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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
BFS
901
Bradley Foster & Sargent
Connecticut
$244K +$234K +635 New
KWMG
902
King Wealth Management Group
Florida
$244K +$234K +635 New
NL
903
NWAM LLC
Washington
$244K +$234K +635 New
SVWAG
904
Sound View Wealth Advisors Group
Georgia
$243K +$233K +631 New
FCM
905
Fortis Capital Management
Washington
$242K -$139K -377 -37%
TPWA
906
TRUE Private Wealth Advisors
Oregon
$242K +$233K +631 New
FMT
907
First Mercantile Trust
Tennessee
$241K -$267K -724 -54%
MYIA
908
Mount Yale Investment Advisors
Colorado
$241K +$231K +625 New
PA
909
Procyon Advisors
Connecticut
$241K +$231K +625 New
FSA
910
Fort Sheridan Advisors
Illinois
$240K +$230K +623 New
FAM
911
Flaharty Asset Management
Florida
$238K +$228K +618 New
SAS
912
SMI Advisory Services
Indiana
$236K +$226K +614 New
WCG
913
Weaver Consulting Group
California
$236K +$226K +614 New
JWA
914
JFS Wealth Advisors
Pennsylvania
$234K +$36.9K +100 +20%
CH
915
Canton Hathaway
Rhode Island
$231K -$73.8K -200 -25%
BOTW
916
Bank of the West
California
$231K +$221K +599 New
GJIC
917
Gamble Jones Investment Counsel
California
$231K +$221K +600 New
GIM
918
Grassi Investment Management
California
$231K +$221K +600 New
PFA
919
Pettinga Financial Advisors
Indiana
$231K +$221K +600 New
WC
920
Westhampton Capital
North Carolina
$231K +$221K +600 New
MAM
921
Marotta Asset Management
Virginia
$230K +$221K +598 New
DSC
922
Duncker Streett & Co
Missouri
$229K – – –
SAS
923
Sanford Advisory Services
Michigan
$229K +$220K +596 New
RA
924
RFG Advisory
Alabama
$228K +$218K +592 New
SICM
925
Sustainable Insight Capital Management
New York
$227K +$217K +589 New
35 36
37
38 39

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.