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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
LA
826
Latitude Advisors
Florida
$316K +$302K +820 New
FCH
827
Freestone Capital Holdings
Washington
$315K +$778K +2,109 New
RC
828
Rinet Company
Massachusetts
$313K +$300K +813 New
LWA
829
Lineweaver Wealth Advisors
Ohio
$313K +$300K +814 New
HA
830
Hamel Associates
New Jersey
$312K +$299K +810 New
JCM
831
Jag Capital Management
Missouri
$309K +$296K +802 New
MLL
832
Moody Lynn & Lieberson
Massachusetts
$308K -$65.6K -178 -18%
ERWM
833
Elk River Wealth Management
Colorado
$308K +$295K +800 New
SSCA
834
South Shore Capital Advisors
Massachusetts
$308K +$295K +800 New
IUHSA
835
Itau Unibanco Holding S.A.
Brazil
$307K +$80.4K +218 +38%
SMA
836
Sage Mountain Advisors
Georgia
$303K -$114K -308 -28%
SBL
837
Sargent Bickham Lagudis
Colorado
$301K +$37.6K +102 +15%
GWM
838
Gitterman Wealth Management
New Jersey
$300K +$288K +780 New
CCMG
839
Clark Capital Management Group
Pennsylvania
$299K +$287K +777 New
LPT
840
Legacy Private Trust
Wisconsin
$298K +$286K +775 New
AMM
841
American Money Management
California
$297K +$284K +771 New
AIP
842
Almanack Investment Partners
Pennsylvania
$296K +$284K +769 New
HFG
843
Heron Financial Group
New York
$295K +$283K +767 New
MFA
844
Mayflower Financial Advisors
Massachusetts
$293K +$324K +879 New
VCM
845
Vigilant Capital Management
Maine
$292K – – –
ADL
846
Asset Dedication LLC
California
$292K +$15.5K +42 +6%
RWP
847
RWA Wealth Partners
Massachusetts
$292K +$280K +758 New
GP
848
Girard Partners
Pennsylvania
$290K +$278K +755 New
EL
849
EMFO LLC
Florida
$289K -$18.4K -50 -6%
AFP
850
Ausdal Financial Partners
Iowa
$289K +$277K +751 New
32 33
34
35 36

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.