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Moderna
MRNA

Overview Fund Activity

778 hedge funds and large institutions have $17.2B invested in Moderna in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 254 increasing their positions, 321 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
-164
Holders Change %
-17.41%
% of All Funds
11.25%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.1%
New
61
Increased
254
Reduced
321
Closed
215
Calls
$926M
Puts
$1.46B
Net Calls
-$531M
Net Calls Change
-$233M

Top Buyers

1
State Street
State Street
Massachusetts
$1.13B
2
Invesco
Invesco
Georgia
$269M
3
UBS Group
UBS Group
Switzerland
$152M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$87.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$349M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.16B
3
Morgan Stanley
Morgan Stanley
New York
$235M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$2.84B
5
Goldman Sachs
Goldman Sachs
New York
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
676
Bell Investment Advisors
California
$4.81K -$535 -8 -10%
IAIM
677
International Assets Investment Management
Florida
$4.78K +$4.74K +316,552 +10,687%
RCM
678
Raleigh Capital Management
North Carolina
$4.34K -$6.08K -91 -58%
DF
679
Dunhill Financial
United Kingdom
$4.24K +$1.75K +26 +70%
LI
680
Louisbourg Investments
New Brunswick, Canada
$4.14K +$2.67K +40 +182%
GEA
681
Glen Eagle Advisors
New Jersey
$3.94K – – –
CHA
682
Carmichael Hill & Associates
Maryland
$3.81K +$334 +5 +10%
QPBE
683
Quintet Private Bank (Europe)
Luxembourg
$3.68K -$45.2K -677 -92%
PA
684
PSI Advisors
Florida
$3.68K – – –
IA
685
IFS Advisors
Kansas
$3.68K – – –
HWP
686
Highline Wealth Partners
California
$3.61K -$134 -2 -4%
AWM
687
Abound Wealth Management
Tennessee
$3.41K – – –
NFA
688
Northwest Financial Advisors
Virginia
$3.41K +$3.41K +51 New
CSB
689
City State Bank
Iowa
$3.34K – – –
PG
690
Proffitt & Goodson
Tennessee
$3.34K – – –
UCI
691
Uncommon Cents Investing
Wisconsin
$3.34K +$3.34K +50 New
CB
692
Community Bank
New York
$3.34K – – –
OP
693
ORG Partners
Indiana
$3.18K -$199 -3 -6%
BCM
694
Blume Capital Management
California
$3.01K – – –
FPB
695
First PREMIER Bank
South Dakota
$3K – – –
DWS
696
Dynamic Wealth Strategies
California
$3K – – –
DIP
697
DT Investment Partners
Pennsylvania
$2.94K +$2.94K +44 New
CIA
698
Cape Investment Advisory
Georgia
$2.87K -$602 -9 -17%
PWMG
699
Prestige Wealth Management Group
New Jersey
$2.74K +$1.6K +24 +141%
BHWM
700
Beaird Harris Wealth Management
Texas
$2.67K -$9.69K -145 -78%
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