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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 %
AIM
251
Achmea Investment Management
Netherlands
$2.76M -$117K -1,175 -4%
IVP
252
Intrinsic Value Partners
Arizona
$2.72M +$672K +6,760 +33%
PFU
253
Parus Finance (UK)
United Kingdom
$2.69M -$31.4K -316 -1%
PIMJS
254
PKO Investment Management Joint-Stock
Poland
$2.69M -$1.39M -14,000 -34%
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$2.67M -$80.5K -809 -3%
AIP
256
ARS Investment Partners
New York
$2.67M -$4.31M -43,363 -62%
GCGDR
257
Geo Capital Gestora de Recursos
Brazil
$2.66M +$11.9K +144 +0.4%
GIBU
258
Gulf International Bank (UK)
United Kingdom
$2.64M -$332K -3,336 -11%
KRS
259
Kentucky Retirement Systems
Kentucky
$2.64M +$84.7K +852 +3%
Man Group
260
Man Group
United Kingdom
$2.61M +$2.61M +26,223 New
OPERF
261
Oregon Public Employees Retirement Fund
Oregon
$2.58M +$32.3K +325 +1%
MSRPS
262
Maryland State Retirement & Pension System
Maryland
$2.55M – – –
IIM
263
INTECH Investment Management
Florida
$2.51M -$7.73M -77,684 -76%
Natixis Advisors
264
Natixis Advisors
Massachusetts
$2.45M +$466K +4,688 +24%
IC
265
Ikarian Capital
Texas
$2.44M +$2.44M +24,546 New
SC
266
Slow Capital
California
$2.42M +$380K +3,816 +19%
Kayne Anderson Rudnick Investment Management
267
Kayne Anderson Rudnick Investment Management
California
$2.36M -$102K -1,022 -4%
Corient Private Wealth
268
Corient Private Wealth
Florida
$2.36M +$284K +2,855 +14%
Nisa Investment Advisors
269
Nisa Investment Advisors
Missouri
$2.34M -$2.78M -27,949 -54%
Mariner
270
Mariner
Kansas
$2.32M +$307K +3,090 +15%
Cambridge Investment Research Advisors
271
Cambridge Investment Research Advisors
Iowa
$2.31M -$629K -6,329 -21%
HIMCH
272
Hartford Investment Management Co (HIMCO)
Connecticut
$2.22M -$21.2K -213 -0.9%
NAH
273
Neumann Advisory (HK)
Hong Kong
$2.2M – – –
SAM
274
Securian Asset Management
Minnesota
$2.08M -$271K -2,730 -12%
NIM
275
NEOS Investment Management
Connecticut
$2.01M +$403K +4,049 +25%
9 10
11
12 13