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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 %
IHWM
851
Iron Horse Wealth Management
Iowa
$1.28K – – –
CWC
852
Carolinas Wealth Consulting
North Carolina
$1.28K +$1.28K +12 New
VWA
853
Valued Wealth Advisors
Utah
$1.17K -$2.24K -21 -66%
A
854
AlphaQuest
New York
$1.17K +$1.17K +11 New
RFG
855
REAP Financial Group
Texas
$1.07K -$3.2K -30 -75%
MFG
856
Mendota Financial Group
Wisconsin
$1.07K – – –
PMFA
857
Plante Moran Financial Advisors
Michigan
$1.07K – – –
CT
858
Clearstead Trust
Maine
$1.07K – – –
FDCP
859
Foster Dykema Cabot & Partners
Massachusetts
$1.07K – – –
TF
860
Tompkins Financial
New York
$1.07K – – –
MSFP
861
Mark Sheptoff Financial Planning
Connecticut
$1.07K +$1.07K +10 New
HFS
862
HBC Financial Services
Washington
$1K – – –
HBW
863
Hazlett, Burt & Watson
West Virginia
$1K – – –
UIA
864
Ulland Investment Advisors
Minnesota
$1K +$1K +8 New
ECM
865
Everence Capital Management
Indiana
$994 – – –
DWA
866
Delos Wealth Advisors
Texas
$960 +$853 +8 +800%
SWM
867
Sanctuary Wealth Management
Idaho
$959 – – –
GCS
868
Gordian Capital (Singapore)
Singapore
$959 – – –
OP
869
ORG Partners
Indiana
$947 +$210 +2 +29%
TWD
870
True Wealth Design
Ohio
$853 +$320 +3 +60%
JGIA
871
Jackson Grant Investment Advisers
Connecticut
$852 – – –
CTA
872
Colonial Trust Advisors
South Carolina
$746 -$1.07K -10 -59%
WAS
873
Winch Advisory Services
Wisconsin
$746 – – –
WCM
874
Westend Capital Management
California
$746 +$746 +7 New
FFO
875
Fortitude Family Office
Arizona
$639 – – –
33 34
35
36 37