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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$4.54B 45,654,527 +5,344 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.37B 33,907,072 +6,248,623 +23%
BlackRock
3
BlackRock
New York
$2.52B 25,301,692 +562,306 +2%
State Street
4
State Street
Massachusetts
$1.45B 14,623,723 +672,447 +5%
FP
5
Flagship Pioneering
Massachusetts
$961M 9,666,038 – –
Morgan Stanley
6
Morgan Stanley
New York
$873M 8,778,216 +3,466,202 +65%
TP
7
Theleme Partners
United Kingdom
$731M 7,349,456 +451,844 +7%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$719M 7,225,579 +1,614,460 +29%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$649M 6,549,461 +134,452 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$636M 6,393,351 +2,549,779 +66%
Goldman Sachs
11
Goldman Sachs
New York
$453M 4,551,626 +447,639 +11%
Capital World Investors
12
Capital World Investors
California
$361M 3,629,389 -338,342 -9%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$352M 3,542,967 -333,180 -9%
Norges Bank
14
Norges Bank
Norway
$348M 3,494,874 +117,080 +3%
Coatue Management
15
Coatue Management
New York
$326M 3,273,052 -1,636,526 -33%
BPC
16
Banque Pictet & Cie
Switzerland
$312M 3,134,229 -9,198 -0.3%
UBS AM
17
UBS AM
Illinois
$297M 2,985,130 +562,058 +23%
Northern Trust
18
Northern Trust
Illinois
$296M 2,971,996 +940 +0%
Invesco
19
Invesco
Georgia
$289M 2,909,609 -216,419 -7%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$251M 2,528,671 -52,885 -2%
Legal & General Group
21
Legal & General Group
United Kingdom
$235M 2,364,072 -7,702 -0.3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$235M 2,359,427 -63,179 -3%
BG
23
Bellevue Group
Switzerland
$190M 1,908,420 +413,095 +28%
Charles Schwab
24
Charles Schwab
California
$186M 1,871,399 +70,368 +4%
Pictet Asset Management
25
Pictet Asset Management
Switzerland
$179M 1,797,450 +407,441 +29%
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