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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
14.02%
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 %
CP
1001
Castleview Partners
Texas
– -$6.8K -56 Closed
MCI
1002
MRP Capital Investments
Georgia
– -$6.08K -50 Closed
Loomis, Sayles & Company
1003
Loomis, Sayles & Company
Massachusetts
– -$5K -45 Closed
HS
1004
Horan Securities
United States
– -$4.31K -35 Closed
RI
1005
Ridgewood Investments
New Jersey
– -$2.43K -20 Closed
GBT
1006
Grove Bank & Trust
Florida
– -$2.43K -20 Closed
DI
1007
Disciplined Investments
Oklahoma
– -$2.43K -20 Closed
KFP
1008
KB Financial Partners
New Jersey
– -$2K -14 Closed
MA
1009
MCF Advisors
Kentucky
– -$1.7K -14 Closed
TCA
1010
Trifecta Capital Advisors
Illinois
– -$1.58K -13 Closed
WPA
1011
West Paces Advisors
Georgia
– -$1.34K -11 Closed
2L
1012
25 LLC
Missouri
– -$1.01K -8 Closed
NC
1013
NewSquare Capital
Pennsylvania
– -$972 -8 Closed
PO
1014
Private Ocean
California
– -$608 -5 Closed
BG
1015
Bollard Group
Massachusetts
– -$1K -5 Closed
CWA
1016
Clearview Wealth Advisors
Oregon
– -$608 -5 Closed
FA
1017
Fiduciary Alliance
South Carolina
– -$486 -4 Closed
FFL
1018
Financial Freedom LLC
Ohio
– -$486 -4 Closed
CWC
1019
Carolinas Wealth Consulting
North Carolina
– -$486 -4 Closed
IFAM
1020
Institutional & Family Asset Management
Colorado
– -$122 -1 Closed
HCM
1021
Hodges Capital Management
Texas
– -$586K – –
BAM
1022
Byrne Asset Management
New Jersey
– -$126K – –
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