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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 %
AAS
826
Avantax Advisory Services
Texas
– -$700K -5,894 Closed
ADIM
827
Alpha DNA Investment Management
Maryland
– -$665K -5,601 Closed
FF
828
Friedenthal Financial
New Jersey
– -$645K -5,430 Closed
TM
829
Triatomic Management
California
– -$623K -5,250 Closed
AFC
830
AFT Forsyth & Company
Florida
– -$613K -5,158 Closed
CG
831
Caprock Group
Idaho
– -$608K -5,122 Closed
LNWWM
832
Laird Norton Wetherby Wealth Management
California
– -$602K -5,073 Closed
PRC
833
Pearl River Capital
Michigan
– -$594K -5,006 Closed
ZIG
834
Zuckerman Investment Group
Illinois
– -$594K -5,000 Closed
SW
835
Simplicity Wealth
New Jersey
– -$575K -4,838 Closed
HWM
836
HB Wealth Management
Georgia
– -$573K -4,824 Closed
MPPLM
837
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$567K -4,776 Closed
AFG
838
Atomi Financial Group
New York
– -$556K -4,684 Closed
MCM
839
MAI Capital Management
Ohio
– -$549K -4,622 Closed
BP
840
Ballentine Partners
Massachusetts
– -$542K -4,564 Closed
CI
841
CX Institutional
Indiana
– -$527K -4,437 Closed
CIS
842
Capital International Sarl
California
– -$526K -4,431 Closed
CWM
843
Congress Wealth Management
Massachusetts
– -$521K -4,384 Closed
HAG
844
HighPoint Advisor Group
Illinois
– -$502K -4,223 Closed
GA
845
Gateway Advisory
New Jersey
– -$501K -4,222 Closed
OMC
846
Old Mission Capital
Illinois
– -$495K -4,165 Closed
LSAG
847
Lake Street Advisors Group
New Hampshire
– -$474K -3,991 Closed
AFT
848
Alpha Family Trust
California
– -$474K -3,990 Closed
GIA
849
Gladstone Institutional Advisory
Florida
– -$466K -3,926 Closed
LCM
850
Laurion Capital Management
New York
– -$456K -3,840 Closed
32 33
34
35 36