We are live on ! Find out more
MRNA icon

Moderna
MRNA

1,140 hedge funds and large institutions have $93.5B invested in Moderna in 2021 Q3 according to their latest regulatory filings, with 322 funds opening new positions, 395 increasing their positions, 325 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more first-time investments, than exits

New positions opened: 322 | Existing positions closed: 74

74% more capital invested

Capital invested by funds: $53.9B → $93.5B (+$39.7B)

26% more funds holding

Funds holding: 903 → 1,140 (+237)

22% more funds holding in top 10

Funds holding in top 10: 32 → 39 (+7)

22% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 325

3.19% more ownership

Funds ownership: 57.08% → 60.27% (+3.2%)

13% less call options, than puts

Call options by funds: $8.43B | Put options by funds: $9.72B

Holders
1,140
Holders Change
+237
Holders Change %
+26.25%
% of All Funds
19.96%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.68%
New
322
Increased
395
Reduced
325
Closed
74
Calls
$8.43B
Puts
$9.72B
Net Calls
-$1.3B
Net Calls Change
-$577M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.76B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.58B
3
State Street
State Street
Massachusetts
+$2.45B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$887M
5
Northern Trust
Northern Trust
Illinois
+$557M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$1.35B
2
FP
Flagship Pioneering
Massachusetts
-$1.11B
3
TP
Theleme Partners
United Kingdom
-$780M
4
Morgan Stanley
Morgan Stanley
New York
-$649M
5
Renaissance Technologies
Renaissance Technologies
New York
-$438M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
401
Financial Advocates Investment Management
Washington
$2.9M +$2.05M +5,570 +282%
UOC
402
UBS O'Connor
Illinois
$2.89M +$553K +1,500 +25%
Capstone Investment Advisors
403
Capstone Investment Advisors
New York
$2.88M +$2.76M +7,471 New
GIA
404
Gladstone Institutional Advisory
Florida
$2.84M -$316K -858 -10%
ACM
405
Alcosta Capital Management
California
$2.74M +$2.62M +7,108 New
MGIA
406
Moneta Group Investment Advisors
Missouri
$2.73M -$2.14M -5,813 -45%
QC
407
Quantedge Capital
Singapore
$2.69M – – –
SBIA
408
Sheaff Brock Investment Advisors
Indiana
$2.63M +$47.2K +128 +2%
CTFG
409
Capstone Triton Financial Group
Oklahoma
$2.63M +$105K +286 +4%
RFWA
410
RPg Family Wealth Advisory
Massachusetts
$2.59M -$2.8M -7,580 -53%
GAA
411
Green Alpha Advisors
Colorado
$2.59M -$326K -885 -12%
BFEC
412
Benjamin F. Edwards & Company
Missouri
$2.58M +$1.79M +4,853 +263%
MAM
413
Morse Asset Management
Connecticut
$2.57M +$32.1K +87 +1%
CLCM
414
Crawford Lake Capital Management
New Jersey
$2.56M +$2.45M +6,638 New
AC
415
Allstate Corporation
Illinois
$2.53M -$161K -436 -6%
BCM
416
Bridgeway Capital Management
Texas
$2.5M +$2.4M +6,500 New
VW
417
Vantage Wealth
California
$2.48M -$664K -1,800 -22%
AG
418
AIA Group
Hong Kong
$2.48M +$1.47M +3,984 +163%
KPWS
419
Kestra Private Wealth Services
Texas
$2.48M +$650K +1,763 +38%
AAM
420
Advisors Asset Management
Colorado
$2.47M +$180K +488 +8%
AC
421
Avestar Capital
New York
$2.42M -$1.26M -3,421 -35%
XT
422
XTX Topco
Cayman Islands
$2.4M +$1.95M +5,299 +567%
AW
423
ACG Wealth
Georgia
$2.38M +$98.8K +268 +5%
PA
424
Parallel Advisors
California
$2.37M +$1.03M +2,787 +83%
AAS
425
Avantax Advisory Services
Texas
$2.35M +$75.6K +205 +3%
15 16
17
18 19

MRNA Hedge Fund Activity: Q3 2021 in Review

1,140 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q3 2021, worth a combined $93.5B — up 74% from $53.9B a quarter earlier.

Buyers outnumbered sellers: 322 funds opened new MRNA positions and 74 closed out — a net gain of 248 holders — while 395 added to existing stakes and 325 trimmed.

The largest buyer was BlackRock, adding an estimated $2.76B. The largest seller was Baillie Gifford & Co, cutting an estimated $1.35B.

  • 1,140 institutional investors held Moderna (MRNA) as of Q3 2021, up from 903 in Q2 2021.
  • Funds reported $93.5B of Moderna stock for Q3 2021, up 74% quarter-over-quarter.
  • 322 funds opened new Moderna positions in Q3 2021 and 74 closed out, a net change of +248 holders.
  • The largest Moderna buyer in Q3 2021 was BlackRock, an estimated $2.76B added.
  • The largest Moderna seller in Q3 2021 was Baillie Gifford & Co, an estimated $1.35B sold.

Based on aggregated 13F filings for Q3 2021.