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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 %
KFP
1126
KB Financial Partners
New Jersey
– – -29 Closed
BHWM
1127
Beaird Harris Wealth Management
Texas
– – -26 Closed
MUMSS
1128
Mitsubishi UFJ Morgan Stanley Securities
Japan
– – -20 Closed
RTL
1129
Red Tortoise LLC
Georgia
– – -20 Closed
SC
1130
Sierra Capital
Florida
– – -17 Closed
RFS
1131
Retirement Financial Solutions
Tennessee
– – -10 Closed
FPFS
1132
First Personal Financial Services
North Carolina
– – -8 Closed
CWC
1133
Carolinas Wealth Consulting
North Carolina
– – -6 Closed
TCA
1134
Trifecta Capital Advisors
Illinois
– – -6 Closed
BWM
1135
Baystate Wealth Management
Massachusetts
– – -5 Closed
SFCL
1136
Strengthening Families & Communities LLC
Massachusetts
– – -4 Closed
CWM
1137
Cranbrook Wealth Management
Michigan
– – -4 Closed
FA
1138
Fiduciary Alliance
South Carolina
– – -4 Closed
JSAM
1139
J. Safra Asset Management
New York
– – -2 Closed
HF
1140
Halpern Financial
Virginia
– – -1 Closed
SPM
1141
Symmetry Peak Management
Pennsylvania
– – – –
CMTU
1142
Capital Markets Trading (UK)
United Kingdom
– – – –
LP
1143
LMR Partners
United Kingdom
– – – –
MTIM
1144
Marathon Trading Investment Management
Pennsylvania
– – – –
PM
1145
Precept Management
Texas
– – – –
HT
1146
HAP Trading
New York
– – – –
UOC
1147
UBS O'Connor
Illinois
– – – –
PP
1148
Paloma Partners
Connecticut
– – – –
CCM
1149
CAAS Capital Management
New York
– – – –
SC
1150
Shay Capital
New York
– – – –
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