We are live on ! Find out more
MRNA icon

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
HMS
276
Hanseatic Management Services
New Mexico
$436K +$372K +6,791 New
MML Investors Services
277
MML Investors Services
Massachusetts
$426K -$54.3K -991 -13%
BPA
278
Beacon Pointe Advisors
California
$421K +$359K +6,557 New
RC
279
RegentAtlantic Capital
New Jersey
$416K -$222K -4,054 -38%
BJL
280
Brighton Jones LLC
Washington
$416K +$355K +6,475 New
IRF
281
IBM Retirement Fund
New York
$403K +$344K +6,278 New
DTL
282
Dynamic Technology Lab
Singapore
$401K +$342K +6,249 New
GAM
283
Gotham Asset Management
New York
$395K -$81.9K -1,496 -20%
AIM
284
Acropolis Investment Management
Missouri
$389K
BRWM
285
B. Riley Wealth Management
Tennessee
$376K +$320K +5,849 New
LFAS
286
Level Four Advisory Services
Texas
$375K +$319K +5,831 New
BCM
287
Brookstone Capital Management
Illinois
$370K +$315K +5,756 New
VEA
288
Virtus ETF Advisers
New York
$363K -$747K -13,644 -71%
UCFA
289
United Capital Financial Advisors
Texas
$339K +$289K +5,273 New
GI
290
GAMCO Investors
Connecticut
$330K +$281K +5,140 New
SEC
291
Seven Eight Capital
New York
$329K +$281K +5,123 New
EA
292
Emerald Advisers
Pennsylvania
$329K +$281K +5,130 New
RHBC
293
R.H. Bluestein & Co
Michigan
$328K +$280K +5,111 New
HIIFS
294
Harel Insurance Investments & Financial Services
Israel
$321K +$214K +3,900 +355%
SCA
295
Spearhead Capital Advisors
Florida
$316K -$216K -3,948 -45%
CLOS
296
Compagnie Lombard Odier SCmA
Switzerland
$314K -$227K -4,150 -46%
WAM
297
World Asset Management
Michigan
$311K +$265K +4,841 New
Truist Financial
298
Truist Financial
North Carolina
$307K +$262K +4,782 New
CB
299
Commerce Bank
Missouri
$290K +$247K +4,511 New
AWA
300
Arkadios Wealth Advisors
Georgia
$289K +$46.5K +850 +28%

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.