MRNA icon

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 %
GWMIA
976
Global Wealth Management Investment Advisory
Florida
– -$18.7K -181 Closed
PP
977
PrairieView Partners
Minnesota
– -$18K -175 Closed
RW
978
RVW Wealth
California
– -$17.6K -170 Closed
EARNEST Partners
979
EARNEST Partners
Georgia
– -$16.6K -161 Closed
GA
980
GoalVest Advisory
New York
– -$12.7K -123 Closed
RA
981
Rational Advisors
New York
– -$14.3K -118 Closed
MFT
982
Moisand Fitzgerald Tamayo
Florida
– -$10.3K -100 Closed
FRA
983
Front Row Advisors
California
– -$10.3K -100 Closed
PP
984
Paloma Partners
Connecticut
– -$7.95K -77 Closed
MIM
985
Macroview Investment Management
Maryland
– -$7.75K -75 Closed
TLA
986
Tanglewood Legacy Advisors
Texas
– -$7.54K -73 Closed
AWM
987
Atticus Wealth Management
Florida
– -$7.23K -70 Closed
JGCM
988
Joseph Group Capital Management
Ohio
– -$6.2K -60 Closed
DCM
989
Davidson Capital Management
Texas
– -$4.75K -46 Closed
NIC
990
Northwest Investment Counselors
Oregon
– -$4.65K -45 Closed
CAM
991
Costello Asset Management
Pennsylvania
– -$4.13K -40 Closed
CWM
992
Compass Wealth Management
Connecticut
– -$3.62K -35 Closed
WWP
993
WR Wealth Planners
Missouri
– -$2.89K -28 Closed
AGWCA
994
Annis Gardner Whiting Capital Advisors
Florida
– -$2.48K -24 Closed
SIA
995
SkyView Investment Advisors
New Jersey
– -$2K -22 Closed
TAM
996
Tucker Asset Management
Colorado
– -$2.07K -20 Closed
RTL
997
Red Tortoise LLC
Georgia
– -$1.65K -16 Closed
WT
998
Whittier Trust
California
– -$1.34K -13 Closed
CCP
999
Carmel Capital Partners
California
– -$1.14K -11 Closed
PCTC
1000
Perkins Coie Trust Company
Washington
– -$1.03K -10 Closed
37 38 39
40
41