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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 %
SVCP
976
Silicon Valley Capital Partners
California
– -$6.89K -58 Closed
MIM
977
Macroview Investment Management
Maryland
– -$6.53K -55 Closed
GI
978
Gradient Investments
Minnesota
– -$6.53K -55 Closed
SSG
979
Summit Securities Group
New York
– -$6K -51 Closed
GJIA
980
Glass Jacobson Investment Advisors
Maryland
– -$5.94K -50 Closed
SA
981
Scarborough Advisors
Maryland
– -$4.63K -39 Closed
1IA
982
1620 Investment Advisors
Massachusetts
– -$3.56K -30 Closed
1832 Asset Management
983
1832 Asset Management
Ontario, Canada
– -$2.97K -25 Closed
YAL
984
Your Advocates Ltd
Texas
– -$2.97K -25 Closed
SIS
985
Strategic Investment Solutions
Illinois
– -$9.62K -25 Closed
OWA
986
Opal Wealth Advisors
New York
– -$2.02K -17 Closed
RFG
987
REAP Financial Group
Texas
– -$1.19K -10 Closed
HBW
988
Hazlett, Burt & Watson
West Virginia
– -$1K -10 Closed
SWM
989
Sanctuary Wealth Management
Idaho
– -$1.07K -9 Closed
DWA
990
Delos Wealth Advisors
Texas
– -$1.07K -9 Closed
WWM
991
Wolff Wiese Magana
California
– -$594 -5 Closed
RWM
992
Ruedi Wealth Management
Illinois
– -$475 -4 Closed
RAM
993
Riggs Asset Management
Pennsylvania
– -$357 -3 Closed
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