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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
Fidelity Investments
Massachusetts
$1.45B
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.16B
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$282M
4
AIM
ARK Investment Management
Florida
$130M
5
UBS AM
UBS AM
Illinois
$391M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$585M
2
Coatue Management
Coatue Management
New York
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$597M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$154M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$4.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
876
Core Alternative Capital
Georgia
$533 -$12.8K -120 -96%
WWM
877
Wolff Wiese Magana
California
$533 -$2.13K -20 -80%
WA
878
WestEnd Advisors
North Carolina
$533 – – –
CPA
879
Clear Point Advisors
New York
$533 – – –
WTC
880
WhitTier Trust Company
Nevada
$532 +$213 +2 +67%
TCM
881
TruNorth Capital Management
Michigan
$426 +$426 +4 New
TIM
882
Thompson Investment Management
Wisconsin
$409 +$205 +2 +100%
CAM
883
ClariVest Asset Management
California
$332 +$332 +3 New
AGWCA
884
Annis Gardner Whiting Capital Advisors
Florida
$320 +$320 +3 New
AFWM
885
Abich Financial Wealth Management
Virginia
$213 +$213 +2 New
TWP
886
TFO Wealth Partners
Ohio
$107 – – –
DFA
887
DHJJ Financial Advisors
Illinois
$107 – – –
LG
888
LAM Group
Oregon
$107 – – –
DWM
889
Dogwood Wealth Management
Kansas
$4 -$5 – –
RDFA
890
Ritter Daniher Financial Advisory
Ohio
$2 -$2 – –
Coatue Management
891
Coatue Management
New York
– -$326M -3,273,052 Closed
UE
892
Unisphere Establishment
Liechtenstein
– -$59.7M -600,000 Closed
CCM
893
Camber Capital Management
Massachusetts
– -$24.9M -250,000 Closed
Adage Capital Partners
894
Adage Capital Partners
Massachusetts
– -$24.8M -249,453 Closed
Parallax Volatility Advisers
895
Parallax Volatility Advisers
California
– -$9.55M -96,046 Closed
AAF
896
Andra AP-fonden
Sweden
– -$9.23M -92,800 Closed
TCM
897
Tang Capital Management
California
– -$7.63M -76,700 Closed
EAM
898
Erste Asset Management
Austria
– -$5.71M -57,800 Closed
N
899
Natixis
France
– -$4.95M -49,769 Closed
SAM
900
Sycomore Asset Management
France
– -$4.67M -46,332 Closed
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36
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