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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
WA
326
Winfield Associates
Ohio
$271K +$267K +3,825 New
EWA
327
Evolution Wealth Advisors
Florida
$268K -$632K -9,070 -71%
IAA
328
Independent Advisor Alliance
North Carolina
$268K +$275K +3,951 New
DCM
329
Driehaus Capital Management
Illinois
$267K +$32.2K +462 +14%
APW
330
Aurora Private Wealth
New Jersey
$252K +$248K +3,555 New
FGA
331
Fortis Group Advisors
New Jersey
$250K +$248K +3,552 New
BII
332
Bainco International Investors
Massachusetts
$248K
VAG
333
VisionPoint Advisory Group
Texas
$246K +$37.9K +543 +18%
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$245K +$227K +3,262 +1,631%
PAS
335
Partnervest Advisory Services
California
$245K +$241K +3,461 New
JSL
336
JT Stratford LLC
Georgia
$244K -$52.6K -754 -18%
SF
337
Synovus Financial
Georgia
$244K +$12.3K +177 +5%
JWCA
338
J.W. Cole Advisors
Florida
$243K +$239K +3,431 New
KF
339
Krilogy Financial
Missouri
$237K +$233K +3,345 New
AFP
340
Ausdal Financial Partners
Iowa
$234K +$231K +3,314 New
WSTAM
341
Wilbanks Smith & Thomas Asset Management
Virginia
$232K
SPIA
342
Steward Partners Investment Advisory
New York
$228K +$72.9K +1,045 +48%
PWP
343
Principle Wealth Partners
Connecticut
$226K +$153K +2,200 +220%
QT
344
Quantamental Technologies
New York
$226K +$222K +3,190 New
AIP
345
ARS Investment Partners
New York
$226K +$223K +3,200 New
SAM
346
Summit Asset Management
Tennessee
$225K +$221K +3,174 New
KWM
347
Keebeck Wealth Management
Illinois
$221K +$218K +3,130 New
RHBC
348
R.H. Bluestein & Co
Michigan
$220K -$139K -2,000 -39%
CL
349
CSS LLC
Illinois
$219K -$3.52M -50,484 -94%
BPA
350
Beacon Pointe Advisors
California
$218K -$242K -3,478 -53%

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.