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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 %
GI
851
Gradient Investments
Minnesota
– -$7K -100 Closed
SFP
852
Sterling Financial Planning
New Jersey
– -$10K -100 Closed
BHWM
853
Bay Harbor Wealth Management
Maryland
– -$6K -62 Closed
KCM
854
Kathmere Capital Management
Pennsylvania
– -$5K -50 Closed
ABC
855
Associated Banc-Corp
Wisconsin
– -$5K -46 Closed
ICM
856
Islay Capital Management
Texas
– -$4K -40 Closed
PCA
857
Peddock Capital Advisors
Massachusetts
– -$4K -39 Closed
ONST
858
Old North State Trust
North Carolina
– -$4K -35 Closed
CCM
859
Cribstone Capital Management
Maine
– -$3K -30 Closed
MSFP
860
Mark Sheptoff Financial Planning
Connecticut
– -$3K -25 Closed
FNBOSM
861
First National Bank of South Miami
Florida
– -$2K -20 Closed
MLFP
862
MPS Loria Financial Planners
Illinois
– -$2K -20 Closed
DWP
863
Destiny Wealth Partners
Florida
– -$1K -13 Closed
PI
864
PineBridge Investments
New York
– -$1K -13 Closed
BC
865
Belmont Capital
California
– -$1K -13 Closed
RA
866
Resolute Advisors
California
– -$1K -11 Closed
WFA
867
West Financial Advisors
Iowa
– -$1K -10 Closed
AWG
868
Altus Wealth Group
Colorado
– -$1K -10 Closed
APC
869
Aspire Private Capital
North Carolina
– -$1K -10 Closed
DTIM
870
Danda Trouve Investment Management
Kansas
– -$1K -10 Closed
BFC
871
Bedel Financial Consulting
Indiana
– -$1K -10 Closed
VCG
872
Vantage Consulting Group
Virginia
– -$1K -6 Closed
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