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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 %
PCG
951
Prosperity Consulting Group
Maryland
– -$208K -1,748 Closed
EWM
952
Empirical Wealth Management
Washington
– -$207K -1,745 Closed
EA
953
Emerald Advisers
Pennsylvania
– -$206K -1,736 Closed
LCGC
954
Legacy Capital Group California
California
– -$204K -1,719 Closed
TIA
955
Trust Investment Advisors
Indiana
– -$204K -1,718 Closed
CIM
956
CIM Investment Management
Pennsylvania
– -$203K -1,707 Closed
WAP
957
Wealthcare Advisory Partners
Pennsylvania
– -$202K -1,700 Closed
CH
958
Cromwell Holdings
Wyoming
– -$121K -1,021 Closed
CM
959
Capula Management
Cayman Islands
– -$97K -817 Closed
LIA
960
Lynx Investment Advisory
District of Columbia
– -$95K -800 Closed
TSWM
961
Tyler-Stone Wealth Management
Ohio
– -$51.1K -430 Closed
PIM
962
Plato Investment Management
Australia
– -$49K -413 Closed
HMS
963
Hanseatic Management Services
New Mexico
– -$47.5K -400 Closed
KFS
964
Kelly Financial Services
Massachusetts
– -$40.9K -344 Closed
TFF
965
The Family Firm
Maryland
– -$32.9K -277 Closed
HFM
966
Hartford Financial Management
Connecticut
– -$29.7K -250 Closed
CAS
967
Coppell Advisory Solutions
Texas
– -$28.7K -242 Closed
ATPW
968
Ashton Thomas Private Wealth
Arizona
– -$26.2K -221 Closed
EC
969
EdgeRock Capital
Colorado
– -$24K -202 Closed
GGI
970
Godsey & Gibb Inc
Virginia
– -$20.9K -176 Closed
RTC
971
Riverview Trust Company
Washington
– -$20.5K -173 Closed
AEPWM
972
Atlantic Edge Private Wealth Management
Florida
– -$15.4K -130 Closed
T
973
Tidemark
California
– -$15.1K -127 Closed
DSC
974
Duncker Streett & Co
Missouri
– -$11.3K -95 Closed
RFG
975
RFP Financial Group
Georgia
– -$7.72K -65 Closed
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