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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
CCM
251
Cadian Capital Management
New York
$642K +$548K +10,000 New
GTC
252
Ghost Tree Capital
New York
$642K +$548K +10,000 New
SWMG
253
Strategic Wealth Management Group
Maryland
$629K +$106K +1,931 +25%
AAM
254
Advisors Asset Management
Colorado
$628K +$353K +6,437 +192%
BL
255
BFSG LLC
California
$611K +$521K +9,508 New
BM
256
Brandywine Managers
Delaware
$584K -$54.8K -1,000 -10%
Teacher Retirement System of Texas
257
Teacher Retirement System of Texas
Texas
$568K +$484K +8,845 New
CF
258
Centaurus Financial
California
$554K +$281K +5,126 +146%
SG Americas Securities
259
SG Americas Securities
New York
$546K +$465K +8,498 New
QP
260
Quilter Plc
United Kingdom
$526K -$93.4K -1,705 -17%
PP
261
Patten & Patten
Tennessee
$525K +$4.38K +80 +1%
Bank of Nova Scotia
262
Bank of Nova Scotia
Ontario, Canada
$523K +$446K +8,145 New
SWP
263
Stratos Wealth Partners
Ohio
$508K +$433K +7,910 New
Mirae Asset Global Investments
264
Mirae Asset Global Investments
South Korea
$505K +$430K +7,859 New
BAM
265
Belpointe Asset Management
Nevada
$504K +$430K +7,844 New
GKWIM
266
Gerber Kawasaki Wealth & Investment Management
California
$489K -$193K -3,525 -32%
S
267
Seeyond
France
$482K +$411K +7,506 New
MAFM
268
Mid Atlantic Financial Management
Pennsylvania
$475K +$405K +7,401 New
AIG
269
American International Group
New York
$472K +$132K +2,418 +49%
CSS
270
Cubist Systematic Strategies
Connecticut
$471K +$401K +7,331 New
CAN
271
Cetera Advisor Networks
California
$468K +$400K +7,295 New
UIM
272
USS Investment Management
United Kingdom
$450K +$383K +7,000 New
FHA
273
Flagship Harbor Advisors
Massachusetts
$447K +$57.6K +1,051 +18%
AWM
274
AE Wealth Management
Kansas
$441K +$376K +6,872 New
BNP Paribas Asset Management
275
BNP Paribas Asset Management
France
$439K +$374K +6,834 New

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.