Moderna
MRNA
1,015 hedge funds and large institutions have $38.5B invested in Moderna in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 335 increasing their positions, 391 reducing their positions, and 138 closing their positions.
20% more call options, than puts
Call options by funds: $2.24B | Put options by funds: $1.86B
5.9% more ownership
Funds ownership: 64.69% → 70.58% (+5.9%)
5% less funds holding
Funds holding: 1,071 → 1,015 (-56)
14% less capital invested
Capital invested by funds: $44.5B → $38.5B (-$6.04B)
14% less repeat investments, than reductions
Existing positions increased: 335 | Existing positions reduced: 391
20% less first-time investments, than exits
New positions opened: 110 | Existing positions closed: 138
45% less funds holding in top 10
Funds holding in top 10: 33 → 18 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$277M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$224M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$222M |
| 4 |
JP Morgan Chase
New York
|
+$180M |
| 5 |
Morgan Stanley
New York
|
+$126M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$186M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$184M |
| 3 |
BlackRock
New York
|
-$169M |
| 4 |
Barclays
London,
United Kingdom
|
-$134M |
| 5 |
Citigroup
New York
|
-$62.7M |
MRNA Hedge Fund Activity: Q1 2023 in Review
1,015 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q1 2023, worth a combined $38.5B — down 14% from $44.5B a quarter earlier.
Sellers outnumbered buyers: 138 funds closed out of MRNA and 110 opened new positions — a net loss of 28 holders — while 391 trimmed existing stakes and 335 added.
The largest buyer was Baillie Gifford & Co, adding an estimated $277M. The largest seller was Pacer Advisors, cutting an estimated $186M.
- 1,015 institutional investors held Moderna (MRNA) as of Q1 2023, down from 1,071 in Q4 2022.
- Funds reported $38.5B of Moderna stock for Q1 2023, down 14% quarter-over-quarter.
- 110 funds opened new Moderna positions in Q1 2023 and 138 closed out, a net change of -28 holders.
- The largest Moderna buyer in Q1 2023 was Baillie Gifford & Co, an estimated $277M added.
- The largest Moderna seller in Q1 2023 was Pacer Advisors, an estimated $186M sold.
Based on aggregated 13F filings for Q1 2023.