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Moderna

1,109 hedge funds and large institutions have $62B invested in Moderna in 2021 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 403 increasing their positions, 379 reducing their positions, and 233 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 379

0.58% more ownership

Funds ownership: 60.27%60.85% (+0.58%)

5% less first-time investments, than exits

New positions opened: 221 | Existing positions closed: 233

3% less funds holding

Funds holding: 1,1401,109 (-31)

25% less call options, than puts

Call options by funds: $5.69B | Put options by funds: $7.59B

34% less capital invested

Capital invested by funds: $93.5B → $62B (-$31.5B)

44% less funds holding in top 10

Funds holding in top 10: 3922 (-17)

Holders
1,109
Holders Change
-31
Holders Change %
-2.72%
% of All Funds
17.07%
Holding in Top 10
22
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-43.59%
% of All Funds
0.34%
New
221
Increased
403
Reduced
379
Closed
233
Calls
$5.69B
Puts
$7.59B
Net Calls
-$1.9B
Net Calls Change
-$599M
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
226
Great Lakes Advisors
Illinois
$9.84M -$106K -362 -0.9%
AssetMark Inc
227
AssetMark Inc
California
$9.83M +$11.2M +38,450 +15,504%
Cambridge Investment Research Advisors
228
Cambridge Investment Research Advisors
Iowa
$9.71M -$5.86M -20,059 -34%
MC
229
Moors & Cabot
Massachusetts
$9.66M -$313K -1,070 -3%
HWAM
230
Hennion & Walsh Asset Management
New Jersey
$9.52M -$1M -3,429 -8%
MPM
231
Meritage Portfolio Management
Kansas
$9.46M +$10.6M +36,123 +3,217%
HIMCH
232
Hartford Investment Management Co (HIMCO)
Connecticut
$9.31M +$876K +2,996 +9%
EAM
233
Erste Asset Management
Austria
$9.27M -$6.49M -22,205 -37%
HCM
234
Hodges Capital Management
Texas
$9.26M -$11.4M -38,875 -52%
EMG
235
ETF Managers Group
New Jersey
$8.94M +$5M +17,104 +93%
Creative Planning
236
Creative Planning
Kansas
$8.83M +$21.3K +73 +0.2%
Ninety One (UK)
237
Ninety One (UK)
United Kingdom
$8.74M -$2.81M -9,623 -22%
NAH
238
Neumann Advisory (HK)
Hong Kong
$8.65M
Wealthfront Advisers
239
Wealthfront Advisers
California
$8.56M +$1.12M +3,815 +13%
NB
240
Norinchukin Bank
Japan
$8.32M -$622K -2,128 -6%
Daiwa Securities Group
241
Daiwa Securities Group
Japan
$8.27M +$751K +2,569 +9%
WorldQuant Millennium Advisors
242
WorldQuant Millennium Advisors
New York
$8.13M -$9.11M -31,142 -49%
SW
243
SteelPeak Wealth
California
$8.06M +$2.75M +9,413 +42%
SAM
244
Securian Asset Management
Minnesota
$7.74M +$140K +480 +2%
Neuberger Berman Group
245
Neuberger Berman Group
New York
$7.71M -$7.89M -26,983 -46%
WI
246
Wafra Inc
New York
$7.36M -$12.5M -42,617 -60%
IAIM
247
Industrial Alliance Investment Management
Quebec, Canada
$7.34M +$8.45M +28,903 New
PFA
248
Paradigm Financial Advisors
Missouri
$7.29M -$657K -2,248 -7%
Comerica Bank
249
Comerica Bank
Texas
$7.27M +$868K +2,970 +7%
GAM
250
Gotham Asset Management
New York
$7.26M +$5.28M +18,075 +172%

MRNA Hedge Fund Activity: Q4 2021 in Review

1,109 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q4 2021, worth a combined $62B — down 34% from $93.5B a quarter earlier.

Sellers outnumbered buyers: 233 funds closed out of MRNA and 221 opened new positions — a net loss of 12 holders — while 379 trimmed existing stakes and 403 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $1.04B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $1.28B sold.

  • 1,109 institutional investors held Moderna (MRNA) as of Q4 2021, down from 1,140 in Q3 2021.
  • Funds reported $62B of Moderna stock for Q4 2021, down 34% quarter-over-quarter.
  • 221 funds opened new Moderna positions in Q4 2021 and 233 closed out, a net change of -12 holders.
  • The largest Moderna buyer in Q4 2021 was Baillie Gifford & Co, an estimated $1.04B added.
  • The largest Moderna seller in Q4 2021 was Lone Pine Capital, an estimated $1.28B sold.

Based on aggregated 13F filings for Q4 2021.