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Moderna
MRNA

1,140 hedge funds and large institutions have $93.5B invested in Moderna in 2021 Q3 according to their latest regulatory filings, with 322 funds opening new positions, 395 increasing their positions, 325 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more first-time investments, than exits

New positions opened: 322 | Existing positions closed: 74

74% more capital invested

Capital invested by funds: $53.9B → $93.5B (+$39.7B)

26% more funds holding

Funds holding: 903 → 1,140 (+237)

22% more funds holding in top 10

Funds holding in top 10: 32 → 39 (+7)

22% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 325

3.19% more ownership

Funds ownership: 57.08% → 60.27% (+3.2%)

13% less call options, than puts

Call options by funds: $8.43B | Put options by funds: $9.72B

Holders
1,140
Holders Change
+237
Holders Change %
+26.25%
% of All Funds
19.96%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.68%
New
322
Increased
395
Reduced
325
Closed
74
Calls
$8.43B
Puts
$9.72B
Net Calls
-$1.3B
Net Calls Change
-$577M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.76B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.58B
3
State Street
State Street
Massachusetts
+$2.45B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$887M
5
Northern Trust
Northern Trust
Illinois
+$557M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$1.35B
2
FP
Flagship Pioneering
Massachusetts
-$1.11B
3
TP
Theleme Partners
United Kingdom
-$780M
4
Morgan Stanley
Morgan Stanley
New York
-$649M
5
Renaissance Technologies
Renaissance Technologies
New York
-$438M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
351
Trexquant Investment
Connecticut
$4.3M +$3.55M +9,626 +618%
EIM
352
Essex Investment Management
Massachusetts
$4.27M -$1.44M -3,900 -26%
MFAM
353
Motley Fool Asset Management
Virginia
$4.26M +$877K +2,379 +27%
AWM
354
AE Wealth Management
Kansas
$4.17M +$970K +2,631 +32%
CI
355
Cigna Investments
Connecticut
$4.16M +$3.05M +8,276 +328%
GVAG
356
Great Valley Advisor Group
Delaware
$4.12M +$1.75M +4,734 +79%
BRWA
357
B. Riley Wealth Advisors
Florida
$4.11M -$3.43M -9,293 -46%
GAM
358
Gotham Asset Management
New York
$4.04M +$3.87M +10,496 New
Acadian Asset Management
359
Acadian Asset Management
Massachusetts
$4.01M -$3.27M -8,867 -46%
KWILP
360
Kiwi Wealth Investments Limited Partnership
New Zealand
$4M +$3.84M +10,407 New
ETC
361
Exchange Traded Concepts
Oklahoma
$4M +$909K +2,466 +31%
PFG
362
Piershale Financial Group
Illinois
$3.96M +$3.8M +10,292 New
1WA
363
180 Wealth Advisors
Washington
$3.94M -$82.6K -224 -2%
KA
364
Kovack Advisors
Florida
$3.91M +$706K +1,914 +23%
CWM
365
Circle Wealth Management
New Jersey
$3.87M -$737K -1,997 -17%
DA
366
Duality Advisers
Florida
$3.82M +$420K +1,140 +13%
CF
367
Centaurus Financial
California
$3.81M -$1.27M -3,445 -26%
SL
368
Stevard LLC
Illinois
$3.69M +$815K +2,209 +30%
IRF
369
IBM Retirement Fund
New York
$3.68M +$8.11K +22 +0.2%
MYAM
370
Meiji Yasuda Asset Management
Japan
$3.67M +$183K +497 +5%
PP
371
Professional Planning
California
$3.67M +$40.2K +109 +1%
BM
372
Brandywine Managers
Delaware
$3.66M – – –
LS
373
Livforsakringsbolaget Skandia
Sweden
$3.66M -$295K -800 -8%
KRSITF
374
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.6M +$3.44M +9,341 New
XS
375
XR Securities
Illinois
$3.5M +$1.75M +4,745 +109%
13 14
15
16 17

MRNA Hedge Fund Activity: Q3 2021 in Review

1,140 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q3 2021, worth a combined $93.5B — up 74% from $53.9B a quarter earlier.

Buyers outnumbered sellers: 322 funds opened new MRNA positions and 74 closed out — a net gain of 248 holders — while 395 added to existing stakes and 325 trimmed.

The largest buyer was BlackRock, adding an estimated $2.76B. The largest seller was Baillie Gifford & Co, cutting an estimated $1.35B.

  • 1,140 institutional investors held Moderna (MRNA) as of Q3 2021, up from 903 in Q2 2021.
  • Funds reported $93.5B of Moderna stock for Q3 2021, up 74% quarter-over-quarter.
  • 322 funds opened new Moderna positions in Q3 2021 and 74 closed out, a net change of +248 holders.
  • The largest Moderna buyer in Q3 2021 was BlackRock, an estimated $2.76B added.
  • The largest Moderna seller in Q3 2021 was Baillie Gifford & Co, an estimated $1.35B sold.

Based on aggregated 13F filings for Q3 2021.