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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
US Bancorp
301
US Bancorp
Minnesota
$286K +$118K +2,152 +93%
CIC
302
Carnegie Investment Counsel
Ohio
$284K +$242K +4,422 New
Mercer Global Advisors
303
Mercer Global Advisors
Colorado
$279K +$238K +4,347 New
GW
304
GW & Wade
Massachusetts
$276K +$235K +4,300 New
PTC
305
Philadelphia Trust Company
Pennsylvania
$273K +$233K +4,255 New
SC
306
Scotia Capital
Ontario, Canada
$269K +$230K +4,194 New
JSL
307
JT Stratford LLC
Georgia
$269K +$230K +4,197 New
AC
308
Allstate Corporation
Illinois
$267K +$227K +4,151 New
CC
309
Centiva Capital
New York
$265K +$226K +4,133 New
PRC
310
Pearl River Capital
Michigan
$261K +$133K +2,432 +149%
NAM
311
Nexpoint Asset Management
Texas
$257K -$219K -4,000 -50%
FBC
312
Fairfield, Bush & Co
Connecticut
$257K +$219K +4,000 New
LS
313
Livforsakringsbolaget Skandia
Sweden
$257K +$219K +4,000 New
JAWM
314
J. Arnold Wealth Management
Ohio
$249K +$213K +3,885 New
CG
315
Cutler Group
California
$247K -$129K -2,364 -38%
BBP
316
Banco BTG Pactual
Brazil
$244K -$613K -11,200 -75%
Fiera Capital (Canada)
317
Fiera Capital (Canada)
Quebec, Canada
$241K +$205K +3,750 New
1WA
318
180 Wealth Advisors
Washington
$237K +$137K +2,500 New
XM
319
XTX Markets
New York
$237K +$202K +3,688 New
KA
320
Kovack Advisors
Florida
$236K +$201K +3,671 New
CA
321
Calton & Associates
Florida
$236K +$201K +3,679 New
HH
322
Hilltop Holdings
Texas
$235K -$925K -16,896 -82%
GWM
323
Geneos Wealth Management
Colorado
$235K +$66.1K +1,207 +46%
IWM
324
IHT Wealth Management
Illinois
$234K +$200K +3,649 New
MYAM
325
Meiji Yasuda Asset Management
Japan
$231K +$197K +3,600 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.