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Moderna
MRNA

Overview Fund Activity

1,005 hedge funds and large institutions have $38.4B invested in Moderna in 2023 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 330 increasing their positions, 388 reducing their positions, and 138 closing their positions.

Holders
1,005
Holders Change
-58
Holders Change %
-5.46%
% of All Funds
16.09%
Holding in Top 10
18
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-45.45%
% of All Funds
0.29%
New
108
Increased
330
Reduced
388
Closed
138
Calls
$2.22B
Puts
$1.86B
Net Calls
+$361M
Net Calls Change
+$40.9M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$7.14B
2
Capital International Investors
2
Capital International Investors
California
$208M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$289M
4
Morgan Stanley
4
Morgan Stanley
New York
$760M
5
Invesco
5
Invesco
Georgia
$356M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$15.3M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$248M
3
BlackRock
3
BlackRock
New York
$3.85B
4
Barclays
4
Barclays
United Kingdom
$101M
5
Citigroup
5
Citigroup
New York
$108M
Name Market Value Shares Shares
Change 		Shares
Change %
DTL
1076
Dynamic Technology Lab
Singapore
– – -1,327 Closed
APA
1077
Astoria Portfolio Advisors
New York
– – -1,323 Closed
ZIM
1078
Zacks Investment Management
Illinois
– – -1,316 Closed
MPW
1079
MGO Private Wealth
California
– – -1,315 Closed
LBC
1080
Lawrence B. Cohen
– – -1,305 Closed
EWM
1081
Evercore Wealth Management
New York
– – -1,287 Closed
NW
1082
Naviter Wealth
Arkansas
– – -1,277 Closed
CIA
1083
Capital Investment Advisors
Georgia
– – -1,275 Closed
P
1084
Pitcairn
Pennsylvania
– – -1,275 Closed
VAS
1085
Vestmark Advisory Solutions
Massachusetts
– – -1,273 Closed
SFO
1086
Stokes Family Office
Louisiana
– – -1,257 Closed
FPAS
1087
Focus Partners Advisor Solutions
Missouri
– – -1,252 Closed
ETM
1088
Euclidean Technologies Management
Washington
– – -1,246 Closed
MIG
1089
McGuire Investment Group
Rhode Island
– – -1,235 Closed
SF
1090
Synovus Financial
Georgia
– – -1,235 Closed
RCA
1091
Ranch Capital Advisors
Florida
– – -1,231 Closed
Koshinski Asset Management
1092
Koshinski Asset Management
Illinois
– – -1,185 Closed
CCA
1093
Childress Capital Advisors
Texas
– – -1,176 Closed
AWC
1094
Adamsbrown Wealth Consultants
Kansas
– – -1,171 Closed
SB
1095
Strategic Blueprint
Georgia
– – -1,163 Closed
WWM
1096
Western Wealth Management
Colorado
– – -1,162 Closed
PFM
1097
Patton Fund Management
Texas
– – -1,155 Closed
FAIM
1098
Financial Advocates Investment Management
Washington
– – -1,130 Closed
CHAM
1099
Clear Harbor Asset Management
Connecticut
– – -1,125 Closed
CIAS
1100
Capital Investment Advisory Services
North Carolina
– – -1,114 Closed
42 43
44
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