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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 %
Creative Planning
201
Creative Planning
Kansas
$4.79M -$2.99M -30,017 -38%
NYLIM
202
New York Life Investment Management
New York
$4.78M +$6.66K +67 +0.1%
FAF
203
Fjarde Ap-fonden
Sweden
$4.78M -$298K -3,000 -6%
SAM
204
Sycomore Asset Management
France
$4.67M +$4.67M +46,332 New
Comerica Bank
205
Comerica Bank
Texas
$4.65M -$57.4K -577 -1%
JPMIA
206
J.P. Marvel Investment Advisors
Massachusetts
$4.58M -$7.46K -75 -0.2%
Bank of Nova Scotia
207
Bank of Nova Scotia
Ontario, Canada
$4.55M +$1.85M +18,574 +68%
CUAMC
208
China Universal Asset Management Company
China
$4.54M +$3.35M +33,665 +281%
Janus Henderson Group
209
Janus Henderson Group
United Kingdom
$4.53M -$38.4M -386,480 -89%
Pacer Advisors
210
Pacer Advisors
Pennsylvania
$4.51M -$791K -7,951 -15%
NAM
211
Nissay Asset Management
Japan
$4.45M +$479K +4,814 +12%
MOACM
212
Mutual of America Capital Management
New York
$4.41M -$194K -1,948 -4%
Allspring Global Investments
213
Allspring Global Investments
North Carolina
$4.4M -$482K -4,850 -10%
Envestnet Asset Management
214
Envestnet Asset Management
Illinois
$4.34M -$845K -8,496 -16%
IMRF
215
Illinois Municipal Retirement Fund
Illinois
$4.22M -$2.94M -29,596 -41%
X
216
Xponance
Pennsylvania
$4.22M +$248K +2,489 +6%
FMI
217
Factory Mutual Insurance
Massachusetts
$4.08M – – –
SG Americas Securities
218
SG Americas Securities
New York
$4.03M -$17.1M -172,166 -81%
MC
219
Moors & Cabot
Massachusetts
$3.98M +$1.21M +12,149 +44%
YCM
220
Yousif Capital Management
Michigan
$3.91M -$411K -4,130 -10%
Macquarie Group
221
Macquarie Group
Australia
$3.79M +$462K +4,648 +14%
BCIM
222
British Columbia Investment Management
British Columbia, Canada
$3.7M +$773K +7,772 +26%
PP
223
PDT Partners
New York
$3.7M +$2.53M +25,490 +218%
MML Investors Services
224
MML Investors Services
Massachusetts
$3.62M +$764K +7,684 +27%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$3.61M -$149K -1,495 -4%
7 8
9
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