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Moderna

1,109 hedge funds and large institutions have $62B invested in Moderna in 2021 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 403 increasing their positions, 379 reducing their positions, and 233 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 379

0.58% more ownership

Funds ownership: 60.27%60.85% (+0.58%)

5% less first-time investments, than exits

New positions opened: 221 | Existing positions closed: 233

3% less funds holding

Funds holding: 1,1401,109 (-31)

25% less call options, than puts

Call options by funds: $5.69B | Put options by funds: $7.59B

34% less capital invested

Capital invested by funds: $93.5B → $62B (-$31.5B)

44% less funds holding in top 10

Funds holding in top 10: 3922 (-17)

Holders
1,109
Holders Change
-31
Holders Change %
-2.72%
% of All Funds
17.07%
Holding in Top 10
22
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-43.59%
% of All Funds
0.34%
New
221
Increased
403
Reduced
379
Closed
233
Calls
$5.69B
Puts
$7.59B
Net Calls
-$1.9B
Net Calls Change
-$599M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
351
MML Investors Services
Massachusetts
$2.51M -$2.3M -7,874 -44%
KWILP
352
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.5M -$168K -575 -6%
Tudor Investment Corp
353
Tudor Investment Corp
Connecticut
$2.46M -$4.16M -14,215 -59%
BM
354
Brandywine Managers
Delaware
$2.42M
SP
355
Symmetry Partners
Connecticut
$2.4M +$81.9K +280 +3%
KRSITF
356
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.37M -$5.26K -18 -0.2%
PCMU
357
Paragon Capital Management (Utah)
Utah
$2.37M +$2.73M +9,322 New
CF
358
Centaurus Financial
California
$2.36M -$177K -606 -6%
BRWA
359
B. Riley Wealth Advisors
Florida
$2.34M -$492K -1,683 -15%
GKWIM
360
Gerber Kawasaki Wealth & Investment Management
California
$2.33M +$2.68M +9,176 +4,933%
NIPH
361
NN Investment Partners Holdings
Netherlands
$2.24M -$3.21M -10,967 -55%
OPA
362
Old Port Advisors
Maine
$2.24M +$188K +642 +7%
SL
363
Stevard LLC
Illinois
$2.23M -$234K -801 -8%
NA
364
NewEdge Advisors
Louisiana
$2.22M -$1.24M -4,234 -33%
SWP
365
Stratos Wealth Partners
Ohio
$2.21M -$1.92M -6,557 -43%
CAPTRUST Financial Advisors
366
CAPTRUST Financial Advisors
North Carolina
$2.21M -$1.61M -5,515 -39%
WG
367
Winton Group
United Kingdom
$2.21M +$1.28M +4,383 +102%
APF
368
Alaska Permanent Fund
Alaska
$2.17M
WAM
369
Weiss Asset Management
Massachusetts
$2.13M +$2.45M +8,370 New
AAM
370
Advisors Asset Management
Colorado
$2.11M +$556K +1,903 +30%
SC
371
Scotia Capital
Ontario, Canada
$2.1M -$2.06M -7,045 -46%
1WA
372
180 Wealth Advisors
Washington
$2.08M +$256K +876 +7%
LS
373
Livforsakringsbolaget Skandia
Sweden
$2.08M -$380K -1,300 -14%
WAP
374
Wealthcare Advisory Partners
Pennsylvania
$2.08M -$187K -640 -7%
OCM
375
One Capital Management
California
$2.06M +$2.38M +8,127 New

MRNA Hedge Fund Activity: Q4 2021 in Review

1,109 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q4 2021, worth a combined $62B — down 34% from $93.5B a quarter earlier.

Sellers outnumbered buyers: 233 funds closed out of MRNA and 221 opened new positions — a net loss of 12 holders — while 379 trimmed existing stakes and 403 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $1.04B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $1.28B sold.

  • 1,109 institutional investors held Moderna (MRNA) as of Q4 2021, down from 1,140 in Q3 2021.
  • Funds reported $62B of Moderna stock for Q4 2021, down 34% quarter-over-quarter.
  • 221 funds opened new Moderna positions in Q4 2021 and 233 closed out, a net change of -12 holders.
  • The largest Moderna buyer in Q4 2021 was Baillie Gifford & Co, an estimated $1.04B added.
  • The largest Moderna seller in Q4 2021 was Lone Pine Capital, an estimated $1.28B sold.

Based on aggregated 13F filings for Q4 2021.