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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
AIP
351
Ahrens Investment Partners
Louisiana
$218K +$214K +3,075 New
QT
352
Quantbot Technologies
New York
$216K +$213K +3,055 New
JAWM
353
J. Arnold Wealth Management
Ohio
$214K -$60K -860 -22%
SWRP
354
Summit Wealth & Retirement Planning
California
$213K -$512K -7,338 -71%
CA
355
Calton & Associates
Florida
$213K -$46.3K -664 -18%
JWM
356
Jackson Wealth Management
Florida
$213K +$210K +3,010 New
PP
357
Paloma Partners
Connecticut
$212K -$3.98M -57,072 -95%
IMRF
358
Illinois Municipal Retirement Fund
Illinois
$212K +$209K +2,995 New
AAM
359
Advisors Asset Management
Colorado
$208K -$477K -6,848 -70%
AWM
360
Aberdeen Wealth Management
Illinois
$206K +$203K +2,906 New
IC
361
IEQ Capital
California
$203K +$200K +2,875 New
Parallax Volatility Advisers
362
Parallax Volatility Advisers
California
$202K +$199K +2,859 New
HFM
363
Harvest Fund Management
China
$200K +$62.8K +901 +48%
Macquarie Group
364
Macquarie Group
Australia
$197K +$8.09K +116 +4%
SFS
365
Sowell Financial Services
Arkansas
$197K +$45.7K +655 +31%
HRC
366
Hoertkorn Richard Charles
$187K
CIA
367
CSat Investment Advisory
Michigan
$184K +$127K +1,827 +237%
CFG
368
Capstone Financial Group
Oklahoma
$182K +$19.4K +278 +12%
AF
369
Advisornet Financial
Minnesota
$181K +$170K +2,434 +1,902%
FDCDDQ
370
Federation des caisses Desjardins du Quebec
Quebec, Canada
$171K +$82.7K +1,186 +97%
ED
371
Exane Derivatives
France
$166K
APA
372
American Portfolios Advisors
New York
$163K +$20.2K +290 +14%
VFA
373
Valeo Financial Advisors
Indiana
$153K -$3.77K -54 -2%
IA
374
IFP Advisors
Florida
$150K +$52.8K +757 +54%
LS
375
Livforsakringsbolaget Skandia
Sweden
$149K -$132K -1,900 -48%

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.