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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
BWP
401
Baldwin Wealth Partners
Massachusetts
$64K +$55.8K +800 +727%
AP
402
Atwood & Palmer
Missouri
$57K +$55.8K +800 New
VCM
403
Vigilant Capital Management
Maine
$53K
CFGS
404
Concourse Financial Group Securities
Alabama
$52K +$9.97K +143 +24%
WCG
405
Weaver Consulting Group
California
$51K -$1.81K -26 -3%
JWA
406
JFS Wealth Advisors
Pennsylvania
$50K
BWA
407
BDO Wealth Advisors
Florida
$50K +$13.9K +200 +40%
EP
408
Eudaimonia Partners
Tennessee
$49K +$48.7K +698 New
SBL
409
Sargent Bickham Lagudis
Colorado
$48K +$5.23K +75 +12%
AA
410
Ancora Advisors
Ohio
$47K +$8.02K +115 +21%
S
411
SignatureFD
Georgia
$47K +$32.7K +469 +235%
AIM
412
AIA Investment Management
Singapore
$46K
AF
413
Allworth Financial
California
$45K +$2.79K +40 +7%
QCG
414
Quadrant Capital Group
Ohio
$44K +$3.83K +55 +10%
AWM
415
Avondale Wealth Management
Texas
$44K +$42.9K +616 New
RCA
416
Ranch Capital Advisors
Florida
$43K
SIAP
417
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$40K +$39.2K +562 +5,620%
GWMIA
418
Global Wealth Management Investment Advisory
Florida
$36K -$3.49K -50 -9%
EFSCE
419
Enterprise Financial Services Corp (EFSC)
Missouri
$35K -$3.07K -44 -8%
MA
420
MUFG Americas
New York
$35K +$34.9K +500 New
SOAMC
421
Spirit of America Management Corp
New York
$35K +$34.9K +500 New
GRP
422
Global Retirement Partners
California
$34K +$4.18K +60 +14%
BAMF
423
BI Asset Management Fondsmaeglerselskab
Denmark
$34K +$33.1K +475 New
JWM
424
Jeppson Wealth Management
California
$33K +$32.6K +467 New
EWM
425
Endurance Wealth Management
Rhode Island
$32K

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.