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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 %
TSW
851
Three Seasons Wealth
Utah
– -$454K -3,821 Closed
PCIA
852
Prime Capital Investment Advisors
Kansas
– -$429K -3,613 Closed
WG
853
Winton Group
United Kingdom
– -$426K -3,584 Closed
SP
854
Symmetry Partners
Connecticut
– -$413K -3,474 Closed
GT
855
Glenmede Trust
Pennsylvania
– -$411K -3,463 Closed
BIAS
856
Beacon Investment Advisory Services
New Jersey
– -$409K -3,447 Closed
MAS
857
Meeder Advisory Services
Ohio
– -$409K -3,447 Closed
DWM
858
Dakota Wealth Management
Florida
– -$386K -3,254 Closed
BFM
859
Boothbay Fund Management
New York
– -$386K -3,250 Closed
PI
860
PFG Investments
New York
– -$379K -3,193 Closed
FRA
861
Frank Rimerman Advisors
California
– -$374K -3,152 Closed
BHCM
862
Brevan Howard Capital Management
Jersey
– -$374K -3,146 Closed
WPC
863
Wedmont Private Capital
Pennsylvania
– -$373K -3,075 Closed
RWP
864
RWA Wealth Partners
Massachusetts
– -$363K -3,056 Closed
CPSC
865
Carl P. Sherr & Co
Massachusetts
– -$361K -3,043 Closed
AIM
866
Aquila Investment Management
New York
– -$356K -3,000 Closed
CHAM
867
Clear Harbor Asset Management
Connecticut
– -$350K -2,948 Closed
KA
868
Klingman & Associates
New York
– -$345K -2,906 Closed
SCA
869
Snowden Capital Advisors
New York
– -$344K -2,897 Closed
MIA
870
MMBG Investment Advisors
Florida
– -$340K -2,860 Closed
GKWIM
871
Gerber Kawasaki Wealth & Investment Management
California
– -$337K -2,839 Closed
BFC
872
Blue Fin Capital
Rhode Island
– -$335K -2,819 Closed
PAS
873
Park Avenue Securities
New York
– -$334K -2,811 Closed
FPAS
874
Focus Partners Advisor Solutions
Missouri
– -$333K -2,805 Closed
CAS
875
CTC Alternative Strategies
Illinois
– -$333K -2,800 Closed
33 34
35
36 37