Moderna, Inc. (MRNA): A Bull Case Theory
We came across a bullish thesis on Moderna, Inc. (MRNA) on Natan’s Substack. In this article, we will summarize the bulls’ thesis on MRNA. Moderna, Inc.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Theleme Partners Patrick Degorce | 7,242,390 | $205,321,756 | -1% | 16.14% |
2. | D E Shaw D. E. Shaw | 5,636,151 | $159,784,881 | +219% | 0.14% |
3. | 4,895,300 | $138,781,755 | +44% | 0.03% | |
4. | 3,931,400 | $111,455,190 | +15% | 0.02% | |
5. | Two Sigma Advisors John Overdeck And David Siegel | 3,808,500 | $107,970,975 | +3573% | 0.24% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$31.53 | 57,493 | $1,812,754.29 | 9,210,686 | 2025-03-03 | Filing | |
$31.04 | 102,821 | $3,191,563.84 | 9,153,193 | 2025-03-03 | Filing | |
$31.76 | 31,620 | $1,004,251.20 | 312,027 | 2025-03-03 | Filing | |
$19.00 | 52,631 | $999,989.00 | 420,407 | 2020-02-14 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$28.00 | 312 | $8,736.00 | 580 | 2025-06-11 | Filing | |
$44.68 | 529 | $23,637.31 | 20,446 | 2024-12-09 | Filing | |
$43.30 | 112 | $4,849.28 | 19,837 | 2024-12-03 | Filing | |
$43.30 | 314 | $13,595.29 | 1,443,904 | 2024-12-03 | Filing | |
$42.79 | 1,420 | $60,760.52 | 11,066 | 2024-11-29 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 40,396,513 | $1,145,241,144 | 0.02% | |
2. | 27,181,154 | $770,585,733 | 0.02% | |
3. | 24,948,558 | $707,291,620 | 0.62% | |
4. | 21,130,029 | $599,036,329 | 0.04% | |
5. | 17,778,558 | $504,022,119 | 0.02% |