Moderna
MRNA
965 hedge funds and large institutions have $30.2B invested in Moderna in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 311 increasing their positions, 379 reducing their positions, and 121 closing their positions.
10% less call options, than puts
Call options by funds: $1.32B | Put options by funds: $1.46B
5% less funds holding
Funds holding: 1,015 → 965 (-50)
5.42% less ownership
Funds ownership: 70.58% → 65.17% (-5.4%)
17% less funds holding in top 10
Funds holding in top 10: 18 → 15 (-3)
18% less repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 379
21% less capital invested
Capital invested by funds: $38.5B → $30.2B (-$8.25B)
36% less first-time investments, than exits
New positions opened: 78 | Existing positions closed: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$116M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$112M |
| 3 |
Two Sigma Investments
New York
|
+$83.6M |
| 4 |
JP Morgan Chase
New York
|
+$70.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$66.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$2.84B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$183M |
| 3 |
BlackRock
New York
|
-$124M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$101M |
| 5 |
Jane Street
New York
|
-$99.3M |
MRNA Hedge Fund Activity: Q2 2023 in Review
965 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q2 2023, worth a combined $30.2B — down 21% from $38.5B a quarter earlier.
Sellers outnumbered buyers: 121 funds closed out of MRNA and 78 opened new positions — a net loss of 43 holders — while 379 trimmed existing stakes and 311 added.
The largest buyer was Morgan Stanley, adding an estimated $116M. The largest seller was OFI Invest Asset Management, cutting an estimated $2.84B.
- 965 institutional investors held Moderna (MRNA) as of Q2 2023, down from 1,015 in Q1 2023.
- Funds reported $30.2B of Moderna stock for Q2 2023, down 21% quarter-over-quarter.
- 78 funds opened new Moderna positions in Q2 2023 and 121 closed out, a net change of -43 holders.
- The largest Moderna buyer in Q2 2023 was Morgan Stanley, an estimated $116M added.
- The largest Moderna seller in Q2 2023 was OFI Invest Asset Management, an estimated $2.84B sold.
Based on aggregated 13F filings for Q2 2023.