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Moderna
MRNA

915 hedge funds and large institutions have $29.1B invested in Moderna in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 302 increasing their positions, 354 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $4.77B | Put options by funds: $1.81B

1.7% more ownership

Funds ownership: 61.49% → 63.19% (+1.7%)

7% less funds holding

Funds holding: 981 → 915 (-66)

15% less repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 354

15% less capital invested

Capital invested by funds: $34.4B → $29.1B (-$5.26B)

21% less funds holding in top 10

Funds holding in top 10: 24 → 19 (-5)

37% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 127

Holders
915
Holders Change
-66
Holders Change %
-6.73%
% of All Funds
15.76%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.33%
New
80
Increased
302
Reduced
354
Closed
127
Calls
$4.77B
Puts
$1.81B
Net Calls
+$2.96B
Net Calls Change
+$212M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$463M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$275M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$129M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$74.8M
5
Amundi
Amundi
France
+$67.9M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$229M
2
Renaissance Technologies
Renaissance Technologies
New York
-$185M
3
BlackRock
BlackRock
New York
-$124M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$105M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$85.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
376
Mark Asset Management
New York
$1.18M – – –
QFA
377
Quattro Financial Advisors
Texas
$1.18M – – –
HIA
378
Harbor Investment Advisory
Maryland
$1.14M -$166K -1,091 -10%
BRWA
379
B. Riley Wealth Advisors
Florida
$1.14M +$406K +2,675 +39%
Fifth Third Bancorp
380
Fifth Third Bancorp
Ohio
$1.13M +$195K +1,286 +16%
BM
381
Brandywine Managers
Delaware
$1.13M – – –
BMSSC
382
B. Metzler seel. Sohn & Co
Germany
$1.09M +$106K +698 +8%
MFAM
383
Motley Fool Asset Management
Virginia
$1.08M -$8.19K -54 -0.6%
Wealthfront Advisers
384
Wealthfront Advisers
California
$1.08M -$935K -6,162 -40%
SDIC
385
South Dakota Investment Council
South Dakota
$1.08M – – –
CCM
386
Cohen Capital Management
California
$1.06M – – –
UM
387
Ulysses Management
New York
$1.06M +$1.37M +9,000 New
FFN
388
Focus Financial Network
Minnesota
$1.06M -$66.2K -436 -5%
GAA
389
Green Alpha Advisors
Colorado
$1.06M -$11.8M -77,650 -90%
EFM
390
E Fund Management
China
$1.06M +$36K +237 +3%
ECM
391
ExodusPoint Capital Management
New York
$1.05M +$1.35M +8,908 New
CF
392
Centaurus Financial
California
$1.05M -$16.7K -110 -1%
WIC
393
Woodmont Investment Counsel
Tennessee
$1.04M -$5.31K -35 -0.4%
MA
394
Momentum Advisors
New York
$1.03M +$33.2K +219 +3%
OPPTF
395
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.02M -$607 -4 -0%
RI
396
Redwood Investments
Massachusetts
$1M -$123K -808 -9%
PIM
397
Profit Investment Management
Maryland
$982K – – –
RFWA
398
RPg Family Wealth Advisory
Massachusetts
$974K +$3.19K +21 +0.3%
SL
399
Stevard LLC
Illinois
$968K +$1.24M +8,188 New
CM
400
Capula Management
Cayman Islands
$962K +$1.23M +8,133 New
14 15
16
17 18

MRNA Hedge Fund Activity: Q3 2022 in Review

915 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q3 2022, worth a combined $29.1B — down 15% from $34.4B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of MRNA and 80 opened new positions — a net loss of 47 holders — while 354 trimmed existing stakes and 302 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $463M. The largest seller was Goldman Sachs, cutting an estimated $229M.

  • 915 institutional investors held Moderna (MRNA) as of Q3 2022, down from 981 in Q2 2022.
  • Funds reported $29.1B of Moderna stock for Q3 2022, down 15% quarter-over-quarter.
  • 80 funds opened new Moderna positions in Q3 2022 and 127 closed out, a net change of -47 holders.
  • The largest Moderna buyer in Q3 2022 was T. Rowe Price Associates, an estimated $463M added.
  • The largest Moderna seller in Q3 2022 was Goldman Sachs, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2022.