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Moderna
MRNA

776 hedge funds and large institutions have $27.4B invested in Moderna in 2021 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 292 increasing their positions, 223 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 102

31% more capital invested

Capital invested by funds: $20.9B → $27.4B (+$6.51B)

31% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 223

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

8% more funds holding

Funds holding: 717 → 776 (+59)

1.92% more ownership

Funds ownership: 50.49% → 52.41% (+1.9%)

15% less call options, than puts

Call options by funds: $2.01B | Put options by funds: $2.37B

Holders
776
Holders Change
+59
Holders Change %
+8.23%
% of All Funds
13.63%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
169
Increased
292
Reduced
223
Closed
102
Calls
$2.01B
Puts
$2.37B
Net Calls
-$360M
Net Calls Change
+$123M

Top Buyers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$3.05B
2
Morgan Stanley
Morgan Stanley
New York
+$352M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$340M
4
Capital World Investors
Capital World Investors
California
+$263M
5
Coatue Management
Coatue Management
New York
+$182M

Top Sellers

Rank Fund Capital Flow
1
FP
Flagship Pioneering
Massachusetts
-$1.49B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$645M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$442M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$316M
5
RWA
Ropes Wealth Advisors
Massachusetts
-$184M
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
526
Reik & Co
New York
$262K +$290K +2,000 New
PSUF
527
People's United Financial
Connecticut
$262K +$290K +2,004 New
MCWS
528
McKinley Carter Wealth Services
West Virginia
$261K – – –
SFPG
529
Stonebridge Financial Planning Group
Florida
$260K – – –
LFAS
530
Level Four Advisory Services
Texas
$259K -$27.7K -191 -9%
BSW
531
Buckingham Strategic Wealth
Missouri
$253K +$280K +1,930 New
V
532
Veritable
Delaware
$251K +$278K +1,919 New
FBB
533
Fulton Breakefield Broenniman
Maryland
$250K – – –
FMT
534
First Mercantile Trust
Tennessee
$250K +$84.2K +581 +44%
BBP
535
Banco BTG Pactual
Brazil
$249K +$275K +1,900 New
OPS
536
Orion Portfolio Solutions
Nebraska
$248K -$52.5K -362 -16%
MIC
537
Means Investment Company
Maine
$248K +$4.49K +31 +2%
ESCM
538
Echo Street Capital Management
New York
$246K +$272K +1,878 New
PFM
539
Peak Financial Management
Massachusetts
$242K -$30.4K -210 -10%
GAM
540
Gotham Asset Management
New York
$240K -$574K -3,962 -68%
SWM
541
Spire Wealth Management
Virginia
$239K +$274K +1,889 New
HPCM
542
Hunter Perkins Capital Management
Illinois
$236K -$29K -200 -10%
Fayez Sarofim & Co
543
Fayez Sarofim & Co
Texas
$236K +$261K +1,800 New
RBFC
544
Roman Butler Fullerton & Co
Missouri
$235K +$213K +1,470 New
BAM
545
Beaumont Asset Management
Texas
$235K +$260K +1,796 New
PCM
546
Parsons Capital Management
Rhode Island
$229K +$254K +1,750 New
Koshinski Asset Management
547
Koshinski Asset Management
Illinois
$227K -$230K -1,586 -48%
CCG
548
Cypress Capital Group
Florida
$226K -$120K -830 -33%
VFA
549
Valeo Financial Advisors
Indiana
$226K +$69.7K +481 +39%
MIG
550
McGuire Investment Group
Rhode Island
$226K +$250K +1,727 New
20 21
22
23 24

MRNA Hedge Fund Activity: Q1 2021 in Review

776 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q1 2021, worth a combined $27.4B — up 31% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new MRNA positions and 102 closed out — a net gain of 67 holders — while 292 added to existing stakes and 223 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $3.05B. The largest seller was Flagship Pioneering, cutting an estimated $1.49B.

  • 776 institutional investors held Moderna (MRNA) as of Q1 2021, up from 717 in Q4 2020.
  • Funds reported $27.4B of Moderna stock for Q1 2021, up 31% quarter-over-quarter.
  • 169 funds opened new Moderna positions in Q1 2021 and 102 closed out, a net change of +67 holders.
  • The largest Moderna buyer in Q1 2021 was Baillie Gifford & Co, an estimated $3.05B added.
  • The largest Moderna seller in Q1 2021 was Flagship Pioneering, an estimated $1.49B sold.

Based on aggregated 13F filings for Q1 2021.