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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 %
AA
801
AlphaMark Advisors
Kentucky
$7K +$1.78K +17 +34%
GI
802
Gradient Investments
Minnesota
$6.4K -$21.2K -205 -77%
AWM
803
Abound Wealth Management
Tennessee
$6.2K +$1.34K +13 +28%
JGCM
804
Joseph Group Capital Management
Ohio
$6.2K – – –
RFG
805
RFP Financial Group
Georgia
$5.99K – – –
CIA
806
Cape Investment Advisory
Georgia
$5.89K +$3.41K +33 +138%
PWMG
807
Provence Wealth Management Group
California
$5.78K +$5.78K +56 New
IA
808
IFS Advisors
Kansas
$5.68K – – –
HWP
809
Highline Wealth Partners
California
$5.58K +$5.58K +54 New
OP
810
ORG Partners
Indiana
$5.56K -$309 -3 -5%
GEA
811
Glen Eagle Advisors
New Jersey
$5.37K – – –
PG
812
Proffitt & Goodson
Tennessee
$5.17K – – –
GJIA
813
Glass Jacobson Investment Advisors
Maryland
$5.17K – – –
AA
814
Addison Advisors
Vermont
$5.17K – – –
CB
815
Community Bank
New York
$5.16K – – –
GI
816
GS Investments
Minnesota
$4.96K – – –
DCM
817
Davidson Capital Management
Texas
$4.75K +$1.86K +18 +64%
NIC
818
Northwest Investment Counselors
Oregon
$4.65K -$826 -8 -15%
CAM
819
Costello Asset Management
Pennsylvania
$4.13K – – –
BHWM
820
Beaird Harris Wealth Management
Texas
$4.13K +$4.13K +40 New
CHC
821
City Holding Co
West Virginia
$4.13K – – –
AFS
822
Annapolis Financial Services
Maryland
$4.03K – – –
VCM
823
Versant Capital Management
Arizona
$3.93K +$1.76K +17 +81%
WWM
824
Wolff Wiese Magana
California
$3.82K -$516 -5 -12%
WTA
825
Washington Trust Advisors
Massachusetts
$3.62K – – –
31 32
33
34 35