MRNA icon

Moderna
MRNA

Overview Fund Activity

873 hedge funds and large institutions have $26.1B invested in Moderna in 2023 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 267 increasing their positions, 335 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
-6
Holders Change %
-0.68%
% of All Funds
12.8%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
138
Increased
267
Reduced
335
Closed
132
Calls
$1.9B
Puts
$1.43B
Net Calls
+$468M
Net Calls Change
+$295M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.37B
2
Morgan Stanley
2
Morgan Stanley
New York
$873M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$636M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$719M
5
State Street
5
State Street
Massachusetts
$1.45B

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$7.7M
2
Coatue Management
2
Coatue Management
New York
$326M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Parnassus Investments
4
Parnassus Investments
California
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
226
Bridgeway Capital Management
Texas
$3.49M -$1.77M -17,800 -34%
William Blair & Company
227
William Blair & Company
Illinois
$3.47M -$633K -6,369 -15%
Two Sigma Advisers
228
Two Sigma Advisers
New York
$3.46M +$3.46M +34,800 New
Kovitz Investment Group Partners
229
Kovitz Investment Group Partners
Illinois
$3.42M -$359K -3,605 -9%
IGAM
230
iA Global Asset Management
Quebec, Canada
$3.41M +$255K +2,568 +8%
DADC
231
D.A. Davidson & Co
Montana
$3.29M +$2.29M +22,988 +227%
LCM
232
Laurion Capital Management
New York
$3.26M +$3.26M +32,800 New
BCV
233
Banque Cantonale Vaudoise
Switzerland
$3.23M -$355K -3,565 -10%
Swedbank
234
Swedbank
Sweden
$3.22M +$194K +1,949 +6%
KHLMTHM
235
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.2M – – –
Schroder Investment Management Group
236
Schroder Investment Management Group
United Kingdom
$3.19M -$882K -8,867 -22%
OC
237
Oppenheimer & Co
New York
$3.19M -$1.25M -12,611 -28%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.14M -$35.6K -358 -1%
VSAM
239
Value Star Asset Management
Hong Kong
$3.11M +$3.11M +31,249 New
ACL
240
APEIRON Capital Ltd
Hong Kong
$3.1M +$1.52M +15,300 +96%
Nordea Investment Management
241
Nordea Investment Management
Sweden
$3.08M -$684K -6,940 -18%
Franklin Resources
242
Franklin Resources
California
$3.07M -$56.3K -566 -2%
CAN
243
Cetera Advisor Networks
California
$3.04M +$897K +9,016 +42%
CGPCS
244
Capital Group Private Client Services
California
$3.02M -$308K -3,096 -9%
RPSA
245
Richard P. Slaughter Associates
Texas
$2.98M +$998K +10,036 +50%
GAM
246
Groupama Asset Management
France
$2.88M +$2.88M +28,973 New
SMDAM
247
Sumitomo Mitsui DS Asset Management
Japan
$2.88M +$30.4K +306 +1%
MTIM
248
Marathon Trading Investment Management
Pennsylvania
$2.84M +$2.14M +21,531 +308%
CIBC World Market
249
CIBC World Market
Ontario, Canada
$2.82M -$3.51M -35,335 -55%
EMPI
250
Elo Mutual Pension Insurance
Finland
$2.82M +$122K +1,230 +5%
8 9
10
11 12