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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
1
State Street
Massachusetts
$1.13B
2
Invesco
2
Invesco
Georgia
$269M
3
UBS Group
3
UBS Group
Switzerland
$152M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$87.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$349M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.16B
3
Morgan Stanley
3
Morgan Stanley
New York
$235M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$2.84B
5
Goldman Sachs
5
Goldman Sachs
New York
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
801
EFG Asset Management
Oregon
– -$2.71M -22,809 Closed
AWM
802
Avaii Wealth Management
Wisconsin
– -$2.65M -22,336 Closed
LPU
803
Lansdowne Partners (UK)
United Kingdom
– -$2.43M -20,500 Closed
AWM
804
Ariadne Wealth Management
California
– -$277K -19,971 Closed
RFWA
805
RPg Family Wealth Advisory
Massachusetts
– -$2.17M -18,240 Closed
PIM
806
Platinum Investment Management
Australia
– -$2.16M -18,193 Closed
IC
807
IEQ Capital
California
– -$1.9M -15,998 Closed
KJHP
808
K.J. Harrison & Partners
Ontario, Canada
– -$1.86M -15,660 Closed
BA
809
Bridgewater Associates
Connecticut
– -$1.82M -15,309 Closed
MWAM
810
Manhattan West Asset Management
California
– -$1.75M -14,712 Closed
PCM
811
Princeton Capital Management
New Jersey
– -$1.59M -13,420 Closed
TIAM
812
TT International Asset Management
United Kingdom
– -$1.58M -13,300 Closed
SFC
813
Strategic Financial Concepts
Texas
– -$105 -12,478 Closed
HIIFS
814
Harel Insurance Investments & Financial Services
Israel
– -$1.36M -11,190 Closed
PAM
815
Pinpoint Asset Management
Hong Kong
– -$1.16M -9,745 Closed
SRL
816
Scientech Research LLC
New Jersey
– -$1.11M -9,335 Closed
NL
817
NVWM LLC
Pennsylvania
– -$1.08M -9,092 Closed
ECU
818
Eisler Capital (US)
New York
– -$972K -8,187 Closed
Los Angeles Capital Management
819
Los Angeles Capital Management
California
– -$904K -7,614 Closed
Acadian Asset Management
820
Acadian Asset Management
Massachusetts
– -$900K -7,585 Closed
SL
821
Stevard LLC
Illinois
– -$873K -7,350 Closed
FTDI
822
First Trust Direct Indexing
Massachusetts
– -$825K -6,945 Closed
JSSH
823
J. Safra Sarasin Holding
– -$808K -6,805 Closed
AIP
824
Almanack Investment Partners
Pennsylvania
– -$755K -6,361 Closed
DTL
825
Dynamic Technology Lab
Singapore
– -$708K -5,958 Closed
31 32
33
34 35