We are live on ! Find out more
MRNA icon

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
JIP
926
Jaffetilchin Investment Partners
Florida
$226K +$216K +587 New
FPCP
927
Fort Point Capital Partners
California
$225K +$216K +585 New
EWM
928
Executive Wealth Management
Michigan
$223K +$214K +581 New
GG
929
Gofen & Glossberg
Illinois
$222K +$212K +576 New
RRWA
930
Rainey & Randall Wealth Advisors
Florida
$222K +$213K +578 New
WANY
931
Wealthspire Advisors (New York)
New York
$222K +$213K +578 New
CTB
932
Country Trust Bank
Illinois
$221K -$274K -743 -56%
CWA
933
Choice Wealth Advisors
Maine
$221K +$212K +575 New
IF
934
IRON Financial
Illinois
$220K +$211K +571 New
GC
935
Grimes & Company
Massachusetts
$220K +$211K +572 New
BFA
936
Beacon Financial Advisory
Ohio
$219K +$209K +568 New
MA
937
MJP Associates
Connecticut
$218K +$209K +566 New
KP
938
Keel Point
Alabama
$217K +$208K +565 New
MPCG
939
Matrix Private Capital Group
New York
$217K +$208K +565 New
SMC
940
Smith, Moore & Co
Missouri
$216K +$207K +560 New
ESCM
941
Echo Street Capital Management
New York
$214K -$178K -483 -47%
FAN
942
Financial Advisors Network
California
$214K -$149K -403 -30%
HVIA
943
Hudson Valley Investment Advisors
New York
$214K +$205K +555 New
BMCM
944
Bryn Mawr Capital Management
Pennsylvania
$214K +$205K +556 New
FRA
945
Frank Rimerman Advisors
California
$214K +$205K +556 New
RPC
946
Rossmore Private Capital
Connecticut
$212K +$203K +550 New
TFCP
947
Twin Focus Capital Partners
Massachusetts
$212K +$204K +552 New
FG
948
Foster Group
Iowa
$211K +$202K +549 New
VCG
949
Vantage Consulting Group
Virginia
$211K +$202K +549 New
CT
950
Cambridge Trust
Massachusetts
$210K +$201K +545 New
36 37
38
39 40

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.