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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
ASN
376
Advisory Services Network
Georgia
$144K +$142K +2,030 New
RE
377
RBC Europe
United Kingdom
$130K +$32.1K +460 +33%
SFPG
378
Stonebridge Financial Planning Group
Florida
$123K +$88.2K +1,265 +316%
GT
379
Glenmede Trust
Pennsylvania
$115K -$6.69K -96 -6%
SAM
380
Shell Asset Management
Netherlands
$111K
SQA
381
Simon Quick Advisors
New Jersey
$106K -$105K -1,500 -50%
Nomura Holdings
382
Nomura Holdings
Japan
$106K +$105K +1,500 New
FMT
383
First Mercantile Trust
Tennessee
$103K -$20.6K -296 -18%
GCM
384
Gables Capital Management
Florida
$92K +$90.6K +1,300 New
LF
385
Lee Financial
Texas
$92K +$90.6K +1,300 New
PFGIA
386
Patriot Financial Group Insurance Agency
Massachusetts
$91K +$21.3K +305 +31%
LFG
387
Larson Financial Group
Missouri
$89K -$20.8K -298 -19%
WAM
388
Wolverine Asset Management
Illinois
$87K +$10.7K +154 +14%
CHAM
389
Clear Harbor Asset Management
Connecticut
$86K +$84.7K +1,215 New
First Manhattan
390
First Manhattan
New York
$81K +$59.3K +850 +283%
AIC
391
Archer Investment Corporation
Indiana
$79.3K +$8.44K +121 +12%
FFA
392
Founders Financial Alliance
North Carolina
$78K +$77K +1,105 New
CFD
393
Creative Financial Designs
Indiana
$71K
FCB
394
First Command Bank
Texas
$71K +$69.7K +1,000 New
FCFS
395
First Command Financial Services
Texas
$71K +$69.7K +1,000 New
NFSG
396
Newbridge Financial Services Group
Florida
$71K +$70K +1,004 New
HWA
397
Heritage Wealth Advisors
Virginia
$70.9K +$139 +2 +0.2%
PA
398
Parallel Advisors
California
$70K +$20K +287 +41%
PCM
399
Prelude Capital Management
New York
$68K +$66.9K +959 New
NFG
400
Next Financial Group
Texas
$65K +$63.9K +916 New

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.