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Moderna
MRNA

Overview Fund Activity

732 hedge funds and large institutions have $11.5B invested in Moderna in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 227 increasing their positions, 251 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-46
Holders Change %
-5.91%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
141
Increased
227
Reduced
251
Closed
169
Calls
$929M
Puts
$1.16B
Net Calls
-$227M
Net Calls Change
+$303M

Top Buyers

1
Jane Street
Jane Street
New York
$150M
2
UBS Group
UBS Group
Switzerland
$211M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$108M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$73.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$776M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.62B
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$0
3
AIM
ARK Investment Management
Florida
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.8M
5
NAMA
Nikko Asset Management Americas
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMU
776
Paragon Capital Management (Utah)
Utah
– -$669K -10,007 Closed
CB
777
Commerce Bank
Missouri
– -$633K -9,471 Closed
OSAM
778
O'Shaughnessy Asset Management
Connecticut
– -$544K -9,418 Closed
LA
779
LM Advisors
California
– -$618K -9,249 Closed
RMCM
780
Reynders McVeigh Capital Management
Massachusetts
– -$595K -8,903 Closed
Fidelity International
781
Fidelity International
Bermuda
– -$594K -8,889 Closed
HTHT
782
Hemenway Trust Hemenway Trust
New Hampshire
– -$566K -8,466 Closed
VA
783
Vident Advisory
Georgia
– -$564K -8,438 Closed
LD
784
Lipe & Dalton
New York
– -$544K -8,147 Closed
NRG
785
Nemes Rush Group
Michigan
– -$825K -7,745 Closed
DILIC
786
Dai-ichi Life Insurance Company
Japan
– -$513K -7,673 Closed
BPA
787
Beacon Pointe Advisors
California
– -$496K -7,425 Closed
SFA
788
Sequoia Financial Advisors
Ohio
– -$495K -7,406 Closed
OF
789
Outfitter Financial
Maine
– -$466K -6,970 Closed
BAM
790
Belpointe Asset Management
Nevada
– -$463K -6,927 Closed
WSC
791
Wellington Shields & Co
New York
– -$452K -6,763 Closed
CL
792
Choreo LLC
Illinois
– -$421K -6,585 Closed
PCM
793
Perkins Capital Management
Minnesota
– -$426K -6,375 Closed
IWC
794
Integrated Wealth Concepts
Massachusetts
– -$422K -6,315 Closed
Fisher Asset Management
795
Fisher Asset Management
Washington
– -$419K -6,265 Closed
BA
796
Bristlecone Advisors
Washington
– -$417K -6,239 Closed
EAM
797
Everstar Asset Management
North Carolina
– -$410K -6,136 Closed
DWT
798
Dorsey & Whitney Trust
South Dakota
– -$402K -6,019 Closed
AI
799
Atria Investments
North Carolina
– -$400K -5,981 Closed
BCM
800
Bayesian Capital Management
New York
– -$394K -5,900 Closed
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32
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