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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 %
CF
276
Concorde Financial
Texas
$2M +$2M +20,135 New
Truist Financial
277
Truist Financial
North Carolina
$1.96M -$15.5K -156 -0.8%
QCM
278
Quantinno Capital Management
New York
$1.95M +$1.56M +15,673 +403%
CSS
279
Cubist Systematic Strategies
Connecticut
$1.94M +$1.94M +19,541 New
Two Sigma Investments
280
Two Sigma Investments
New York
$1.93M +$1.93M +19,377 New
US Bancorp
281
US Bancorp
Minnesota
$1.92M -$104K -1,046 -5%
SFI
282
Siemens Fonds Invest
Germany
$1.89M +$174K +1,746 +10%
EWM
283
Empirical Wealth Management
Washington
$1.8M -$122K -1,227 -6%
RFWA
284
RPg Family Wealth Advisory
Massachusetts
$1.78M +$1.78M +17,899 New
EAM
285
EFG Asset Management
Oregon
$1.78M +$280K +2,818 +19%
BF
286
BOK Financial
Oklahoma
$1.71M +$455K +4,572 +36%
NMERB
287
New Mexico Educational Retirement Board
New Mexico
$1.7M – – –
Verition Fund Management
288
Verition Fund Management
Connecticut
$1.68M +$1.68M +16,942 New
ERSOT
289
Employees Retirement System of Texas
Texas
$1.66M +$1.66M +16,729 New
Walleye Trading
290
Walleye Trading
New York
$1.64M -$4.22M -42,483 -72%
VIP
291
Vista Investment Partners
Oklahoma
$1.64M +$1.64M +16,464 New
Nomura Holdings
292
Nomura Holdings
Japan
$1.62M -$527K -5,298 -24%
VPIM
293
Vanguard Personalized Indexing Management
California
$1.61M +$181K +1,820 +13%
SAM
294
Sectoral Asset Management
Quebec, Canada
$1.6M +$109K +1,100 +7%
CAM
295
Cresset Asset Management
Illinois
$1.59M +$102K +1,027 +7%
LPT
296
Legacy Private Trust
Wisconsin
$1.58M +$1.08M +10,865 +215%
1WA
297
180 Wealth Advisors
Washington
$1.58M +$29.9K +266 +2%
NEI
298
Northwest & Ethical Investments
Ontario, Canada
$1.54M – – –
HAI
299
Hennessy Advisors Inc
California
$1.53M – – –
Pathstone Holdings
300
Pathstone Holdings
New Jersey
$1.53M +$1.53M +15,363 New
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