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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)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$400M
2
UBS AM
2
UBS AM
Illinois
$250M
3
FGAM
3
Financial Gravity Asset Management
Texas
$93.7M
4
Norges Bank
4
Norges Bank
Norway
$349M
5
TP
5
Theleme Partners
United Kingdom
$712M

Top Sellers

1
FP
1
Flagship Pioneering
Massachusetts
$998M
2
LPC
2
Lone Pine Capital
Connecticut
$0
3
Coatue Management
3
Coatue Management
New York
$507M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
776
Coppell Advisory Solutions
Texas
$11K -$4.85K -27 -31%
BWP
777
Baldwin Wealth Partners
Massachusetts
$10.7K – – –
VWM
778
Venturi Wealth Management
Texas
$10.4K -$3.82K -37 -27%
WBC
779
West Branch Capital
Massachusetts
$10.4K – – –
EL
780
EMFO LLC
Florida
$10.3K -$51.6K -500 -83%
OSNBOA
781
Old Second National Bank of Aurora
Illinois
$10.3K -$12.9K -125 -56%
NCM
782
Northwest Capital Management
Oregon
$10.3K – – –
DAM
783
Delta Asset Management
Tennessee
$10.3K – – –
FMB
784
Field & Main Bank
Kentucky
$10.3K – – –
PB
785
Pinnacle Bancorp
Nebraska
$10.3K – – –
MFT
786
Moisand Fitzgerald Tamayo
Florida
$10.3K +$8.88K +86 +614%
FRA
787
Front Row Advisors
California
$10.3K +$10.3K +100 New
HCM
788
Hollencrest Capital Management
California
$9.81K – – –
BSC
789
Brown Shipley & Co
United Kingdom
$9.81K +$9.81K +95 New
BIA
790
Bell Investment Advisors
California
$9.71K -$2.07K -20 -18%
PA
791
PSI Advisors
Florida
$9.3K – – –
TFGT
792
TS Financial Group (TSFG)
Illinois
$9K – – –
CHA
793
Carmichael Hill & Associates
Maryland
$8.37K – – –
PPC
794
Park Place Capital
Alabama
$8.37K +$207 +2 +3%
PP
795
Paloma Partners
Connecticut
$7.95K +$7.95K +77 New
MIM
796
Macroview Investment Management
Maryland
$7.75K +$7.75K +75 New
TLA
797
Tanglewood Legacy Advisors
Texas
$7.54K – – –
CMA
798
Cedar Mountain Advisors
Oregon
$7.54K +$7.54K +73 New
MFG
799
Mendota Financial Group
Wisconsin
$7.23K -$18.1K -175 -71%
AWM
800
Atticus Wealth Management
Florida
$7.23K – – –
30 31
32
33 34