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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 %
1832 Asset Management
901
1832 Asset Management
Ontario, Canada
– -$1.13M -10,913 Closed
TCPG
902
Trivant Custom Portfolio Group
California
– -$1.03M -9,988 Closed
CII
903
Capital International Inc
California
– -$1M -9,694 Closed
CI
904
Capital International
California
– -$964K -9,330 Closed
WHG
905
Westwood Holdings Group
Texas
– -$937K -9,067 Closed
TSS
906
Two Sigma Securities
New York
– -$860K -8,326 Closed
CRWM
907
Castle Rock Wealth Management
California
– -$771K -7,458 Closed
CIA
908
Choate Investment Advisors
Massachusetts
– -$651K -6,303 Closed
MAP
909
Moody Aldrich Partners
Massachusetts
– -$646K -6,258 Closed
CPC
910
Congress Park Capital
New York
– -$645K -6,240 Closed
MS
911
Maven Securities
Jersey
– -$596K -5,769 Closed
CWM
912
C2C Wealth Management
Arizona
– -$567K -5,520 Closed
LA
913
LBP AM
France
– -$570K -5,516 Closed
TM
914
Triatomic Management
California
– -$542K -5,250 Closed
RCA
915
Riverview Capital Advisers
Massachusetts
– -$534K -5,170 Closed
AIC
916
Argus Investors Counsel
New York
– -$527K -5,103 Closed
AIA
917
Arbor Investment Advisors
North Carolina
– -$516K -5,000 Closed
GLR
918
Great Lakes Retirement
Ohio
– -$515K -4,989 Closed
AIC
919
Aurora Investment Counsel
Georgia
– -$512K -4,953 Closed
FMAEN1
920
Fund Management at Engine No 1
California
– -$489K -4,736 Closed
BBP
921
Banco BTG Pactual
Brazil
– -$449K -4,346 Closed
RSVP
922
Ramsay Stattman Vela & Price
Colorado
– -$434K -4,200 Closed
AWM
923
Axxcess Wealth Management
California
– -$430K -4,159 Closed
RVPG
924
Relative Value Partners Group
– -$390K -3,776 Closed
CGIM
925
Capital Group Investment Management
Singapore
– -$375K -3,627 Closed
35 36
37
38 39