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Moderna

547 hedge funds and large institutions have $14.5B invested in Moderna in 2020 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 222 increasing their positions, 137 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

62% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 137

12% more funds holding

Funds holding: 489547 (+58)

3% more capital invested

Capital invested by funds: $14.1B → $14.5B (+$417M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4.41% less ownership

Funds ownership: 56.41%51.99% (-4.4%)

21% less call options, than puts

Call options by funds: $671M | Put options by funds: $848M

Holders
547
Holders Change
+58
Holders Change %
+11.86%
% of All Funds
11.04%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
140
Increased
222
Reduced
137
Closed
79
Calls
$671M
Puts
$848M
Net Calls
-$176M
Net Calls Change
-$203M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
501
Hantz Financial Services
Michigan
$5K -$2.44K -35 -34%
ADL
502
Asset Dedication LLC
California
$5K
ABC
503
Associated Banc-Corp
Wisconsin
$5K
ST
504
Smithfield Trust
Pennsylvania
$5K
MF
505
Manchester Financial
California
$5K +$3.21K +46 +219%
1IA
506
1834 Investment Advisors
Wisconsin
$5K +$4.88K +70 New
Bessemer Group
507
Bessemer Group
New Jersey
$4K -$25.1K -360 -86%
GAM
508
Gemmer Asset Management
California
$4K -$2.79K -40 -40%
AWM
509
Avior Wealth Management
Nebraska
$4K
EW
510
Evoke Wealth
California
$4K
APC
511
Aspire Private Capital
North Carolina
$4K +$3.49K +50 New
BAM
512
Bellevue Asset Management
Washington
$4K +$3.49K +50 New
IFAM
513
Institutional & Family Asset Management
Colorado
$4K +$3.49K +50 New
JWBC
514
John W. Brooker & Co
California
$4K +$3.49K +50 New
KCM
515
Kathmere Capital Management
Pennsylvania
$4K +$3.49K +50 New
PFWA
516
Paces Ferry Wealth Advisors
Georgia
$4K +$3.49K +50 New
DSC
517
Duncker Streett & Co
Missouri
$4K +$3.83K +55 New
CPW
518
Catalyst Private Wealth
California
$4K +$4.32K +62 New
PO
519
Private Ocean
California
$3K -$11.9K -171 -81%
HPC
520
HM Payson & Co
Maine
$3K
HI
521
Hoey Investments
Pennsylvania
$3K
RIA
522
RPG Investment Advisory
California
$3K
TF
523
TimeScale Financial
Massachusetts
$3K +$1.25K +18 +72%
ICM
524
Islay Capital Management
Texas
$3K +$2.79K +40 New
RA
525
Rational Advisors
New York
$3K +$3K +43 New

MRNA Hedge Fund Activity: Q3 2020 in Review

547 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q3 2020, worth a combined $14.5B — up 3% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MRNA positions and 79 closed out — a net gain of 61 holders — while 222 added to existing stakes and 137 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $221M. The largest seller was Flagship Pioneering, cutting an estimated $628M.

  • 547 institutional investors held Moderna (MRNA) as of Q3 2020, up from 489 in Q2 2020.
  • Funds reported $14.5B of Moderna stock for Q3 2020, up 3% quarter-over-quarter.
  • 140 funds opened new Moderna positions in Q3 2020 and 79 closed out, a net change of +61 holders.
  • The largest Moderna buyer in Q3 2020 was Baillie Gifford & Co, an estimated $221M added.
  • The largest Moderna seller in Q3 2020 was Flagship Pioneering, an estimated $628M sold.

Based on aggregated 13F filings for Q3 2020.