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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
PAM
376
Panagora Asset Management
Massachusetts
$56K +$47.5K +868 New
DOA
377
D'Orazio & Associates
Virginia
$51K +$43.8K +800 New
CIA
378
CSat Investment Advisory
Michigan
$49K +$42.2K +770 New
WCG
379
Weaver Consulting Group
California
$48K +$41K +748 New
VCM
380
Vigilant Capital Management
Maine
$48K +$41.1K +750 New
FWM
381
FSA Wealth Management
Massachusetts
$45K
JWA
382
JFS Wealth Advisors
Pennsylvania
$45K
PA
383
Parallel Advisors
California
$44K +$2.85K +52 +8%
RCA
384
Ranch Capital Advisors
Florida
$44K +$21.6K +395 +176%
AIM
385
AIA Investment Management
Singapore
$42K +$35.8K +653 New
AWM
386
Apollon Wealth Management
South Carolina
$41K +$34.9K +638 New
SBL
387
Sargent Bickham Lagudis
Colorado
$39K
AF
388
Allworth Financial
California
$38K +$2.19K +40 +7%
CFGS
389
Concourse Financial Group Securities
Alabama
$38K +$32.4K +592 New
QCG
390
Quadrant Capital Group
Ohio
$37K -$67.1K -1,225 -68%
GWMIA
391
Global Wealth Management Investment Advisory
Florida
$36K +$17K +310 +124%
AA
392
Ancora Advisors
Ohio
$35K
EFSCE
393
Enterprise Financial Services Corp (EFSC)
Missouri
$35K +$28.4K +519 +2,076%
BWA
394
BDO Wealth Advisors
Florida
$32K +$27.4K +500 New
CP
395
Corbenic Partners
Pennsylvania
$32K +$27.4K +500 New
EWM
396
Endurance Wealth Management
Rhode Island
$29K -$16.4K -300 -40%
GRP
397
Global Retirement Partners
California
$27K -$39.6K -723 -63%
Bessemer Group
398
Bessemer Group
New Jersey
$27K +$23K +420 New
CBT
399
Central Bank & Trust
Kentucky
$27K +$23.1K +422 New
SIS
400
Sound Income Strategies
Florida
$26K +$21.9K +400 New

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.