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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 %
PCM
826
Penserra Capital Management
California
$3K -$151K -1,510 -98%
CAL
827
Capital Analysts LLC
Pennsylvania
$3K – – –
SL
828
Salomon & Ludwin
Virginia
$2.98K -$20.2K -190 -87%
HFS
829
Horizon Financial Services
North Carolina
$2.88K +$2.88K +27 New
BCMLT
830
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.88K +$2.88K +27 New
GWP
831
Gen-Wealth Partners
Michigan
$2.66K +$2.66K +25 New
PCFFS
832
Pacific Center for Financial Services
California
$2.56K – – –
CPG
833
Cornerstone Planning Group
New Jersey
$2.38K +$1K +8 +73%
LI
834
Louisbourg Investments
New Brunswick, Canada
$2.34K -$2.24K -21 -49%
TFM
835
TFC Financial Management
Massachusetts
$2.24K +$533 +5 +31%
BFPW
836
BOK Financial Private Wealth
Colorado
$2.13K – – –
BL
837
BFSG LLC
California
$2.13K – – –
JFGIW
838
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.13K +$2.13K +20 New
NIC
839
Northwest Investment Counselors
Oregon
$2.13K +$2.13K +20 New
JWM
840
Janiczek Wealth Management
Colorado
$2.03K -$10.7K -100 -84%
ST
841
Smithfield Trust
Pennsylvania
$2K – – –
SIC
842
SJS Investment Consulting
Ohio
$1.81K +$107 +1 +6%
DPW
843
DiNuzzo Private Wealth
Pennsylvania
$1.71K -$107 -1 -6%
WPA
844
West Paces Advisors
Georgia
$1.71K +$1.07K +10 +167%
MA
845
MCF Advisors
Kentucky
$1.6K – – –
PBK
846
Peoples Bank (Kansas)
Kansas
$1.6K +$1.07K +10 +200%
CFB
847
Cullen/Frost Bankers
Texas
$1.49K -$1.92K -18 -56%
TCA
848
Trifecta Capital Advisors
Illinois
$1.49K – – –
WWP
849
WR Wealth Planners
Missouri
$1.49K +$1.49K +14 New
GI
850
GS Investments
Minnesota
$1.39K – – –
32 33
34
35 36