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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 %
CW
926
Connectus Wealth
Ohio
– -$421K -4,237 Closed
AWM
927
AE Wealth Management
Kansas
– -$419K -4,117 Closed
GCP
928
GSA Capital Partners
United Kingdom
– -$269K -2,703 Closed
NVCHI
929
New Vernon Capital Holdings II
New Jersey
– -$261K -2,623 Closed
OPS
930
Orion Portfolio Solutions
Nebraska
– -$293K -2,538 Closed
BCI
931
Brinker Capital Investments
Pennsylvania
– -$293K -2,538 Closed
AWA
932
Arete Wealth Advisors
Illinois
– -$247K -2,501 Closed
VW
933
Vantage Wealth
California
– -$245K -2,460 Closed
JJBC
934
James J. Burns & Company
New York
– -$241K -2,425 Closed
BC
935
Bridgefront Capital
Texas
– -$237K -2,381 Closed
LA
936
Lifeworks Advisors
Michigan
– -$234K -2,351 Closed
IAS
937
Insigneo Advisory Services
Florida
– -$225K -2,260 Closed
CAG
938
Csenge Advisory Group
Florida
– -$222K -2,228 Closed
Fisher Asset Management
939
Fisher Asset Management
Washington
– -$206K -2,067 Closed
SRL
940
Scientech Research LLC
New Jersey
– -$205K -2,058 Closed
DTL
941
Dynamic Technology Lab
Singapore
– -$200K -2,014 Closed
IUHSA
942
Itau Unibanco Holding S.A.
Brazil
– -$147K -1,478 Closed
CC
943
Centiva Capital
New York
– -$91.3K -918 Closed
HIIFS
944
Harel Insurance Investments & Financial Services
Israel
– -$71K -720 Closed
Belvedere Trading
945
Belvedere Trading
Illinois
– -$69.9K -703 Closed
EC
946
EntryPoint Capital
New York
– -$54.9K -552 Closed
EP
947
Elkhorn Partners
Nebraska
– -$55K -550 Closed
LIWM
948
Long Island Wealth Management
New York
– -$33K -330 Closed
ORAM
949
One River Asset Management
Connecticut
– -$24.6K -247 Closed
FWM
950
Focused Wealth Management
New York
– -$24.3K -244 Closed
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