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Moderna

489 hedge funds and large institutions have $14.1B invested in Moderna in 2020 Q2 according to their latest regulatory filings, with 243 funds opening new positions, 135 increasing their positions, 89 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 52

140% more capital invested

Capital invested by funds: $5.87B → $14.1B (+$8.21B)

64% more funds holding

Funds holding: 299489 (+190)

52% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 89

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

6% more call options, than puts

Call options by funds: $492M | Put options by funds: $466M

3.13% less ownership

Funds ownership: 59.53%56.41% (-3.1%)

Holders
489
Holders Change
+190
Holders Change %
+63.55%
% of All Funds
10.03%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.21%
New
243
Increased
135
Reduced
89
Closed
52
Calls
$492M
Puts
$466M
Net Calls
+$26.2M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Cetera Advisors
Colorado
$792K +$676K +12,342 New
MAM
227
Martingale Asset Management
Massachusetts
$791K +$675K +12,317 New
PP
228
PDT Partners
New York
$787K -$1.07M -19,573 -61%
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$782K
IAIM
230
International Assets Investment Management
Florida
$755K +$644K +11,757 New
GVAG
231
Great Valley Advisor Group
Delaware
$753K -$35.3K -645 -5%
SL
232
Stevard LLC
Illinois
$749K +$639K +11,659 New
Prudential Financial
233
Prudential Financial
New Jersey
$733K +$80K +1,460 +15%
HAG
234
HighPoint Advisor Group
Illinois
$732K +$651K +11,886 New
HSA
235
HBK Sorce Advisory
Pennsylvania
$723K +$616K +11,254 New
URS
236
Utah Retirement Systems
Utah
$719K +$98.6K +1,800 +19%
JMPWA
237
JP Morgan Private Wealth Advisors
California
$704K +$19.2K +351 +3%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$703K +$368K +6,727 +159%
BRWA
239
B. Riley Wealth Advisors
Florida
$699K +$596K +10,885 New
FAAS
240
First Allied Advisory Services
California
$699K +$597K +10,893 New
NIM
241
Northeast Investment Management
Massachusetts
$695K +$593K +10,824 New
MAM
242
Meeder Asset Management
Ohio
$690K -$160K -2,924 -21%
M&T Bank
243
M&T Bank
New York
$688K +$202K +3,688 +52%
Envestnet Asset Management
244
Envestnet Asset Management
Illinois
$681K +$581K +10,603 New
Calamos Advisors
245
Calamos Advisors
Illinois
$665K +$568K +10,364 New
SWRP
246
Summit Wealth & Retirement Planning
California
$664K -$396K -7,231 -41%
IMC Chicago
247
IMC Chicago
Illinois
$659K +$562K +10,270 New
SO
248
STRS Ohio
Ohio
$659K +$563K +10,277 New
BCM
249
BlueCrest Capital Management
Jersey
$655K +$559K +10,206 New
PHP
250
Parkman Healthcare Partners
Connecticut
$642K -$3.56M -65,000 -87%

MRNA Hedge Fund Activity: Q2 2020 in Review

489 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q2 2020, worth a combined $14.1B — up 140% from $5.87B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new MRNA positions and 52 closed out — a net gain of 191 holders — while 135 added to existing stakes and 89 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $699M. The largest seller was Flagship Pioneering, cutting an estimated $602M.

  • 489 institutional investors held Moderna (MRNA) as of Q2 2020, up from 299 in Q1 2020.
  • Funds reported $14.1B of Moderna stock for Q2 2020, up 140% quarter-over-quarter.
  • 243 funds opened new Moderna positions in Q2 2020 and 52 closed out, a net change of +191 holders.
  • The largest Moderna buyer in Q2 2020 was Fidelity Investments, an estimated $699M added.
  • The largest Moderna seller in Q2 2020 was Flagship Pioneering, an estimated $602M sold.

Based on aggregated 13F filings for Q2 2020.