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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 %
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$1.28M -$9.85K -99 -0.8%
SC
327
Scotia Capital
Ontario, Canada
$1.27M -$76.5K -769 -6%
ASN
328
Advisory Services Network
Georgia
$1.26M +$564K +5,667 +80%
NA
329
NewEdge Advisors
Louisiana
$1.25M +$624K +6,172 +100%
TI
330
Tidal Investments
Wisconsin
$1.24M -$33K -332 -3%
Wealth Enhancement Advisory Services
331
Wealth Enhancement Advisory Services
Minnesota
$1.24M -$268K -2,693 -18%
MGP
332
Metis Global Partners
California
$1.23M -$307K -3,082 -20%
EFM
333
E Fund Management
China
$1.22M +$310K +3,121 +34%
PCIA
334
Prime Capital Investment Advisors
Kansas
$1.22M -$499K -5,021 -29%
KRSITF
335
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.18M +$34.6K +348 +3%
PCM
336
Princeton Capital Management
New Jersey
$1.17M -$280K -2,816 -19%
AWA
337
Arkadios Wealth Advisors
Georgia
$1.17M -$74.7K -751 -6%
GAA
338
Green Alpha Advisors
Colorado
$1.15M -$13.2K -133 -1%
BPA
339
Beacon Pointe Advisors
California
$1.15M -$228K -2,295 -17%
A
340
AustralianSuper
Australia
$1.14M -$4.04M -40,587 -78%
DIA
341
Dana Investment Advisors
Wisconsin
$1.12M +$741K +7,453 +193%
OPA
342
Old Port Advisors
Maine
$1.11M -$125K -1,259 -10%
EP
343
Edgestream Partners
New Jersey
$1.1M +$1.1M +11,088 New
LA
344
LM Advisors
California
$1.1M +$1.1M +11,052 New
ML
345
McAdam LLC
Pennsylvania
$1.09M +$252K +2,529 +30%
RG
346
Rathbones Group
United Kingdom
$1.08M +$136K +1,371 +14%
LCM
347
Legato Capital Management
California
$1.08M – – –
NMIMC
348
Northwestern Mutual Investment Management Company
Wisconsin
$1.04M +$4.87K +49 +0.5%
MFAM
349
Motley Fool Asset Management
Virginia
$1.04M +$68K +684 +7%
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$1.04M +$42.5K +427 +4%
12 13
14
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