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Moderna

547 hedge funds and large institutions have $14.5B invested in Moderna in 2020 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 222 increasing their positions, 137 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

62% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 137

12% more funds holding

Funds holding: 489547 (+58)

3% more capital invested

Capital invested by funds: $14.1B → $14.5B (+$417M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4.41% less ownership

Funds ownership: 56.41%51.99% (-4.4%)

21% less call options, than puts

Call options by funds: $671M | Put options by funds: $848M

Holders
547
Holders Change
+58
Holders Change %
+11.86%
% of All Funds
11.04%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
140
Increased
222
Reduced
137
Closed
79
Calls
$671M
Puts
$848M
Net Calls
-$176M
Net Calls Change
-$203M
Name Holding Trade Value Shares
Change
Change in
Stake
BM
251
Brandywine Managers
Delaware
$644K
AIM
252
Achmea Investment Management
Netherlands
$640K -$759K -10,886 -55%
FAAS
253
First Allied Advisory Services
California
$637K -$131K -1,886 -17%
GIA
254
Gladstone Institutional Advisory
Florida
$631K -$1.04M -14,880 -63%
ECM
255
ExodusPoint Capital Management
New York
$621K -$531K -7,618 -46%
PP
256
Patten & Patten
Tennessee
$584K +$5.93K +85 +1%
Tudor Investment Corp
257
Tudor Investment Corp
Connecticut
$583K +$574K +8,238 New
Bank of Nova Scotia
258
Bank of Nova Scotia
Ontario, Canada
$576K +$70 +1 +0%
LSAG
259
Lake Street Advisors Group
New Hampshire
$569K +$561K +8,046 New
AWM
260
AE Wealth Management
Kansas
$567K +$79.8K +1,144 +17%
EIM
261
Essex Investment Management
Massachusetts
$566K +$558K +8,000 New
HSA
262
HBK Sorce Advisory
Pennsylvania
$548K -$245K -3,510 -31%
BRWM
263
B. Riley Wealth Management
Tennessee
$546K +$130K +1,865 +32%
AIP
264
Ameritas Investment Partners
Nebraska
$543K +$535K +7,671 New
AL
265
Aspiriant LLC
California
$531K +$523K +7,500 New
IAIM
266
International Assets Investment Management
Florida
$527K -$301K -4,310 -37%
GKWIM
267
Gerber Kawasaki Wealth & Investment Management
California
$520K -$18.4K -264 -3%
MAFM
268
Mid Atlantic Financial Management
Pennsylvania
$517K -$52.3K -750 -10%
AAS
269
Avantax Advisory Services
Texas
$511K +$502K +7,202 New
EA
270
Emerald Advisers
Pennsylvania
$510K +$144K +2,072 +40%
JJ
271
JDC-JSC
New York
$502K +$495K +7,100 New
Franklin Resources
272
Franklin Resources
California
$500K +$493K +7,071 New
LFAS
273
Level Four Advisory Services
Texas
$496K +$82.7K +1,186 +20%
UIM
274
USS Investment Management
United Kingdom
$495K
Mercer Global Advisors
275
Mercer Global Advisors
Colorado
$495K +$184K +2,643 +61%

MRNA Hedge Fund Activity: Q3 2020 in Review

547 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q3 2020, worth a combined $14.5B — up 3% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MRNA positions and 79 closed out — a net gain of 61 holders — while 222 added to existing stakes and 137 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $221M. The largest seller was Flagship Pioneering, cutting an estimated $628M.

  • 547 institutional investors held Moderna (MRNA) as of Q3 2020, up from 489 in Q2 2020.
  • Funds reported $14.5B of Moderna stock for Q3 2020, up 3% quarter-over-quarter.
  • 140 funds opened new Moderna positions in Q3 2020 and 79 closed out, a net change of +61 holders.
  • The largest Moderna buyer in Q3 2020 was Baillie Gifford & Co, an estimated $221M added.
  • The largest Moderna seller in Q3 2020 was Flagship Pioneering, an estimated $628M sold.

Based on aggregated 13F filings for Q3 2020.