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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 %
QPBE
676
Quintet Private Bank (Europe)
Luxembourg
$65.3K -$20.6K -199 -24%
SN
677
Sittner & Nelson
Oregon
$59.9K – – –
CTB
678
Country Trust Bank
Illinois
$58.7K – – –
PFBT
679
Parkside Financial Bank & Trust
Missouri
$58.4K +$18.1K +175 +45%
PSB
680
Piscataqua Savings Bank
New Hampshire
$56.8K +$10.3K +100 +22%
VNA
681
Valley National Advisers
Pennsylvania
$56K +$208 +2 +0.4%
CT
682
Cambridge Trust
Massachusetts
$55.2K – – –
AIC
683
Archer Investment Corporation
Indiana
$55.2K +$22.9K +222 +71%
CAL
684
Capital Advisors Ltd
Ohio
$54K +$1.55K +15 +3%
GWSG
685
GPS Wealth Strategies Group
Colorado
$53K +$18.6K +180 +54%
MPWT
686
MassMutual Private Wealth & Trust
Connecticut
$52K +$8.47K +82 +19%
AP
687
Atwood & Palmer
Missouri
$51.7K +$103 +1 +0.2%
TCOV
688
Trust Company of Vermont
Vermont
$51.6K – – –
SC
689
Stephens Consulting
Michigan
$51.6K – – –
QC
690
Quent Capital
New York
$50.4K +$2.38K +23 +5%
CWM
691
Consultiva Wealth Management
Puerto Rico
$49.1K – – –
TSWM
692
Tyler-Stone Wealth Management
Ohio
$49K – – –
MHR
693
Matthew Hamilton Rosenberg
$48.8K -$9.5K -92 -16%
HFS
694
Hantz Financial Services
Michigan
$45K +$1.95K +19 +5%
FP
695
Financial Perspectives
Minnesota
$45K – – –
KFS
696
Kelly Financial Services
Massachusetts
$44.5K – – –
LWCFA
697
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.5K +$34.9K +490 +408%
GITFIT
698
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$39.8K – – –
HPC
699
HM Payson & Co
Maine
$39.8K +$207 +2 +0.5%
GWS
700
Glassman Wealth Services
Virginia
$39.6K +$4.75K +46 +14%
26 27
28
29 30