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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
HNB
451
Huntington National Bank
Ohio
$6K +$5.48K +100 New
FHA
452
First Horizon Advisors
Tennessee
$6K +$5.7K +104 New
JCM
453
Jacobi Capital Management
Pennsylvania
$5K -$50.9K -929 -93%
CTC
454
Central Trust Company
Missouri
$5K
HWM
455
Holloway Wealth Management
Florida
$5K
PCG
456
Private Capital Group
Connecticut
$5K +$3.89K +71 New
BL
457
Balentine LLC
Georgia
$5K +$4.54K +83 New
GFPC
458
Global Financial Private Client
Florida
$4.5K +$4K +73 New
EW
459
Evoke Wealth
California
$4K -$54.8K -1,000 -94%
ABC
460
Associated Banc-Corp
Wisconsin
$4K
AWM
461
Avior Wealth Management
Nebraska
$4K
LC
462
Lindbrook Capital
California
$4K +$1.09K +20 +56%
ADL
463
Asset Dedication LLC
California
$4K +$3.72K +68 New
ZB
464
Zions Bancorporation
Utah
$4K +$3.72K +68 New
ST
465
Smithfield Trust
Pennsylvania
$4K +$4K +73 New
TFS
466
TrustCore Financial Services
Tennessee
$3K -$8.49K -155 -78%
SSB
467
Sandy Spring Bank
Maryland
$3K -$2.74K -50 -50%
AA
468
AlphaMark Advisors
Kentucky
$3K +$2.19K +40 New
HPC
469
HM Payson & Co
Maine
$3K +$2.19K +40 New
HI
470
Hoey Investments
Pennsylvania
$3K +$2.19K +40 New
GI
471
Gradient Investments
Minnesota
$3K +$2.3K +42 New
CA
472
Clearstead Advisors
Ohio
$3K +$2.46K +45 New
RIA
473
RPG Investment Advisory
California
$3K +$2.46K +45 New
LWA
474
Lenox Wealth Advisors
New York
$3K +$2.52K +46 New
EI
475
Ellevest Inc
New York
$2K -$602 -11 -31%

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.