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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 %
WPA
751
West Paces Advisors
Georgia
$535 -$67 -1 -11%
JGIA
752
Jackson Grant Investment Advisers
Connecticut
$535 – – –
LI
753
LRI Investments
Florida
$477 -$15.9K -400 -97%
CFO
754
CVA Family Office
Colorado
$468 -$35.7K -534 -99%
BGAI
755
Bruce G. Allen Investments
Colorado
$468 -$2.47K -37 -84%
WWP
756
WR Wealth Planners
Missouri
$468 -$602 -9 -56%
WAS
757
Winch Advisory Services
Wisconsin
$468 – – –
CPG
758
Cornerstone Planning Group
New Jersey
$442 -$553 -10 -56%
SFCL
759
Strengthening Families & Communities LLC
Massachusetts
$401 – – –
CAM
760
ClariVest Asset Management
California
$364 – – –
VAMG
761
Voisard Asset Management Group
Michigan
$335 +$335 +5 New
CPA
762
Clear Point Advisors
New York
$334 – – –
CAC
763
Core Alternative Capital
Georgia
$334 – – –
WTC
764
WhitTier Trust Company
Nevada
$333 – – –
WA
765
WestEnd Advisors
North Carolina
$267 – – –
TCM
766
TruNorth Capital Management
Michigan
$267 – – –
FCA
767
FinTrust Capital Advisors
South Carolina
$201 -$4.89K -73 -96%
TIM
768
Thompson Investment Management
Wisconsin
$134 – – –
VF
769
VitalStone Financial
Texas
$134 – – –
CB
770
CNB Bank
Pennsylvania
$134 +$134 +2 New
MFG
771
Mendota Financial Group
Wisconsin
$67 -$603 -9 -90%
PCMC
772
Planning Capital Management Corporation
Pennsylvania
$67 – – –
DFA
773
DHJJ Financial Advisors
Illinois
$67 – – –
LG
774
LAM Group
Oregon
$67 – – –
HCM
775
Hollencrest Capital Management
California
$67 +$67 +1 New
29 30
31
32 33