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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 %
HWA
651
Heritage Wealth Advisors
Virginia
$103K – – –
JCP
652
Jennifer C. Price
$103K +$103K +1,000 New
RAM
653
Ramirez Asset Management
New York
$103K +$103K +1,000 New
MIHAS
654
Maj Invest Holding A/S
Denmark
$102K – – –
LC
655
Lindbrook Capital
California
$101K -$4.55K -44 -4%
GFPC
656
Global Financial Private Client
Florida
$100K – – –
CH
657
Canton Hathaway
Rhode Island
$100K +$38.1K +370 +62%
TPCW
658
TD Private Client Wealth
New York
$97K -$523K -5,061 -84%
BBHC
659
Brown Brothers Harriman & Co
New York
$94.9K -$20.7K -200 -18%
SIC
660
Salem Investment Counselors
North Carolina
$91.3K -$11.2K -108 -11%
OAM
661
Ostrum Asset Management
France
$91.3K -$136K -1,314 -60%
IA
662
IFP Advisors
Florida
$86.1K +$13.6K +132 +19%
CFGS
663
Concourse Financial Group Securities
Alabama
$82K -$14K -136 -15%
HGERS
664
Householder Group Estate & Retirement Specialist
Arizona
$81.3K +$81.3K +787 New
M
665
Mirova
France
$81.1K -$132K -1,274 -62%
ADL
666
Asset Dedication LLC
California
$79K +$5.14K +50 +7%
First Manhattan
667
First Manhattan
New York
$74.9K – – –
Acadian Asset Management
668
Acadian Asset Management
Massachusetts
$74K -$200K -1,952 -73%
HIIFS
669
Harel Insurance Investments & Financial Services
Israel
$72K -$916K -9,160 -93%
CA
670
Crewe Advisors
Utah
$69.8K -$103 -1 -0.1%
KFI
671
Key Financial Inc
Pennsylvania
$69.8K -$2.48K -24 -3%
CA
672
Clearstead Advisors
Ohio
$69.4K +$33.5K +324 +93%
PTC
673
Private Trust Company
Ohio
$68.8K -$112K -1,088 -62%
SIS
674
Sound Income Strategies
Florida
$66.8K -$1.34K -13 -2%
JWA
675
JFS Wealth Advisors
Pennsylvania
$65.6K -$103 -1 -0.2%
25 26
27
28 29