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Moderna
MRNA

Overview Fund Activity

879 hedge funds and large institutions have $25.5B invested in Moderna in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 299 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
-77
Holders Change %
-8.05%
% of All Funds
14.01%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
81
Increased
353
Reduced
299
Closed
143
Calls
$1.7B
Puts
$1.53B
Net Calls
+$172M
Net Calls Change
+$317M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$400M
2
UBS AM
2
UBS AM
Illinois
$250M
3
FGAM
3
Financial Gravity Asset Management
Texas
$93.7M
4
Norges Bank
4
Norges Bank
Norway
$349M
5
TP
5
Theleme Partners
United Kingdom
$712M

Top Sellers

1
FP
1
Flagship Pioneering
Massachusetts
$998M
2
LPC
2
Lone Pine Capital
Connecticut
$0
3
Coatue Management
3
Coatue Management
New York
$507M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
976
Jacobi Capital Management
Pennsylvania
– -$205K -1,686 Closed
BWP
977
BSW Wealth Partners
Colorado
– -$204K -1,677 Closed
KCFA
978
Key Client Fiduciary Advisors
New Jersey
– -$204K -1,675 Closed
KIA
979
Kraematon Investment Advisors
Massachusetts
– -$203K -1,671 Closed
IWM
980
IHT Wealth Management
Illinois
– -$200K -1,649 Closed
NC
981
Nixon Capital
Texas
– -$182K -1,500 Closed
DA
982
Denali Advisors
California
– -$146K -1,200 Closed
QT
983
Quantbot Technologies
New York
– -$143K -1,173 Closed
SOW
984
State of Wyoming
Wyoming
– -$100K -823 Closed
AI
985
AXS Investments
New York
– -$89.9K -740 Closed
LFM
986
Lumina Fund Management
New York
– -$85K -700 Closed
BAM
987
Bosun Asset Management
Illinois
– -$60.8K -500 Closed
FIA
988
FNY Investment Advisers
New York
– -$60K -497 Closed
BSB
989
Bangor Savings Bank
Maine
– -$43.7K -360 Closed
CFB
990
Cullen/Frost Bankers
Texas
– -$40.9K -337 Closed
CFO
991
CVA Family Office
Colorado
– -$34K -280 Closed
OPTFSNA
992
Old Point Trust & Financial Services N A
Virginia
– -$24.3K -200 Closed
HT
993
Headlands Technologies
Illinois
– -$23.5K -193 Closed
FAM
994
Fred Alger Management
New York
– -$23.1K -190 Closed
GCM
995
Gladius Capital Management
Illinois
– -$19.7K -162 Closed
IGWM
996
ICA Group Wealth Management
Colorado
– -$14.8K -122 Closed
TFP
997
Tilia Fiduciary Partners
North Carolina
– -$13.2K -109 Closed
SF
998
Safeguard Financial
Wisconsin
– -$12K -100 Closed
MSFP
999
Mark Sheptoff Financial Planning
Connecticut
– -$12.2K -100 Closed
WP
1000
WealthPLAN Partners
Nebraska
– -$8.38K -69 Closed
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40
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