2.79K -27 -0.8%
CIBC Private Wealth Group
509
CIBC Private Wealth Group
Georgia
$346K +$141K +1,363 +69%
SC
510
Savant Capital
Illinois
$344K -$76.4K -740 -18%
ALAM
511
Asahi Life Asset Management
Japan
$344K +$344K +3,330 New
WBC
512
Westpac Banking Corp
Australia
$344K +$34K +329 +11%
HWAM
513
Hennion & Walsh Asset Management
New Jersey
$343K +$20.3K +197 +6%
WANY
514
Wealthspire Advisors (New York)
New York
$340K +$160K +1,546 +89%
CPSC
515
Carl P. Sherr & Co
Massachusetts
$339K +$22.8K +221 +7%
WG
516
Winton Group
United Kingdom
$338K +$87.9K +851 +35%
EWA
517
EP Wealth Advisors
California
$335K +$207K +2,007 +163%
CFG
518
Carr Financial Group
Massachusetts
$334K +$68.2K +880 +26%
CAM
519
Cubic Asset Management
Massachusetts
$333K +$333K +3,225 New
SW
520
SteelPeak Wealth
California
$332K -$237K -2,295 -42%
XS
521
XR Securities
Illinois
$330K +$330K +3,195 New
HWM
522
HB Wealth Management
Georgia
$330K +$109K +1,052 +49%
KeyBank National Association
523
KeyBank National Association
Ohio
$328K -$4.03K -39 -1%
TPA
524
Trivium Point Advisory
Connecticut
$327K -$1.75K -17 -0.5%
MNBTD
525
Moody National Bank Trust Division
Texas
$325K -$34.1K -330 -9%
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