Moderna
MRNA
884 hedge funds and large institutions have $26.1B invested in Moderna in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 271 increasing their positions, 339 reducing their positions, and 133 closing their positions.
34% more call options, than puts
Call options by funds: $1.91B | Put options by funds: $1.43B
3.76% more ownership
Funds ownership: 64.85% → 68.61% (+3.8%)
5% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 133
2% more capital invested
Capital invested by funds: $25.6B → $26.1B (+$538M)
1% less funds holding
Funds holding: 889 → 884 (-5)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
20% less repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 339
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$526M |
| 2 |
Morgan Stanley
New York
|
+$292M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$214M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$136M |
| 5 |
State Street
Boston,
Massachusetts
|
+$56.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Coatue Management
New York
|
-$138M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$72.3M |
| 3 |
Parnassus Investments
San Francisco,
California
|
-$66.5M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$44.6M |
| 5 |
BAMCO Inc
New York
|
-$35.3M |
MRNA Hedge Fund Activity: Q4 2023 in Review
884 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q4 2023, worth a combined $26.1B — up 2.1% from $25.6B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new MRNA positions and 133 closed out — a net gain of 7 holders — while 271 added to existing stakes and 339 trimmed.
The largest buyer was Vanguard Group, adding an estimated $526M. The largest seller was Coatue Management, cutting an estimated $138M.
- 884 institutional investors held Moderna (MRNA) as of Q4 2023, down from 889 in Q3 2023.
- Funds reported $26.1B of Moderna stock for Q4 2023, up 2.1% quarter-over-quarter.
- 140 funds opened new Moderna positions in Q4 2023 and 133 closed out, a net change of +7 holders.
- The largest Moderna buyer in Q4 2023 was Vanguard Group, an estimated $526M added.
- The largest Moderna seller in Q4 2023 was Coatue Management, an estimated $138M sold.
Based on aggregated 13F filings for Q4 2023.