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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 %
VWA
901
Visionary Wealth Advisors
Illinois
– -$286K -2,407 Closed
HA
902
Herold Advisors
New York
– -$286K -2,405 Closed
PPWP
903
Premier Path Wealth Partners
New Jersey
– -$283K -2,380 Closed
CGL
904
Clarius Group LLC
Washington
– -$279K -2,347 Closed
SC
905
Savant Capital
Illinois
– -$278K -2,338 Closed
AWM
906
Aberdeen Wealth Management
Illinois
– -$275K -2,315 Closed
EFG
907
Everhart Financial Group
Ohio
– -$274K -2,309 Closed
EI
908
Ellevest Inc
New York
– -$272K -2,293 Closed
JWCA
909
J.W. Cole Advisors
Florida
– -$269K -2,261 Closed
JWM
910
Jeppson Wealth Management
California
– -$267K -2,248 Closed
PTC
911
Philadelphia Trust Company
Pennsylvania
– -$259K -2,180 Closed
SB
912
Strategic Blueprint
Georgia
– -$258K -2,175 Closed
MFG
913
Merit Financial Group
Georgia
– -$256K -2,154 Closed
CI
914
Conning Inc
Connecticut
– -$252K -2,121 Closed
GL
915
Graypoint LLC
New York
– -$251K -2,114 Closed
CK
916
Cohen Klingenstein
New York
– -$249K -2,100 Closed
IIC
917
Integrated Investment Consultants
Michigan
– -$223K -2,095 Closed
Wolverine Trading
918
Wolverine Trading
Illinois
– -$247K -2,080 Closed
ECM
919
Evergreen Capital Management
Washington
– -$247K -2,080 Closed
SF
920
Synovus Financial
Georgia
– -$246K -2,068 Closed
MWM
921
Mission Wealth Management
California
– -$243K -2,045 Closed
Baird Financial Group
922
Baird Financial Group
Wisconsin
– -$239K -2,016 Closed
HA
923
Harbor Advisors
Florida
– -$238K -2,000 Closed
MPAM
924
Murphy Pohlad Asset Management
Minnesota
– -$238K -2,000 Closed
JWM
925
Jupiter Wealth Management
Colorado
– -$238K -2,000 Closed
35 36
37
38 39