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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 %
RW
751
RVW Wealth
California
$17.6K +$17.6K +170 New
DCM
752
Disciplina Capital Management
Tennessee
$17K – – –
EARNEST Partners
753
EARNEST Partners
Georgia
$16.6K – – –
DSC
754
Duncker Streett & Co
Missouri
$15.5K -$7.23K -70 -32%
CSWM
755
Cassady Schiller Wealth Management
Ohio
$15.5K – – –
CBT
756
Central Bank & Trust
Kentucky
$15.3K – – –
CAC
757
Core Alternative Capital
Georgia
$14.4K – – –
RA
758
Rational Advisors
New York
$14.3K – – –
CMP
759
Coston McIsaac & Partners
Maine
$14K – – –
TFA
760
Toth Financial Advisory
Virginia
$13.9K – – –
PS
761
PayPay Securities
Japan
$13.6K +$12.8K +124 +1,550%
LWA
762
Lowe Wealth Advisors
Maryland
$13.4K – – –
MLA
763
MB, Levis & Associates
Pennsylvania
$13.1K – – –
BTI
764
Blue Trust Inc
Georgia
$13K +$5.18K +43 +66%
CSB
765
City State Bank
Iowa
$13K +$5.2K +50 +67%
UB
766
UMB Bank
Missouri
$12.8K -$9.92K -96 -44%
GA
767
GoalVest Advisory
New York
$12.7K – – –
JWM
768
Janiczek Wealth Management
Colorado
$12.6K +$8.37K +81 +198%
FHA
769
First Horizon Advisors
Tennessee
$12.1K +$3.2K +31 +36%
GKIM
770
GW&K Investment Management
Massachusetts
$12K +$513 +5 +4%
LFG
771
Larson Financial Group
Missouri
$11.9K -$826 -8 -7%
BWL
772
Bogart Wealth LLC
Virginia
$11.9K – – –
OLVIG
773
Oliver Lagore Vanvalin Investment Group
Michigan
$11.7K – – –
LJHT
774
Laurie J. Hall Trustee
$11K – – –
ST
775
Smithfield Trust
Pennsylvania
$11K +$9K +90 +450%
29 30
31
32 33