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Moderna

1,109 hedge funds and large institutions have $62B invested in Moderna in 2021 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 403 increasing their positions, 379 reducing their positions, and 233 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 379

0.58% more ownership

Funds ownership: 60.27%60.85% (+0.58%)

5% less first-time investments, than exits

New positions opened: 221 | Existing positions closed: 233

3% less funds holding

Funds holding: 1,1401,109 (-31)

25% less call options, than puts

Call options by funds: $5.69B | Put options by funds: $7.59B

34% less capital invested

Capital invested by funds: $93.5B → $62B (-$31.5B)

44% less funds holding in top 10

Funds holding in top 10: 3922 (-17)

Holders
1,109
Holders Change
-31
Holders Change %
-2.72%
% of All Funds
17.07%
Holding in Top 10
22
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-43.59%
% of All Funds
0.34%
New
221
Increased
403
Reduced
379
Closed
233
Calls
$5.69B
Puts
$7.59B
Net Calls
-$1.9B
Net Calls Change
-$599M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$134M +$4.99M +17,074 +3%
Citadel Advisors
52
Citadel Advisors
Florida
$132M +$71.1M +243,006 +88%
AQR Capital Management
53
AQR Capital Management
Connecticut
$130M +$23.4M +79,961 +18%
AllianceBernstein
54
AllianceBernstein
Tennessee
$129M -$7.57M -25,884 -5%
Arrowstreet Capital
55
Arrowstreet Capital
Massachusetts
$127M +$24.6M +84,041 +20%
Wells Fargo
56
Wells Fargo
California
$119M -$29.6M -101,312 -18%
National Pension Service
57
National Pension Service
South Korea
$113M +$10.9M +37,117 +9%
Amundi
58
Amundi
France
$112M +$16.1M +55,228 +12%
Principal Financial Group
59
Principal Financial Group
Iowa
$109M -$2.42M -8,293 -2%
EVM
60
Eaton Vance Management
Massachusetts
$108M -$983K -3,361 -0.8%
Wellington Management Group
61
Wellington Management Group
Massachusetts
$106M +$110M +375,776 +872%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$102M -$156K -533 -0.1%
Macquarie Group
63
Macquarie Group
Australia
$101M -$121M -413,013 -51%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$101M +$5.79M +19,798 +5%
Adage Capital Partners
65
Adage Capital Partners
Massachusetts
$95.5M +$14.3M +48,788 +15%
First Trust Advisors
66
First Trust Advisors
Illinois
$92.7M -$33.5M -114,511 -24%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$89.6M -$4.17M -14,246 -4%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$84.8M +$61.5M +210,489 +171%
Prudential Financial
69
Prudential Financial
New Jersey
$82.9M -$6.61M -22,605 -7%
Korea Investment Corp
70
Korea Investment Corp
South Korea
$76.5M +$50.1M +171,300 +132%
VanEck Associates
71
VanEck Associates
New York
$75.6M +$30.8M +105,382 +55%
Ameriprise
72
Ameriprise
Minnesota
$75.4M +$20.2M +69,045 +29%
Two Sigma Investments
73
Two Sigma Investments
New York
$72.1M -$63.7M -217,959 -43%
Millennium Management
74
Millennium Management
New York
$69.5M +$26.1M +89,389 +48%
FT
75
Fiduciary Trust
Massachusetts
$69.1M -$205K -700 -0.3%

MRNA Hedge Fund Activity: Q4 2021 in Review

1,109 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q4 2021, worth a combined $62B — down 34% from $93.5B a quarter earlier.

Sellers outnumbered buyers: 233 funds closed out of MRNA and 221 opened new positions — a net loss of 12 holders — while 379 trimmed existing stakes and 403 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $1.04B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $1.28B sold.

  • 1,109 institutional investors held Moderna (MRNA) as of Q4 2021, down from 1,140 in Q3 2021.
  • Funds reported $62B of Moderna stock for Q4 2021, down 34% quarter-over-quarter.
  • 221 funds opened new Moderna positions in Q4 2021 and 233 closed out, a net change of -12 holders.
  • The largest Moderna buyer in Q4 2021 was Baillie Gifford & Co, an estimated $1.04B added.
  • The largest Moderna seller in Q4 2021 was Lone Pine Capital, an estimated $1.28B sold.

Based on aggregated 13F filings for Q4 2021.