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Moderna
MRNA

Overview Fund Activity

889 hedge funds and large institutions have $28.1B invested in Moderna in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 328 increasing their positions, 292 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+16
Holders Change %
+1.83%
% of All Funds
12.89%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
108
Increased
328
Reduced
292
Closed
80
Calls
$1.61B
Puts
$1.32B
Net Calls
+$288M
Net Calls Change
-$179M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.45B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.16B
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$282M
4
AIM
4
ARK Investment Management
Florida
$130M
5
UBS AM
5
UBS AM
Illinois
$391M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$585M
2
Coatue Management
2
Coatue Management
New York
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$597M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$154M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$4.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
801
Proffitt & Goodson
Tennessee
$5.33K – – –
DCM
802
Davidson Capital Management
Texas
$5.33K +$5.33K +50 New
FCA
803
FinTrust Capital Advisors
South Carolina
$5.22K – – –
GEA
804
Glen Eagle Advisors
New Jersey
$5.01K -$533 -5 -10%
CSB
805
City State Bank
Iowa
$5K -$7.5K -75 -60%
FPB
806
First PREMIER Bank
South Dakota
$5K +$5K +47 New
BCM
807
Blume Capital Management
California
$4.8K +$4.8K +45 New
CHA
808
Carmichael Hill & Associates
Maryland
$4.69K – – –
BGAI
809
Bruce G. Allen Investments
Colorado
$4.58K +$2.03K +19 +79%
BHWM
810
Beaird Harris Wealth Management
Texas
$4.26K – – –
CHC
811
City Holding Co
West Virginia
$4.26K – – –
AFS
812
Annapolis Financial Services
Maryland
$4.16K – – –
DWS
813
Dynamic Wealth Strategies
California
$4K – – –
SA
814
Scarborough Advisors
Maryland
$3.94K – – –
PWMG
815
Prestige Wealth Management Group
New Jersey
$3.84K +$2.03K +19 +112%
WTA
816
Washington Trust Advisors
Massachusetts
$3.73K – – –
RFA
817
Register Financial Advisors
Georgia
$3.73K +$3.73K +35 New
EBA
818
Eagle Bay Advisors
New York
$3.52K – – –
GI
819
Gradient Investments
Minnesota
$3.41K -$4.9K -46 -59%
PP
820
PFS Partners
New Jersey
$3.41K – – –
LFG
821
Larson Financial Group
Missouri
$3.41K – – –
DF
822
Dunhill Financial
United Kingdom
$3.36K +$525 +5 +19%
JFG
823
JDM Financial Group
Texas
$3.2K – – –
SRCM
824
Signature Resources Capital Management
California
$3.18K – – –
BMC
825
Bear Mountain Capital
Washington
$3.1K – – –
31 32
33
34 35