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Moderna
MRNA

Overview Fund Activity

873 hedge funds and large institutions have $26.1B invested in Moderna in 2023 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 267 increasing their positions, 335 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
-6
Holders Change %
-0.68%
% of All Funds
12.8%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
138
Increased
267
Reduced
335
Closed
132
Calls
$1.9B
Puts
$1.43B
Net Calls
+$468M
Net Calls Change
+$295M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.37B
2
Morgan Stanley
2
Morgan Stanley
New York
$873M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$636M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$719M
5
State Street
5
State Street
Massachusetts
$1.45B

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$7.7M
2
Coatue Management
2
Coatue Management
New York
$326M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Parnassus Investments
4
Parnassus Investments
California
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
951
Perigon Wealth Management
California
– -$229K -2,220 Closed
NFC
952
Northeast Financial Consultants
Connecticut
– -$228K -2,210 Closed
CA
953
Continuum Advisory
Idaho
– -$228K -2,206 Closed
GIA
954
Gladstone Institutional Advisory
Florida
– -$225K -2,176 Closed
LSPW
955
Lake Street Private Wealth
Illinois
– -$215K -2,146 Closed
YIH
956
Y-Intercept (HK)
Hong Kong
– -$221K -2,143 Closed
RWM
957
Ritholtz Wealth Management
New York
– -$219K -2,122 Closed
WE
958
Wealth Effects
Massachusetts
– -$218K -2,106 Closed
CIM
959
CIM Investment Management
Pennsylvania
– -$217K -2,104 Closed
MWM
960
MinichMacGregor Wealth Management
New York
– -$210K -2,035 Closed
MAS
961
Meeder Advisory Services
Ohio
– -$206K -1,997 Closed
MPM
962
Meritage Portfolio Management
Kansas
– -$203K -1,967 Closed
SIM
963
Sentry Investment Management
Wisconsin
– -$191K -1,852 Closed
HI
964
Hoey Investments
Pennsylvania
– -$141K -1,363 Closed
CSPIA
965
Cary Street Partners Investment Advisory
Virginia
– -$122K -1,184 Closed
SIS
966
Strategic Investment Solutions
Illinois
– -$105K -945 Closed
CA
967
Crewe Advisors
Utah
– -$69.8K -676 Closed
QP
968
Quilter Plc
United Kingdom
– -$575K -576 Closed
BAAM
969
Baker Avenue Asset Management
California
– -$28.4K -275 Closed
RTC
970
Riverview Trust Company
Washington
– -$28.1K -272 Closed
AF
971
Arrow Financial
New York
– -$25.8K -250 Closed
SCA
972
Stonebridge Capital Advisors
Minnesota
– -$25.3K -245 Closed
SC
973
SouthState Corp
Florida
– -$22.7K -220 Closed
RFA
974
Resurgent Financial Advisors
Georgia
– -$21.1K -204 Closed
FCMT
975
Founders Capital Management (Texas)
Texas
– -$20.7K -200 Closed
37 38
39
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