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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 %
IA
701
IFP Advisors
Florida
$35K -$23.2K -218 -40%
CTB
702
Country Trust Bank
Illinois
$33.9K – – –
RA
703
Rise Advisors
New York
$33.7K +$30.5K +286 +953%
JEST
704
JTC Employer Solutions Trustee
Jersey
$33K – – –
HCP
705
Hexagon Capital Partners
Arkansas
$33K -$32.1K -301 -49%
PTC
706
Private Trust Company
Ohio
$32.6K -$14.2K -133 -30%
CT
707
Colonial Trust
South Carolina
$32K -$213 -2 -0.7%
AAP
708
Arax Advisory Partners
Colorado
$32K +$32K +300 New
WIM
709
Westside Investment Management
California
$31.7K +$31.7K +300 New
FHA
710
First Horizon Advisors
Tennessee
$31.4K +$27K +253 +602%
AT
711
Arlington Trust
Alabama
$30.9K -$639 -6 -2%
CWM
712
Cedar Wealth Management
California
$30.9K +$9.59K +90 +45%
FIM
713
Fernwood Investment Management
Massachusetts
$30.9K +$30.9K +290 New
GFPC
714
Global Financial Private Client
Florida
$29.6K – – –
HFS
715
Hantz Financial Services
Michigan
$29K -$18.2K -170 -39%
CA
716
Centerpoint Advisors
Massachusetts
$29K – – –
SWA
717
SOA Wealth Advisors
New York
$28.9K – – –
FPF
718
First Pacific Financial
Washington
$28.3K – – –
WB
719
Webster Bank
Connecticut
$28.3K – – –
GIA
720
GHP Investment Advisors
Colorado
$25.6K +$2.13K +20 +9%
AA
721
Ancora Advisors
Ohio
$25.1K – – –
FSWA
722
Financial Synergies Wealth Advisors
Texas
$24.9K -$28.3K -266 -53%
FP
723
Financial Perspectives
Minnesota
$24.5K -$22K -206 -47%
BCWM
724
Bartlett & Co Wealth Management
Ohio
$24.5K -$8.53K -80 -26%
FFA
725
Frazier Financial Advisors
Ohio
$23.8K +$320 +3 +1%
27 28
29
30 31