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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 %
SIC
726
SJS Investment Consulting
Ohio
$1.34K +$67 +1 +5%
NIC
727
Northwest Investment Counselors
Oregon
$1.34K +$1.34K +20 New
DCM
728
Disciplina Capital Management
Tennessee
$1.27K -$9.76K -146 -88%
AF
729
Advisornet Financial
Minnesota
$1.21K -$3.91K -58 -76%
DPW
730
DiNuzzo Private Wealth
Pennsylvania
$1.2K -$200 -3 -14%
TFM
731
TFC Financial Management
Massachusetts
$1.07K -$669 -10 -38%
VWA
732
Valued Wealth Advisors
Utah
$1.07K +$334 +5 +45%
MA
733
MCF Advisors
Kentucky
$1K – – –
ST
734
Smithfield Trust
Pennsylvania
$1K – – –
FIA
735
FNY Investment Advisers
New York
$1K +$1K +15 New
FC
736
Fairscale Capital
New Hampshire
$936 – – –
TCA
737
Trifecta Capital Advisors
Illinois
$936 – – –
GI
738
GS Investments
Minnesota
$869 – – –
PPA
739
Painted Porch Advisors
California
$802 – – –
CWC
740
Carolinas Wealth Consulting
North Carolina
$802 – – –
IHWM
741
Iron Horse Wealth Management
Iowa
$802 – – –
PS
742
PayPay Securities
Japan
$735 -$2.61K -39 -78%
PP
743
PFS Partners
New Jersey
$728 -$1.39K -21 -66%
TWD
744
True Wealth Design
Ohio
$669 +$67 +1 +11%
FFA
745
Fairfield Financial Advisors
Massachusetts
$668 -$2.34K -35 -78%
PMFA
746
Plante Moran Financial Advisors
Michigan
$668 – – –
FDCP
747
Foster Dykema Cabot & Partners
Massachusetts
$668 – – –
CT
748
Clearstead Trust
Maine
$668 – – –
GCS
749
Gordian Capital (Singapore)
Singapore
$601 – – –
AWM
750
Atticus Wealth Management
Florida
$535 -$1.61K -24 -75%
28 29
30
31 32