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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
N
26
Nuveen
North Carolina
$68.6M +$14M +256,011 +31%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$68.5M +$22.8M +416,540 +64%
Swiss National Bank
28
Swiss National Bank
Switzerland
$66.2M +$56.5M +1,030,900 New
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$65.3M +$26.9M +491,217 +93%
Legal & General Group
30
Legal & General Group
United Kingdom
$61M +$42.5M +775,540 +444%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$55.1M +$42.5M +776,564 +956%
UBS AM
32
UBS AM
Illinois
$46.3M +$22.6M +412,859 +134%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.2M -$24M -437,515 -37%
EAM
34
Eagle Asset Management
Florida
$44.5M +$39.3M +717,391 New
AAMU
35
Amundi Asset Management US
Massachusetts
$42.4M +$17.5M +319,502 +94%
Bank of America
36
Bank of America
North Carolina
$40.9M +$12.9M +236,414 +59%
Mitsubishi UFJ Trust & Banking
37
Mitsubishi UFJ Trust & Banking
Japan
$39.9M +$11.1M +202,003 +48%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$39.2M +$14.7M +268,354 +79%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$38.5M +$8.26M +150,897 +34%
CTA
40
Carillon Tower Advisers
Florida
$35.3M +$30.1M +550,235 New
Millennium Management
41
Millennium Management
New York
$35.2M -$3.75M -68,434 -11%
FCM
42
Frontier Capital Management
Massachusetts
$34.6M +$3.99M +72,937 +16%
Bank Julius Baer & Co
43
Bank Julius Baer & Co
Switzerland
$34.2M -$14.2M -258,938 -33%
MAM
44
Myriad Asset Management
Hong Kong
$32.4M +$27.7M +505,155 New
AG
45
Artal Group
Luxembourg
$32.1M -$137M -2,500,000 -83%
TCM
46
Tekla Capital Management
Massachusetts
$31.6M +$13.1M +238,360 +94%
AII
47
AGF Investments Inc
Ontario, Canada
$31.6M +$26.9M +491,467 New
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$30.9M +$26.4M +481,631 New
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$30.8M +$5.61M +102,347 +27%
Barclays
50
Barclays
United Kingdom
$28M +$17.7M +322,685 +285%

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.