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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
State Street
Massachusetts
$1.13B
2
Invesco
Invesco
Georgia
$269M
3
UBS Group
UBS Group
Switzerland
$152M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$87.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$349M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.16B
3
Morgan Stanley
Morgan Stanley
New York
$235M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$2.84B
5
Goldman Sachs
Goldman Sachs
New York
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPAM
926
Murphy Pohlad Asset Management
Minnesota
– -$238K -2,000 Closed
PWP
927
Perfromance Wealth Partners
Illinois
– -$238K -2,000 Closed
CSPIA
928
Cary Street Partners Investment Advisory
Virginia
– -$236K -1,990 Closed
AFP
929
Ausdal Financial Partners
Iowa
– -$234K -1,967 Closed
ACM
930
Arlington Capital Management
Illinois
– -$233K -1,958 Closed
CC
931
Chicago Capital
Illinois
– -$232K -1,955 Closed
IAN
932
Integrated Advisors Network
Texas
– -$231K -1,948 Closed
SPC
933
Sigma Planning Corp
Michigan
– -$230K -1,939 Closed
FMLI
934
Fukoku Mutual Life Insurance
Japan
– -$230K -1,933 Closed
LJAC
935
L.J. Altfest & Co
New York
– -$225K -1,897 Closed
SAM
936
Silvercrest Asset Management
New York
– -$223K -1,880 Closed
IFPG
937
Intrepid Financial Planning Group
Indiana
– -$223K -1,875 Closed
BCG
938
Breakwater Capital Group
New Jersey
– -$220K -1,855 Closed
TPI
939
Trust Point Inc
Wisconsin
– -$220K -1,853 Closed
MMA
940
Miracle Mile Advisors
California
– -$219K -1,846 Closed
FFM
941
Forum Financial Management
Illinois
– -$217K -1,829 Closed
MIF
942
Mediolanum International Funds
Ireland
– -$207K -1,826 Closed
PWPS
943
Pinnacle Wealth Planning Services
Ohio
– -$217K -1,825 Closed
SQA
944
Simon Quick Advisors
New Jersey
– -$216K -1,820 Closed
FBB
945
Fulton Breakefield Broenniman
Maryland
– -$215K -1,810 Closed
ICP
946
Interchange Capital Partners
Pennsylvania
– -$212K -1,787 Closed
ACA
947
Aptus Capital Advisors
Alabama
– -$211K -1,779 Closed
WWM
948
Western Wealth Management
Colorado
– -$211K -1,774 Closed
GLA
949
Great Lakes Advisors
Illinois
– -$210K -1,767 Closed
PCM
950
Parsons Capital Management
Rhode Island
– -$209K -1,760 Closed
36 37
38
39 40