Moderna
MRNA
902 hedge funds and large institutions have $28.1B invested in Moderna in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 329 increasing their positions, 299 reducing their positions, and 80 closing their positions.
38% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 80
22% more call options, than puts
Call options by funds: $1.61B | Put options by funds: $1.32B
10% more repeat investments, than reductions
Existing positions increased: 329 | Existing positions reduced: 299
8% more capital invested
Capital invested by funds: $26.1B → $28.1B (+$1.99B)
2% more funds holding
Funds holding: 884 → 902 (+18)
0.17% more ownership
Funds ownership: 68.61% → 68.77% (+0.17%)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$726M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$517M |
| 3 |
Pictet Asset Management
Carouge,
Switzerland
|
+$83.1M |
| 4 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$78.6M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$69.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$331M |
| 2 |
Coatue Management
New York
|
-$326M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$163M |
| 4 |
JP Morgan Chase
New York
|
-$110M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$101M |
MRNA Hedge Fund Activity: Q1 2024 in Review
902 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q1 2024, worth a combined $28.1B — up 7.6% from $26.1B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new MRNA positions and 80 closed out — a net gain of 30 holders — while 329 added to existing stakes and 299 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $726M. The largest seller was Morgan Stanley, cutting an estimated $331M.
- 902 institutional investors held Moderna (MRNA) as of Q1 2024, up from 884 in Q4 2023.
- Funds reported $28.1B of Moderna stock for Q1 2024, up 7.6% quarter-over-quarter.
- 110 funds opened new Moderna positions in Q1 2024 and 80 closed out, a net change of +30 holders.
- The largest Moderna buyer in Q1 2024 was Fidelity Investments, an estimated $726M added.
- The largest Moderna seller in Q1 2024 was Morgan Stanley, an estimated $331M sold.
Based on aggregated 13F filings for Q1 2024.