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 %
Mawer Investment Management
26
Mawer Investment Management
Alberta, Canada
$179M -$2.53M -25,399 -1%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$130M -$52.8M -530,849 -29%
Barclays
28
Barclays
United Kingdom
$110M +$16.2M +163,264 +17%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$110M -$38.5M -387,543 -26%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$108M +$15.3M +154,112 +17%
Deutsche Bank
31
Deutsche Bank
Germany
$103M +$27.1M +272,868 +36%
Swiss National Bank
32
Swiss National Bank
Switzerland
$101M -$3.05M -30,700 -3%
FGAM
33
Financial Gravity Asset Management
Texas
$95.4M +$9.25M +17,243 +11%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$91.6M -$3.82M -38,413 -4%
First Trust Advisors
35
First Trust Advisors
Illinois
$88.8M +$10.2M +102,251 +13%
UBS Group
36
UBS Group
Switzerland
$86.8M -$11.9M -119,743 -12%
CS
37
Credit Suisse
Switzerland
$84.7M -$8.19M -82,397 -9%
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$83.9M -$6.72M -67,536 -7%
Amundi
39
Amundi
France
$83.1M +$20.7M +187,810 +33%
Bank of America
40
Bank of America
North Carolina
$75.4M -$25.5M -256,364 -25%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$72.3M +$17.9M +179,759 +33%
National Pension Service
42
National Pension Service
South Korea
$70.8M +$1.99M +19,961 +3%
Jane Street
43
Jane Street
New York
$69.2M +$33.3M +334,530 +93%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$68.8M +$3.32M +33,374 +5%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$63.5M +$88.7K +892 +0.1%
AssetMark Inc
46
AssetMark Inc
California
$61.6M +$40.1M +403,428 +187%
Capital International Investors
47
Capital International Investors
California
$61M -$696 -7 -0%
UE
48
Unisphere Establishment
Liechtenstein
$59.7M +$59.7M +600,000 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$59.6M +$18.6M +186,741 +45%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$58.8M -$1.97M -19,766 -3%
1
2
3 4 5