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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 %
SIC
726
Salem Investment Counselors
North Carolina
$22.9K +$16K +150 +231%
AWM
727
Activest Wealth Management
Florida
$22.5K – – –
FMII
728
Farmers & Merchants Investments Inc
Nebraska
$22.4K +$20.8K +195 +1,300%
RG
729
Retirement Group
California
$22.3K – – –
MRCM
730
M&R Capital Management
New Jersey
$22.1K – – –
SHIM
731
Stone House Investment Management
Pennsylvania
$21.3K -$10.1K -95 -32%
W
732
WealthCollab
Washington
$21.3K -$3.09K -29 -13%
AWM
733
AllSquare Wealth Management
New York
$21.3K – – –
HWA
734
HHM Wealth Advisors
Tennessee
$21.3K – – –
LWANC
735
Laurel Wealth Advisors (North Carolina)
North Carolina
$21.3K – – –
OPTFSNA
736
Old Point Trust & Financial Services N A
Virginia
$21.3K – – –
AAG
737
Armstrong Advisory Group
Massachusetts
$21.1K – – –
GGI
738
Godsey & Gibb Inc
Virginia
$18.8K – – –
CWM
739
CarsonAllaria Wealth Management
Illinois
$18.4K -$426 -4 -2%
RTC
740
Riverview Trust Company
Washington
$18.4K +$18.4K +173 New
MCM
741
MV Capital Management
Maryland
$18.1K +$13.1K +123 +262%
CSWM
742
Cassady Schiller Wealth Management
Ohio
$17.7K +$213 +2 +1%
DCM
743
Disciplina Capital Management
Tennessee
$17.6K – – –
CA
744
Continuum Advisory
Idaho
$16.9K +$16.9K +138 New
PP
745
Pacifica Partners
Canada
$16.5K -$5.52K -50 -25%
ZB
746
Zions Bancorporation
Utah
$16.3K +$5.44K +51 +50%
VWM
747
Venturi Wealth Management
Texas
$16.2K +$2.66K +25 +20%
LF
748
LifeSteps Financial
California
$16.2K +$16.2K +152 New
HPC
749
HM Payson & Co
Maine
$15K – – –
TFA
750
Toth Financial Advisory
Virginia
$14.4K – – –
28 29
30
31 32