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Moderna

889 hedge funds and large institutions have $25.6B invested in Moderna in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 356 increasing their positions, 304 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 304

12% more call options, than puts

Call options by funds: $1.71B | Put options by funds: $1.53B

0.32% less ownership

Funds ownership: 65.17%64.85% (-0.32%)

8% less funds holding

Funds holding: 965889 (-76)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

15% less capital invested

Capital invested by funds: $30.2B → $25.6B (-$4.66B)

43% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 143

Holders
889
Holders Change
-76
Holders Change %
-7.88%
% of All Funds
14.11%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
82
Increased
356
Reduced
304
Closed
143
Calls
$1.71B
Puts
$1.53B
Net Calls
+$181M
Net Calls Change
+$321M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$4.72B -$6.91M -61,912 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.86B +$21.9M +196,012 +0.7%
BlackRock
3
BlackRock
New York
$2.56B +$64.2M +575,675 +2%
State Street
4
State Street
Massachusetts
$1.44B -$30.8M -275,951 -2%
FP
5
Flagship Pioneering
Massachusetts
$998M -$359M -3,220,705 -25%
TP
6
Theleme Partners
United Kingdom
$712M +$72.6M +651,113 +10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$661M +$12.6M +112,512 +2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$580M +$53.1M +476,201 +9%
Morgan Stanley
9
Morgan Stanley
New York
$549M -$56.3M -505,071 -9%
Coatue Management
10
Coatue Management
New York
$507M -$183M -1,636,526 -25%
Goldman Sachs
11
Goldman Sachs
New York
$424M +$70.5M +632,350 +18%
Capital World Investors
12
Capital World Investors
California
$410M +$3M +26,859 +0.7%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$400M +$189M +1,690,341 +77%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$397M -$69.2M -620,315 -14%
Norges Bank
15
Norges Bank
Norway
$349M +$95.3M +853,940 +34%
BPC
16
Banque Pictet & Cie
Switzerland
$325M +$5.33M +47,788 +2%
Invesco
17
Invesco
Georgia
$323M +$57.7M +517,683 +20%
Northern Trust
18
Northern Trust
Illinois
$307M +$6.15M +55,177 +2%
JP Morgan Chase
19
JP Morgan Chase
New York
$267M +$18.5M +166,182 +7%
UBS AM
20
UBS AM
Illinois
$250M +$107M +957,566 +65%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$250M -$3.41M -30,609 -1%
Legal & General Group
22
Legal & General Group
United Kingdom
$245M -$7.38M -66,134 -3%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$190M -$42.3M -379,503 -17%
Mawer Investment Management
24
Mawer Investment Management
Alberta, Canada
$188M -$4.83M -43,344 -2%
Charles Schwab
25
Charles Schwab
California
$186M +$5.45M +48,851 +3%

MRNA Hedge Fund Activity: Q3 2023 in Review

889 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q3 2023, worth a combined $25.6B — down 15% from $30.2B a quarter earlier.

Sellers outnumbered buyers: 143 funds closed out of MRNA and 82 opened new positions — a net loss of 61 holders — while 304 trimmed existing stakes and 356 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $189M. The largest seller was Flagship Pioneering, cutting an estimated $359M.

  • 889 institutional investors held Moderna (MRNA) as of Q3 2023, down from 965 in Q2 2023.
  • Funds reported $25.6B of Moderna stock for Q3 2023, down 15% quarter-over-quarter.
  • 82 funds opened new Moderna positions in Q3 2023 and 143 closed out, a net change of -61 holders.
  • The largest Moderna buyer in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $189M added.
  • The largest Moderna seller in Q3 2023 was Flagship Pioneering, an estimated $359M sold.

Based on aggregated 13F filings for Q3 2023.