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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
APA
351
American Portfolios Advisors
New York
$129K +$88.1K +1,609 +402%
HFM
352
Harvest Fund Management
China
$116K -$81.8K -1,494 -44%
GT
353
Glenmede Trust
Pennsylvania
$111K -$233K -4,263 -71%
FMT
354
First Mercantile Trust
Tennessee
$104K +$88.6K +1,617 New
SAM
355
Shell Asset Management
Netherlands
$101K +$86K +1,570 New
LFG
356
Larson Financial Group
Missouri
$100K +$84.1K +1,535 +9,029%
JPLA
357
Joseph P. Lucia & Associates
New York
$96K +$81.6K +1,490 New
BBHC
358
Brown Brothers Harriman & Co
New York
$95K +$58.8K +1,074 +269%
CFO
359
CVA Family Office
Colorado
$90K +$21.9K +400 +40%
RE
360
RBC Europe
United Kingdom
$88.6K -$160K -2,915 -68%
IA
361
IFP Advisors
Florida
$86K -$67.1K -1,226 -47%
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$78.7K +$58.9K +1,075 +717%
TRCT
363
Tower Research Capital (TRC)
New York
$77K +$65.3K +1,193 New
HIA
364
Harbor Investment Advisory
Maryland
$69K +$53.1K +970 +970%
WAM
365
Wolverine Asset Management
Illinois
$69K +$59.4K +1,084 New
FWM
366
Filbrandt Wealth Management
Wisconsin
$66K +$56.4K +1,030 New
AIC
367
Archer Investment Corporation
Indiana
$64.2K -$54.8K -1,000 -50%
HWA
368
Heritage Wealth Advisors
Virginia
$64.2K
BAMCO Inc
369
BAMCO Inc
New York
$64K +$54.8K +1,000 New
ClearBridge Investments
370
ClearBridge Investments
New York
$64K +$54.8K +1,000 New
CFD
371
Creative Financial Designs
Indiana
$64K +$54.8K +1,000 New
PWP
372
Principle Wealth Partners
Connecticut
$64K +$54.8K +1,000 New
PFGIA
373
Patriot Financial Group Insurance Agency
Massachusetts
$63K +$7.17K +131 +15%
OPS
374
Orion Portfolio Solutions
Nebraska
$61K +$52.3K +955 New
Daiwa Securities Group
375
Daiwa Securities Group
Japan
$56K

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.