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Moderna
MRNA

Overview Fund Activity

889 hedge funds and large institutions have $28.1B invested in Moderna in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 328 increasing their positions, 292 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+16
Holders Change %
+1.83%
% of All Funds
12.89%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
108
Increased
328
Reduced
292
Closed
80
Calls
$1.61B
Puts
$1.32B
Net Calls
+$288M
Net Calls Change
-$179M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.45B
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.16B
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$282M
4
AIM
ARK Investment Management
Florida
$130M
5
UBS AM
UBS AM
Illinois
$391M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$585M
2
Coatue Management
Coatue Management
New York
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$597M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$154M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$4.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
201
Pacer Advisors
Pennsylvania
$4.41M -$429K -4,024 -9%
FMI
202
Factory Mutual Insurance
Massachusetts
$4.37M – – –
AAMU
203
APG Asset Management US
New York
$4.35M -$2.27M -21,456 -34%
OC
204
Oppenheimer & Co
New York
$4.29M +$875K +8,214 +26%
JF
205
Jump Financial
Illinois
$4.28M +$2.8M +26,294 +190%
Comerica Bank
206
Comerica Bank
Texas
$4.26M -$716K -6,717 -14%
PFM
207
Privium Fund Management
Netherlands
$4.25M -$426K -4,000 -9%
YCM
208
Yousif Capital Management
Michigan
$4.15M -$40.6K -381 -1%
BCIM
209
British Columbia Investment Management
British Columbia, Canada
$4.12M +$155K +1,454 +4%
SC
210
Slow Capital
California
$4.06M +$1.46M +13,718 +56%
CGPCS
211
Capital Group Private Client Services
California
$4.04M +$802K +7,524 +25%
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$3.98M +$1.47M +13,823 +59%
QCM
213
QRG Capital Management
Illinois
$3.89M -$3.01M -28,220 -44%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$3.89M +$1.02M +9,612 +36%
LPU
215
Lansdowne Partners (UK)
United Kingdom
$3.84M -$3.52M -33,000 -48%
DADC
216
D.A. Davidson & Co
Montana
$3.83M +$303K +2,840 +9%
IGAM
217
iA Global Asset Management
Quebec, Canada
$3.83M +$171K +1,609 +5%
PP
218
PDT Partners
New York
$3.8M -$160K -1,499 -4%
Kovitz Investment Group Partners
219
Kovitz Investment Group Partners
Illinois
$3.79M +$120K +1,130 +3%
ERSOT
220
Employees Retirement System of Texas
Texas
$3.79M +$2M +18,787 +112%
HW
221
Hamilton Wealth
California
$3.65M -$4.04M -37,907 -53%
FGAM
222
Financial Gravity Asset Management
Texas
$3.62M -$14.7M -142,742 -80%
Schroder Investment Management Group
223
Schroder Investment Management Group
United Kingdom
$3.6M +$177K +1,662 +5%
CTC (Chicago Trading Company)
224
CTC (Chicago Trading Company)
Illinois
$3.53M +$3.53M +33,141 New
Group One Trading
225
Group One Trading
Illinois
$3.53M -$2.32M -21,750 -40%
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