We are live on ! Find out more
MRNA icon

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
TCM
426
Tradewinds Capital Management
Washington
$13K +$11K +200 New
PO
427
Private Ocean
California
$13K +$11.6K +211 New
GWS
428
Glassman Wealth Services
Virginia
$11K +$3.34K +61 +53%
FCA
429
FinTrust Capital Advisors
South Carolina
$10K +$1.04K +19 +14%
TFGT
430
TS Financial Group (TSFG)
Illinois
$10K +$8.21K +150 New
TPCW
431
TD Private Client Wealth
New York
$9.18K +$383 +7 +5%
EIP
432
Ellis Investment Partners
Pennsylvania
$9K +$5.75K +105 +210%
MPWT
433
MassMutual Private Wealth & Trust
Connecticut
$9K +$7.67K +140 New
TCOV
434
Trust Company of Vermont
Vermont
$9K +$7.67K +140 New
TL
435
TrueWealth LLC
Georgia
$9K +$8K +146 New
EARNEST Partners
436
EARNEST Partners
Georgia
$8K +$6.46K +118 New
JFGIW
437
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K +$6.57K +120 New
BWM
438
BerganKDV Wealth Management
Minnesota
$8K +$6.74K +123 New
APWM
439
Atlas Private Wealth Management
New York
$8K +$6.85K +125 New
AF
440
Advisornet Financial
Minnesota
$8K +$7.01K +128 New
BWP
441
Baldwin Wealth Partners
Massachusetts
$7K
HFS
442
Hantz Financial Services
Michigan
$7K +$5.64K +103 New
OSAM
443
O'Shaughnessy Asset Management
Connecticut
$7K +$5.97K +109 New
BCA
444
Berman Capital Advisors
Georgia
$7K +$6.08K +111 New
BFEC
445
Benjamin F. Edwards & Company
Missouri
$6K -$13.1K -240 -71%
HR
446
Howe & Rusling
New York
$6K
GAM
447
Gemmer Asset Management
California
$6K +$4.11K +75 +300%
BWL
448
Bogart Wealth LLC
Virginia
$6K +$5.48K +100 New
CB
449
CNB Bank
Pennsylvania
$6K +$5.48K +100 New
CCM
450
Covington Capital Management
California
$6K +$5.48K +100 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.