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Moderna

954 hedge funds and large institutions have $31.1B invested in Moderna in 2024 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 333 increasing their positions, 305 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 64

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

11% more capital invested

Capital invested by funds: $28.1B → $31.1B (+$3.05B)

6% more funds holding

Funds holding: 902954 (+52)

9% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 305

0.39% less ownership

Funds ownership: 68.77%68.39% (-0.39%)

16% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.86B

Holders
954
Holders Change
+52
Holders Change %
+5.76%
% of All Funds
13.78%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
128
Increased
333
Reduced
305
Closed
64
Calls
$1.56B
Puts
$1.86B
Net Calls
-$298M
Net Calls Change
-$588M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$5.16B -$153M -1,206,776 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.7B +$66.6M +525,924 +1%
BlackRock
3
BlackRock
New York
$3.04B +$21.1M +166,443 +0.7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.51B +$957M +7,561,448 +56%
State Street
5
State Street
Massachusetts
$1.78B +$72.4M +571,901 +4%
TP
6
Theleme Partners
United Kingdom
$858M -$12M -94,936 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$816M +$17.8M +140,986 +2%
Morgan Stanley
8
Morgan Stanley
New York
$595M -$61.7M -487,445 -9%
FP
9
Flagship Pioneering
Massachusetts
$550M -$637M -5,033,889 -52%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$513M -$163M -1,286,132 -23%
Goldman Sachs
11
Goldman Sachs
New York
$497M +$32.4M +255,646 +7%
UBS AM
12
UBS AM
Illinois
$460M +$25.1M +197,950 +5%
Capital World Investors
13
Capital World Investors
California
$435M +$2.41M +19,054 +0.5%
Norges Bank
14
Norges Bank
Norway
$398M -$56.2M -444,084 -12%
BPC
15
Banque Pictet & Cie
Switzerland
$375M -$924K -7,300 -0.2%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$344M -$73.8M -583,417 -17%
Northern Trust
17
Northern Trust
Illinois
$337M -$3.76M -29,687 -1%
Invesco
18
Invesco
Georgia
$302M -$29.1M -229,651 -8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$270M -$4.46M -35,228 -2%
Legal & General Group
20
Legal & General Group
United Kingdom
$247M -$32.9M -260,124 -11%
Charles Schwab
21
Charles Schwab
California
$243M +$10.4M +82,106 +4%
Mawer Investment Management
22
Mawer Investment Management
Alberta, Canada
$226M -$1.68M -13,244 -0.7%
JP Morgan Chase
23
JP Morgan Chase
New York
$209M +$39.9M +315,268 +22%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$190M +$73.5M +580,531 +57%
BG
25
Bellevue Group
Switzerland
$186M -$18.6M -147,354 -9%

MRNA Hedge Fund Activity: Q2 2024 in Review

954 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q2 2024, worth a combined $31.1B — up 11% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new MRNA positions and 64 closed out — a net gain of 64 holders — while 333 added to existing stakes and 305 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $957M. The largest seller was Flagship Pioneering, cutting an estimated $637M.

  • 954 institutional investors held Moderna (MRNA) as of Q2 2024, up from 902 in Q1 2024.
  • Funds reported $31.1B of Moderna stock for Q2 2024, up 11% quarter-over-quarter.
  • 128 funds opened new Moderna positions in Q2 2024 and 64 closed out, a net change of +64 holders.
  • The largest Moderna buyer in Q2 2024 was Fidelity Investments, an estimated $957M added.
  • The largest Moderna seller in Q2 2024 was Flagship Pioneering, an estimated $637M sold.

Based on aggregated 13F filings for Q2 2024.