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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
BII
326
Bainco International Investors
Massachusetts
$225K -$82.1K -1,500 -30%
BCM
327
Bluefin Capital Management
New York
$225K +$192K +3,508 New
ICA
328
Infrastructure Capital Advisors
New York
$221K +$189K +3,445 New
ALAM
329
Asahi Life Asset Management
Japan
$216K +$184K +3,360 New
VAG
330
VisionPoint Advisory Group
Texas
$215K +$161K +2,940 New
SS
331
Simplicity Solutions
Minnesota
$215K +$184K +3,355 New
DCM
332
Driehaus Capital Management
Illinois
$213K +$182K +3,316 New
WSTAM
333
Wilbanks Smith & Thomas Asset Management
Virginia
$211K +$180K +3,284 New
SF
334
Synovus Financial
Georgia
$210K +$169K +3,082 +1,541%
OFG
335
Oxford Financial Group
Indiana
$210K +$179K +3,266 New
ETC
336
Exchange Traded Concepts
Oklahoma
$208K +$28.5K +521 +19%
Acadian Asset Management
337
Acadian Asset Management
Massachusetts
$208K +$177K +3,226 New
QC
338
QCM Cayman
Texas
$205K +$175K +3,187 New
SQA
339
Simon Quick Advisors
New Jersey
$193K +$82.1K +1,500 +100%
BCV
340
Banque Cantonale Vaudoise
Switzerland
$192K -$986 -18 -0.6%
QI
341
QS Investors
New York
$180K -$76.7K -1,400 -33%
Macquarie Group
342
Macquarie Group
Australia
$171K +$146K +2,664 New
MCM
343
Manchester Capital Management
Vermont
$170K +$50.8K +927 +54%
HRC
344
Hoertkorn Richard Charles
$169K +$145K +2,640 New
ED
345
Exane Derivatives
France
$151K +$129K +2,350 New
WT
346
Whittier Trust
California
$143K +$122K +2,226 New
VFA
347
Valeo Financial Advisors
Indiana
$142K +$22.7K +415 +23%
SPIA
348
Steward Partners Investment Advisory
New York
$140K -$12.9K -235 -10%
CFG
349
Capstone Financial Group
Oklahoma
$140K +$125K +2,290 New
SFS
350
Sowell Financial Services
Arkansas
$137K +$2.68K +49 +2%

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.