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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
BAM
426
Belpointe Asset Management
Nevada
$2.34M -$583K -1,580 -21%
IWC
427
Integrated Wealth Concepts
Massachusetts
$2.32M +$519K +1,408 +30%
GI
428
GAMCO Investors
Connecticut
$2.31M – – –
ACM
429
Advent Capital Management
New York
$2.31M +$2.21M +6,000 New
IA
430
IndexIQ Advisors
New York
$2.29M +$122K +330 +6%
PFS
431
Prospera Financial Services
Texas
$2.28M +$142K +384 +7%
JWCA
432
J.W. Cole Advisors
Florida
$2.27M +$196K +532 +10%
IC
433
IEQ Capital
California
$2.26M +$967K +2,622 +80%
WS
434
Wedbush Securities
California
$2.25M +$156K +422 +8%
PDN
435
Pensionfund DSM Netherlands
Netherlands
$2.23M +$2.14M +5,800 New
ASN
436
Advisory Services Network
Georgia
$2.23M +$1.19M +3,230 +126%
MWNA
437
Marshall Wace North America
New York
$2.21M -$11.8M -32,102 -85%
WAM
438
World Asset Management
Michigan
$2.21M +$122K +331 +6%
IMRF
439
Illinois Municipal Retirement Fund
Illinois
$2.19M – – –
XWM
440
Xcel Wealth Management
Florida
$2.18M +$333K +902 +19%
MWM
441
Meridian Wealth Management
Kentucky
$2.16M -$467K -1,267 -18%
S
442
swisspartners
Liechtenstein
$2.15M -$148K -400 -7%
BCM
443
Brookstone Capital Management
Illinois
$2.15M +$2.13M +5,786 +640%
CPSC
444
Carl P. Sherr & Co
Massachusetts
$2.15M -$4.79K -13 -0.2%
HI
445
Horizon Investments
North Carolina
$2.14M +$2.05M +5,552 New
DADC
446
D.A. Davidson & Co
Montana
$2.13M +$237K +643 +13%
IAM
447
Impala Asset Management
Florida
$2.11M +$2.02M +5,483 New
PHK
448
Point72 Hong Kong
Hong Kong
$2.09M +$2M +5,433 New
IHL
449
Investment House LLC
California
$2.09M +$2M +5,425 New
LNWWM
450
Laird Norton Wetherby Wealth Management
California
$2.08M +$627K +1,699 +46%
16 17
18
19 20

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.