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Moderna
MRNA

Overview Fund Activity

889 hedge funds and large institutions have $28.1B invested in Moderna in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 328 increasing their positions, 292 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+16
Holders Change %
+1.83%
% of All Funds
12.89%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
108
Increased
328
Reduced
292
Closed
80
Calls
$1.61B
Puts
$1.32B
Net Calls
+$288M
Net Calls Change
-$179M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.45B
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.16B
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$282M
4
AIM
ARK Investment Management
Florida
$130M
5
UBS AM
UBS AM
Illinois
$391M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$585M
2
Coatue Management
Coatue Management
New York
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$597M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$154M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$4.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
576
Concurrent Investment Advisors
Florida
$238K +$7.57K +71 +3%
SS
577
Sunbelt Securities
Texas
$238K -$4.26K -40 -2%
JWCA
578
J.W. Cole Advisors
Florida
$237K +$532 +5 +0.2%
SB
579
Strategic Blueprint
Georgia
$236K -$852 -8 -0.4%
PTC
580
Philadelphia Trust Company
Pennsylvania
$232K – – –
WPC
581
Wedmont Private Capital
Pennsylvania
$231K +$231K +2,072 New
MAG
582
Mayfair Advisory Group
Alabama
$231K +$13K +122 +6%
AFG
583
Atomi Financial Group
New York
$225K +$225K +2,111 New
CK
584
Cohen Klingenstein
New York
$224K – – –
IIC
585
Integrated Investment Consultants
Michigan
$223K – – –
TC
586
TownSquare Capital
Utah
$222K -$28K -263 -11%
CI
587
Conning Inc
Connecticut
$221K – – –
NFG
588
Nadler Financial Group
Illinois
$221K -$10.9K -102 -5%
Baird Financial Group
589
Baird Financial Group
Wisconsin
$220K -$483K -4,536 -69%
IAN
590
Integrated Advisors Network
Texas
$220K +$220K +2,061 New
ACM
591
Arlington Capital Management
Illinois
$218K – – –
ATC
592
Argent Trust Co
Tennessee
$218K +$218K +2,044 New
MWM
593
Mission Wealth Management
California
$217K -$2.77K -26 -1%
HA
594
Harbor Advisors
Florida
$213K -$107K -1,000 -33%
MPAM
595
Murphy Pohlad Asset Management
Minnesota
$213K -$5.33K -50 -2%
DWP
596
Destiny Wealth Partners
Florida
$213K – – –
JCP
597
Jennifer C. Price
$213K +$107K +1,000 +100%
RJT
598
Raymond James Trust
Florida
$212K +$212K +1,988 New
CC
599
Chicago Capital
Illinois
$208K -$21K -197 -9%
DP
600
Dearborn Partners
Illinois
$208K -$170K -1,600 -45%
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