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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 %
GKWIM
526
Gerber Kawasaki Wealth & Investment Management
California
$323K +$139K +1,346 +76%
N
527
Natixis
France
$322K -$769K -7,444 -70%
AWM
528
Avior Wealth Management
Nebraska
$320K +$220K +2,129 +220%
HFM
529
Harvest Fund Management
China
$313K +$116K +1,123 +59%
SWA
530
Stratos Wealth Advisors
Ohio
$312K +$312K +3,025 New
FCMC
531
Founders Capital Management (Connecticut)
Connecticut
$312K – – –
WAM
532
Warberg Asset Management
Illinois
$310K +$310K +3,000 New
CA
533
CV Advisors
Florida
$309K – – –
BP
534
Ballentine Partners
Massachusetts
$308K +$89.7K +868 +41%
RIA
535
Regal Investment Advisors
Michigan
$307K +$39.5K +382 +15%
IG
536
ING Group
Netherlands
$303K -$7.36M -71,258 -96%
CIA
537
Compass Ion Advisors
Pennsylvania
$300K +$300K +2,909 New
GRP
538
Global Retirement Partners
California
$298K +$9.38K +90 +3%
PA
539
Pinnacle Associates
New York
$297K -$10.8K -105 -4%
MIA
540
MMBG Investment Advisors
Florida
$295K – – –
NVCHI
541
New Vernon Capital Holdings II
New Jersey
$295K +$43.7K +423 +17%
CWM
542
Cornerstone Wealth Management
Missouri
$291K -$15.4K -149 -5%
LNC
543
Lincoln National Corp
Pennsylvania
$288K -$16.6K -161 -5%
GT
544
Greenleaf Trust
Michigan
$288K -$31.7K -307 -10%
PI
545
PFG Investments
New York
$285K -$167K -1,619 -37%
EF
546
Empowered Funds
Pennsylvania
$285K +$52.1K +504 +22%
JF
547
Jump Financial
Illinois
$285K +$285K +2,755 New
GC
548
GFG Capital
Florida
$283K – – –
CHAM
549
Clear Harbor Asset Management
Connecticut
$281K +$281K +2,725 New
Cerity Partners
550
Cerity Partners
New York
$281K -$270K -2,612 -49%
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