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Moderna

902 hedge funds and large institutions have $28.1B invested in Moderna in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 329 increasing their positions, 299 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 80

22% more call options, than puts

Call options by funds: $1.61B | Put options by funds: $1.32B

10% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 299

8% more capital invested

Capital invested by funds: $26.1B → $28.1B (+$1.99B)

2% more funds holding

Funds holding: 884902 (+18)

0.17% more ownership

Funds ownership: 68.61%68.77% (+0.17%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
902
Holders Change
+18
Holders Change %
+2.04%
% of All Funds
12.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
110
Increased
329
Reduced
299
Closed
80
Calls
$1.61B
Puts
$1.32B
Net Calls
+$290M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$154M -$110M -1,087,231 -43%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$149M +$9.13M +90,570 +7%
AIM
28
ARK Investment Management
Florida
$130M +$78.6M +779,980 +178%
Barclays
29
Barclays
United Kingdom
$127M +$8.54M +84,733 +8%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$120M +$54.3M +538,866 +91%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$109M -$8.9M -88,298 -8%
UBS Group
32
UBS Group
Switzerland
$108M +$14.5M +143,919 +16%
Deutsche Bank
33
Deutsche Bank
Germany
$104M -$6.34M -62,908 -6%
Swiss National Bank
34
Swiss National Bank
Switzerland
$103M -$4.13M -41,000 -4%
Bank of America
35
Bank of America
North Carolina
$97.8M +$16.1M +159,736 +21%
N
36
Nuveen
North Carolina
$85.9M -$11.5M -114,355 -12%
Mitsubishi UFJ Trust & Banking
37
Mitsubishi UFJ Trust & Banking
Japan
$81.4M -$8.03M -79,656 -9%
National Pension Service
38
National Pension Service
South Korea
$80.1M +$4M +39,683 +6%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$79.6M +$5.57M +55,237 +8%
NAMA
40
Nikko Asset Management Americas
New York
$79M +$45.7M +453,004 +157%
MCMC
41
Matrix Capital Management Company
New Hampshire
$77.8M +$27.8M +276,000 +61%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$70.1M -$6.97M -69,114 -10%
Capital International Investors
43
Capital International Investors
California
$67.9M +$2.35M +23,286 +4%
Amundi
44
Amundi
France
$66.1M -$10.8M -106,771 -14%
First Trust Advisors
45
First Trust Advisors
Illinois
$64.4M -$29.1M -288,970 -32%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$62.8M +$480K +4,761 +0.8%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$59.2M +$970K +9,619 +3%
CS
48
Credit Suisse
Switzerland
$57.5M -$31.5M -312,544 -37%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$56.5M -$10.9M -108,528 -17%
BPCE
50
Bank Pictet & Cie (Europe)
Germany
$55.8M

MRNA Hedge Fund Activity: Q1 2024 in Review

902 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q1 2024, worth a combined $28.1B — up 7.6% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new MRNA positions and 80 closed out — a net gain of 30 holders — while 329 added to existing stakes and 299 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $726M. The largest seller was Morgan Stanley, cutting an estimated $331M.

  • 902 institutional investors held Moderna (MRNA) as of Q1 2024, up from 884 in Q4 2023.
  • Funds reported $28.1B of Moderna stock for Q1 2024, up 7.6% quarter-over-quarter.
  • 110 funds opened new Moderna positions in Q1 2024 and 80 closed out, a net change of +30 holders.
  • The largest Moderna buyer in Q1 2024 was Fidelity Investments, an estimated $726M added.
  • The largest Moderna seller in Q1 2024 was Morgan Stanley, an estimated $331M sold.

Based on aggregated 13F filings for Q1 2024.