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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 %
PMFA
851
Plante Moran Financial Advisors
Michigan
$1.03K – – –
FC
852
Family CFO
California
$1.03K +$1.03K +10 New
CT
853
Clearstead Trust
Maine
$1.03K +$1.03K +10 New
PCTC
854
Perkins Coie Trust Company
Washington
$1.03K +$1.03K +10 New
WAS
855
Winch Advisory Services
Wisconsin
$1K -$17.9K -125 -95%
HBW
856
Hazlett, Burt & Watson
West Virginia
$1K -$4.5K -45 -82%
FDCC
857
Foster Dykema Cabot & Co
Massachusetts
$1K – – –
HFS
858
HBC Financial Services
Washington
$1K – – –
SWM
859
Sanctuary Wealth Management
Idaho
$930 – – –
GCS
860
Gordian Capital (Singapore)
Singapore
$929 – – –
ECM
861
Everence Capital Management
Indiana
$843 – – –
TCM
862
Tradewinds Capital Management
Washington
$827 – – –
JGIA
863
Jackson Grant Investment Advisers
Connecticut
$826 – – –
TFM
864
TFC Financial Management
Massachusetts
$724 -$207 -2 -22%
FWM
865
Focused Wealth Management
New York
$723 – – –
NSIM
866
North Star Investment Management
Illinois
$620 – – –
AP
867
Arlington Partners
Alabama
$620 – – –
AT
868
Arlington Trust
Alabama
$620 +$620 +6 New
TWD
869
True Wealth Design
Ohio
$517 – – –
WA
870
WestEnd Advisors
North Carolina
$516 +$516 +5 New
PBK
871
Peoples Bank (Kansas)
Kansas
$516 +$516 +5 New
TWP
872
TFO Wealth Partners
Ohio
$486 +$365 +3 +300%
CTA
873
Colonial Trust Advisors
South Carolina
$310 -$723 -7 -70%
TIM
874
Thompson Investment Management
Wisconsin
$207 – – –
DWA
875
Delos Wealth Advisors
Texas
$114 – – –
33 34
35
36 37