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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 %
DP
876
Dearborn Partners
Illinois
– -$333K -2,800 Closed
AG
877
AlTi Global
New York
– -$331K -2,791 Closed
DIA
878
Dana Investment Advisors
Wisconsin
– -$331K -2,788 Closed
SW
879
SVB Wealth
Massachusetts
– -$329K -2,771 Closed
JSL
880
JT Stratford LLC
Georgia
– -$322K -2,710 Closed
KWM
881
Keebeck Wealth Management
Illinois
– -$321K -2,705 Closed
CTFG
882
Capstone Triton Financial Group
Oklahoma
– -$319K -2,683 Closed
ET
883
Equitable Trust
Tennessee
– -$313K -2,639 Closed
TA
884
TFB Advisors
Kansas
– -$313K -2,632 Closed
MGIA
885
Moneta Group Investment Advisors
Missouri
– -$311K -2,616 Closed
WANY
886
Wealthspire Advisors (New York)
New York
– -$309K -2,605 Closed
OCM
887
One Capital Management
California
– -$309K -2,602 Closed
LF
888
Lee Financial
Texas
– -$309K -2,601 Closed
SC
889
Syon Capital
California
– -$308K -2,595 Closed
RJT
890
Raymond James Trust
Florida
– -$308K -2,590 Closed
PWM
891
Perigon Wealth Management
California
– -$305K -2,570 Closed
RIA
892
Regal Investment Advisors
Michigan
– -$301K -2,537 Closed
PWP
893
Principle Wealth Partners
Connecticut
– -$297K -2,501 Closed
SMH
894
Sanders Morris Harris
Texas
– -$297K -2,500 Closed
AC
895
Avestar Capital
New York
– -$296K -2,495 Closed
PCMC
896
Private Capital Management (Colorado)
Colorado
– -$295K -2,488 Closed
AIM
897
Aigen Investment Management
New York
– -$293K -2,470 Closed
SBIA
898
Sheaff Brock Investment Advisors
Indiana
– -$293K -2,468 Closed
JJBC
899
James J. Burns & Company
New York
– -$288K -2,425 Closed
CIA
900
Concurrent Investment Advisors
Florida
– -$287K -2,413 Closed
34 35
36
37 38