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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 %
CWM
826
Compass Wealth Management
Connecticut
$3.62K +$3.62K +35 New
EBA
827
Eagle Bay Advisors
New York
$3.41K -$1.34K -13 -28%
PP
828
PFS Partners
New Jersey
$3.31K – – –
JFG
829
JDM Financial Group
Texas
$3.1K – – –
RA
830
Rise Advisors
New York
$3.1K +$310 +3 +11%
CAL
831
Capital Analysts LLC
Pennsylvania
$3K +$1.73K +15 +136%
SFG
832
Steward Financial Group
Texas
$3K +$3K +30 New
WWP
833
WR Wealth Planners
Missouri
$2.89K – – –
PCFFS
834
Pacific Center for Financial Services
California
$2.49K – – –
AGWCA
835
Annis Gardner Whiting Capital Advisors
Florida
$2.48K +$2.48K +24 New
SIC
836
SJS Investment Consulting
Ohio
$2.38K +$1.03K +10 +77%
ANBT
837
American National Bank & Trust
Texas
$2.17K – – –
FMII
838
Farmers & Merchants Investments Inc
Nebraska
$2.17K +$620 +6 +40%
TAM
839
Tucker Asset Management
Colorado
$2.07K +$2.07K +20 New
DFC
840
DB Fitzpatrick & Co
Idaho
$2.07K +$2.07K +20 New
SIA
841
SkyView Investment Advisors
New Jersey
$2K +$2K +22 New
AW
842
Avion Wealth
Texas
$2K +$1.72K +25 +625%
RTL
843
Red Tortoise LLC
Georgia
$1.65K +$1.65K +16 New
IPW
844
Impact Partnership Wealth
Georgia
$1.55K -$234K -2,266 -99%
PWMG
845
Prestige Wealth Management Group
New Jersey
$1.34K -$1.45K -14 -52%
WT
846
Whittier Trust
California
$1.34K +$1.34K +13 New
IHWM
847
Iron Horse Wealth Management
Iowa
$1.24K +$1.24K +12 New
CCP
848
Carmel Capital Partners
California
$1.14K – – –
CPG
849
Cornerstone Planning Group
New Jersey
$1.14K +$103 +1 +10%
BWS
850
Buck Wealth Strategies
Colorado
$1.03K – – –
32 33
34
35 36