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Moderna
MRNA

Overview Fund Activity

771 hedge funds and large institutions have $27.4B invested in Moderna in 2021 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 289 increasing their positions, 223 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
+58
Holders Change %
+8.13%
% of All Funds
13.58%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
168
Increased
289
Reduced
223
Closed
102
Calls
$2.01B
Puts
$2.37B
Net Calls
-$360M
Net Calls Change
+$123M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$5.94B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.08B
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$342M
4
Capital World Investors
4
Capital World Investors
California
$238M
5
Coatue Management
5
Coatue Management
New York
$165M

Top Sellers

1
FP
1
Flagship Pioneering
Massachusetts
$2.7B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.48B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$7.62M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$755M
5
RWA
5
Ropes Wealth Advisors
Massachusetts
$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
826
HighPoint Advisor Group
Illinois
– -$237K -1,322 Closed
RPWA
827
Regent Peak Wealth Advisors
Georgia
– -$117K -1,123 Closed
CAAS
828
Capital Asset Advisory Services
Michigan
– -$117K -1,118 Closed
SAS
829
Stelac Advisory Services
New York
– -$105K -1,007 Closed
PWM
830
Perigon Wealth Management
California
– -$92K -879 Closed
PP
831
PrairieView Partners
Minnesota
– -$87K -833 Closed
HFS
832
Hantz Financial Services
Michigan
– -$84K -801 Closed
T2I
833
Turim 21 Investimentos
Brazil
– -$84K -800 Closed
FWM
834
FSA Wealth Management
Massachusetts
– -$76K -725 Closed
OPW
835
Oxler Private Wealth
New York
– -$55K -695 Closed
PWPS
836
Pinnacle Wealth Planning Services
Ohio
– -$61K -581 Closed
TPWA
837
TRUE Private Wealth Advisors
Oregon
– -$49K -475 Closed
PWMG
838
Prestige Wealth Management Group
New Jersey
– -$42K -400 Closed
CFO
839
CVA Family Office
Colorado
– -$42K -400 Closed
BSG
840
Black Swift Group
Colorado
– -$26K -250 Closed
IR
841
Invictus RG
Bermuda
– -$23K -222 Closed
KPCM
842
Kings Point Capital Management
New York
– -$22K -214 Closed
TI
843
tru Independence
Oregon
– -$19.8K -194 Closed
PM
844
Prosight Management
Texas
– -$18K -174 Closed
SJIM
845
St. Johns Investment Management
Florida
– -$17K -159 Closed
CCA
846
Childress Capital Advisors
Texas
– -$15K -148 Closed
SIAG
847
Safeguard Investment Advisory Group
California
– -$14K -140 Closed
FFG
848
Fortem Financial Group
California
– -$13K -125 Closed
BSSFA
849
Baron Silver Stevens Financial Advisors
Florida
– -$12K -124 Closed
IA
850
IFS Advisors
Kansas
– -$11K -110 Closed
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