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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
GTC
451
Ghost Tree Capital
New York
$2.04M +$479K +1,300 +33%
EFM
452
E Fund Management
China
$2M +$1.92M +5,204 New
RW
453
RVW Wealth
California
$2M +$2.04M +5,537 New
MAFM
454
Mid Atlantic Financial Management
Pennsylvania
$1.98M +$26.6K +72 +1%
SFI
455
Siemens Fonds Invest
Germany
$1.95M +$1.87M +5,077 New
AFC
456
AFT Forsyth & Company
Florida
$1.95M +$18.4K +50 +1%
AFS
457
Aft Forsyth & Sober
Florida
$1.94M +$1.86M +5,050 New
RPSA
458
Richard P. Slaughter Associates
Texas
$1.94M -$3.33M -9,034 -64%
LCH
459
Lee Capital Holdings
New York
$1.92M +$1.84M +5,000 New
CPC
460
Cookson Peirce & Co
Pennsylvania
$1.92M -$1.56M -4,229 -46%
GW
461
GW & Wade
Massachusetts
$1.92M -$944K -2,560 -34%
WEPOG
462
Wealth Enhancement & Preservation of GA
Georgia
$1.92M +$1.84M +4,977 New
NFG
463
Next Financial Group
Texas
$1.91M -$907K -2,459 -33%
UMC
464
United Maritime Capital
New York
$1.91M +$1.83M +4,950 New
BIAS
465
Beacon Investment Advisory Services
New Jersey
$1.9M +$191K +518 +12%
AP
466
Advisor Partners
California
$1.89M +$1.81M +4,907 New
PWS
467
Precision Wealth Strategies
Missouri
$1.89M -$73.8K -200 -4%
WA
468
Winfield Associates
Ohio
$1.85M +$326K +885 +23%
FBC
469
Fairfield, Bush & Co
Connecticut
$1.85M +$1.77M +4,800 New
SSA
470
Schonfeld Strategic Advisors
New York
$1.81M -$11.2M -30,352 -87%
BA
471
Birinyi Associates
Connecticut
$1.79M +$793K +2,150 +86%
OGC
472
Oak Grove Capital
New Hampshire
$1.79M +$162K +440 +10%
V
473
Veritable
Delaware
$1.78M +$765K +2,073 +82%
SWM
474
Spire Wealth Management
Virginia
$1.77M +$603K +1,636 +56%
TMAM
475
Tokio Marine Asset Management
Japan
$1.77M -$1.45M -3,941 -46%
17 18
19
20 21

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.