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Moderna

1,015 hedge funds and large institutions have $38.5B invested in Moderna in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 335 increasing their positions, 391 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $2.24B | Put options by funds: $1.86B

5.9% more ownership

Funds ownership: 64.69%70.58% (+5.9%)

5% less funds holding

Funds holding: 1,0711,015 (-56)

14% less capital invested

Capital invested by funds: $44.5B → $38.5B (-$6.04B)

14% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 391

20% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 138

45% less funds holding in top 10

Funds holding in top 10: 3318 (-15)

Holders
1,015
Holders Change
-56
Holders Change %
-5.23%
% of All Funds
16.18%
Holding in Top 10
18
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-45.45%
% of All Funds
0.29%
New
110
Increased
335
Reduced
391
Closed
138
Calls
$2.24B
Puts
$1.86B
Net Calls
+$379M
Net Calls Change
+$46M
Name Holding Trade Value Shares
Change
Change in
Stake
RPI
251
Railway Pension Investments
United Kingdom
$4.87M -$2.01M -12,200 -28%
NIA
252
NIA Impact Advisors
California
$4.71M +$58.6K +355 +1%
HCM
253
Heathbridge Capital Management
Ontario, Canada
$4.7M -$305K -1,850 -6%
WBC
254
Westpac Banking Corp
Australia
$4.63M -$10.2K -62 -0.2%
PA
255
Profund Advisors
Maryland
$4.62M -$4.18M -25,353 -46%
HW
256
Hancock Whitney
Mississippi
$4.62M -$280K -1,699 -5%
Thrivent Financial for Lutherans
257
Thrivent Financial for Lutherans
Minnesota
$4.59M +$2.04M +12,359 +70%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$4.56M -$1.62M -9,845 -25%
Natixis Advisors
259
Natixis Advisors
Massachusetts
$4.5M +$94.5K +573 +2%
BCIM
260
British Columbia Investment Management
British Columbia, Canada
$4.47M -$60.4K -366 -1%
SAM
261
Securian Asset Management
Minnesota
$4.3M +$6.76K +41 +0.1%
HIMCH
262
Hartford Investment Management Co (HIMCO)
Connecticut
$4.27M +$647K +3,919 +16%
M&T Bank
263
M&T Bank
New York
$4.27M -$602K -3,650 -12%
DA
264
Duality Advisers
Florida
$4.14M +$4.44M +26,936 New
BAM
265
Belpointe Asset Management
Nevada
$4.14M -$729K -4,417 -14%
SMDAM
266
Sumitomo Mitsui DS Asset Management
Japan
$4.05M +$48.3K +293 +1%
KRS
267
Kentucky Retirement Systems
Kentucky
$4.01M -$54.1K -328 -1%
MSRPS
268
Maryland State Retirement & Pension System
Maryland
$4.01M
EMPI
269
Elo Mutual Pension Insurance
Finland
$4M +$55.1K +334 +1%
Kayne Anderson Rudnick Investment Management
270
Kayne Anderson Rudnick Investment Management
California
$3.88M
VMPIC
271
Varma Mutual Pension Insurance Co
Finland
$3.84M -$7.42M -45,000 -64%
LSA
272
Leonteq Securities AG
Switzerland
$3.83M -$13.1M -79,567 -76%
NB
273
Norinchukin Bank
Japan
$3.8M +$112K +678 +3%
BIA
274
Biondo Investment Advisors
Pennsylvania
$3.79M +$85K +515 +2%
SG Americas Securities
275
SG Americas Securities
New York
$3.76M -$4.69M -28,430 -54%

MRNA Hedge Fund Activity: Q1 2023 in Review

1,015 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q1 2023, worth a combined $38.5B — down 14% from $44.5B a quarter earlier.

Sellers outnumbered buyers: 138 funds closed out of MRNA and 110 opened new positions — a net loss of 28 holders — while 391 trimmed existing stakes and 335 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $277M. The largest seller was Pacer Advisors, cutting an estimated $186M.

  • 1,015 institutional investors held Moderna (MRNA) as of Q1 2023, down from 1,071 in Q4 2022.
  • Funds reported $38.5B of Moderna stock for Q1 2023, down 14% quarter-over-quarter.
  • 110 funds opened new Moderna positions in Q1 2023 and 138 closed out, a net change of -28 holders.
  • The largest Moderna buyer in Q1 2023 was Baillie Gifford & Co, an estimated $277M added.
  • The largest Moderna seller in Q1 2023 was Pacer Advisors, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2023.