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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 %
BCWM
701
Bartlett & Co Wealth Management
Ohio
$39.3K -$5.16K -50 -12%
BC
702
Bartlett & Co
Ohio
$39K -$5.13K -50 -12%
JPWM
703
Jamison Private Wealth Management
Georgia
$38.6K +$38.6K +374 New
EWA
704
EverSource Wealth Advisors
Alabama
$37.1K -$4.03K -39 -10%
CAM
705
Close Asset Management
United Kingdom
$36K +$8.23K +80 +30%
CT
706
Colonial Trust
South Carolina
$34.6K +$3.62K +35 +12%
CFD
707
Creative Financial Designs
Indiana
$32.4K +$20.7K +200 +175%
AA
708
Ancora Advisors
Ohio
$31.6K – – –
JEST
709
JTC Employer Solutions Trustee
Jersey
$31K – – –
SHIM
710
Stone House Investment Management
Pennsylvania
$30.5K +$6.3K +61 +26%
CFFP
711
Center for Financial Planning
Michigan
$29.7K – – –
FSWA
712
Financial Synergies Wealth Advisors
Texas
$29.3K -$22.3K -216 -43%
CCA
713
Catalyst Capital Advisors
New York
$29.1K +$7.13K +69 +32%
SWA
714
SOA Wealth Advisors
New York
$28.5K – – –
CC
715
Centiva Capital
New York
$28.4K -$1.87M -18,112 -99%
BAAM
716
Baker Avenue Asset Management
California
$28.4K -$21.1K -204 -43%
RTC
717
Riverview Trust Company
Washington
$28.1K +$6.71K +65 +31%
CA
718
Centerpoint Advisors
Massachusetts
$28K – – –
FPF
719
First Pacific Financial
Washington
$27.5K +$27.5K +266 New
WB
720
Webster Bank
Connecticut
$27.5K – – –
WSCM
721
Wellington Shields Capital Management
New York
$27.1K +$26.9K +260 +13,000%
TF
722
Tompkins Financial
New York
$26.9K -$22.5K -218 -46%
AF
723
Arrow Financial
New York
$25.8K +$20.7K +200 +400%
GIA
724
GHP Investment Advisors
Colorado
$25.6K – – –
FFA
725
Farther Finance Advisors
California
$25.4K +$10.9K +106 +76%
27 28
29
30 31