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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 %
GIA
701
GHP Investment Advisors
Colorado
$2.67K – – –
CHC
702
City Holding Co
West Virginia
$2.67K – – –
AFS
703
Annapolis Financial Services
Maryland
$2.61K – – –
CIR
704
Clear Investment Research
Georgia
$2.61K +$2.61K +39 New
WTA
705
Washington Trust Advisors
Massachusetts
$2.34K – – –
CFD
706
Creative Financial Designs
Indiana
$2.27K -$2.21K -33 -49%
ZB
707
Zions Bancorporation
Utah
$2.21K -$7.42K -111 -77%
EBA
708
Eagle Bay Advisors
New York
$2.21K – – –
SRCM
709
Signature Resources Capital Management
California
$2.14K – – –
JFG
710
JDM Financial Group
Texas
$2.01K – – –
AW
711
Avion Wealth
Texas
$2K -$1.48K -23 -43%
PCM
712
Penserra Capital Management
California
$2K – – –
SL
713
Salomon & Ludwin
Virginia
$1.87K – – –
HFS
714
Horizon Financial Services
North Carolina
$1.8K – – –
BCMLT
715
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.8K – – –
KSB
716
Kennebec Savings Bank
Maine
$1.74K +$1.74K +26 New
AA
717
Addison Advisors
Vermont
$1.67K -$1.67K -25 -50%
PBK
718
Peoples Bank (Kansas)
Kansas
$1.67K – – –
CIAS
719
CBIZ Investment Advisory Services
Ohio
$1.67K +$935 +14 +127%
PCFFS
720
Pacific Center for Financial Services
California
$1.61K – – –
CFB
721
Cullen/Frost Bankers
Texas
$1.54K -$535 -8 -26%
GWP
722
Gen-Wealth Partners
Michigan
$1.37K – – –
HGA
723
Hobbs Group Advisors
South Carolina
$1.36K -$163K -2,396 -99%
BFPW
724
BOK Financial Private Wealth
Colorado
$1.34K – – –
BL
725
BFSG LLC
California
$1.34K – – –
27 28
29
30 31