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Moderna
MRNA

Overview Fund Activity

889 hedge funds and large institutions have $28.1B invested in Moderna in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 328 increasing their positions, 292 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+16
Holders Change %
+1.83%
% of All Funds
12.89%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
108
Increased
328
Reduced
292
Closed
80
Calls
$1.61B
Puts
$1.32B
Net Calls
+$288M
Net Calls Change
-$179M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.45B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.16B
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$282M
4
AIM
4
ARK Investment Management
Florida
$130M
5
UBS AM
5
UBS AM
Illinois
$391M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$585M
2
Coatue Management
2
Coatue Management
New York
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$597M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$154M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$4.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$18.6M +$476K +4,465 +3%
MIH
102
Meitav Investment House
Israel
$17.8M +$10.2K +96 +0.1%
RJA
103
Raymond James & Associates
Florida
$16.9M +$490K +4,602 +3%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.7M -$1.22M -11,421 -7%
NC
105
NZS Capital
Colorado
$16.5M +$3.17M +29,771 +24%
BBVA
106
Banco Bilbao Vizcaya Argentaria
Spain
$16.4M -$14.6M -136,704 -47%
Ensign Peak Advisors
107
Ensign Peak Advisors
Utah
$16.3M +$6M +56,350 +58%
WU
108
Washington University
Missouri
$16M – – –
SRC
109
Shufro Rose & Co
New York
$15.6M +$15.6M +146,584 New
TD Asset Management
110
TD Asset Management
Ontario, Canada
$15.2M +$175K +1,639 +1%
HHII
111
H&H International Investment
California
$15M +$21.3K +200 +0.1%
CLOS
112
Compagnie Lombard Odier SCmA
Switzerland
$14.8M +$292K +2,742 +2%
GC
113
Guggenheim Capital
Illinois
$14.8M -$2.22M -20,790 -13%
Toronto Dominion Bank
114
Toronto Dominion Bank
Ontario, Canada
$14.3M -$7.03M -65,955 -33%
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$14.2M +$1.66M +15,611 +13%
MSV
116
MN Services Vermogensbeheer
Netherlands
$14M -$2.49M -23,400 -15%
Handelsbanken Fonder
117
Handelsbanken Fonder
Sweden
$13.5M +$1.11M +10,393 +9%
Asset Management One
118
Asset Management One
Japan
$13M -$954K -8,957 -7%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$12.9M +$298K +2,798 +2%
Nomura Asset Management
120
Nomura Asset Management
Japan
$12.8M +$344K +3,226 +3%
AIG
121
American International Group
New York
$12.7M -$91.9K -862 -0.7%
Aviva
122
Aviva
United Kingdom
$11.9M -$3.72M -34,947 -24%
Renaissance Technologies
123
Renaissance Technologies
New York
$11.5M +$11.5M +107,800 New
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$11.5M -$5.02M -47,147 -30%
CIBC Asset Management
125
CIBC Asset Management
Ontario, Canada
$11.3M +$644K +6,039 +6%
3 4
5
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