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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
TCA
501
Transcend Capital Advisors
New Jersey
$1.51M +$1.61M +4,378 New
SF
502
Synovus Financial
Georgia
$1.48M -$86.7K -235 -6%
OSAM
503
O'Shaughnessy Asset Management
Connecticut
$1.48M +$765K +2,073 +118%
S
504
SignatureFD
Georgia
$1.47M +$511K +1,386 +57%
SSWM
505
Sheets Smith Wealth Management
North Carolina
$1.46M – – –
CL
506
CSS LLC
Illinois
$1.46M +$1.4M +3,800 New
ER
507
Enlightenment Research
Florida
$1.46M +$1.4M +3,795 New
QI
508
Qtron Investments
Massachusetts
$1.41M -$825K -2,238 -38%
DCM
509
Dimension Capital Management
Florida
$1.4M +$534K +1,448 +66%
FHA
510
Flagship Harbor Advisors
Massachusetts
$1.4M – – –
KF
511
Krilogy Financial
Missouri
$1.39M +$98.8K +268 +8%
RFG
512
Range Financial Group
Oregon
$1.39M +$797K +2,162 +149%
HIS
513
Harvest Investment Services
Illinois
$1.38M -$182K -493 -12%
ECM
514
ExodusPoint Capital Management
New York
$1.36M -$123M -332,981 -99%
OPWM
515
Oxinas Partners Wealth Management
Indiana
$1.34M +$1.29M +3,488 New
GT
516
Greenleaf Trust
Michigan
$1.33M +$1.28M +3,468 New
CWM
517
Cornerstone Wealth Management
Missouri
$1.33M +$350K +950 +38%
CAN
518
Claraphi Advisory Network
United States
$1.32M +$256K +693 +25%
SCA
519
Snowden Capital Advisors
New York
$1.32M +$2.21K +6 +0.2%
NFC
520
Northeast Financial Consultants
Connecticut
$1.31M +$885K +2,400 +240%
PTC
521
Philadelphia Trust Company
Pennsylvania
$1.29M -$18.4K -50 -1%
HFM
522
Harvest Fund Management
China
$1.29M +$220K +596 +22%
TAM
523
Trust Asset Management
Texas
$1.29M +$1.24M +3,357 New
KWM
524
Kingsview Wealth Management
Oregon
$1.29M +$342K +927 +38%
PFGIA
525
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M -$88.5K -240 -7%
19 20
21
22 23

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.