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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
965
Holders Change
-50
Holders Change %
-4.93%
% of All Funds
15.15%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.24%
New
78
Increased
311
Reduced
379
Closed
121
Calls
$1.32B
Puts
$1.46B
Net Calls
-$140M
Net Calls Change
-$519M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$116M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$112M
3
Two Sigma Investments
Two Sigma Investments
New York
+$83.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$70.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$66.7M

Top Sellers

Rank Fund Capital Flow
1
OIAM
OFI Invest Asset Management
France
-$2.84B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$183M
3
BlackRock
BlackRock
New York
-$124M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$101M
5
Jane Street
Jane Street
New York
-$99.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
926
Moisand Fitzgerald Tamayo
Florida
$1.7K – – –
SIC
927
SJS Investment Consulting
Ohio
$1.58K +$934 +7 +117%
TCA
928
Trifecta Capital Advisors
Illinois
$1.58K +$1.73K +13 New
CCP
929
Carmel Capital Partners
California
$1.34K – – –
WPA
930
West Paces Advisors
Georgia
$1.34K – – –
CTA
931
Colonial Trust Advisors
South Carolina
$1.22K -$1.2K -9 -47%
BWS
932
Buck Wealth Strategies
Colorado
$1.22K – – –
PMFA
933
Plante Moran Financial Advisors
Michigan
$1.22K – – –
CPG
934
Cornerstone Planning Group
New Jersey
$1.22K +$1.33K +10 New
TFM
935
TFC Financial Management
Massachusetts
$1.09K – – –
GCS
936
Gordian Capital (Singapore)
Singapore
$1.09K +$1.2K +9 New
SWM
937
Sanctuary Wealth Management
Idaho
$1.09K +$1.2K +9 New
2L
938
25 LLC
Missouri
$1.01K +$1.07K +8 New
CAL
939
Capital Analysts LLC
Pennsylvania
$1K -$1.33K -10 -48%
FDCC
940
Foster Dykema Cabot & Co
Massachusetts
$1K – – –
HFS
941
HBC Financial Services
Washington
$1K – – –
BG
942
Bollard Group
Massachusetts
$1K +$667 +5 New
PS
943
PayPay Securities
Japan
$972 -$1.2K -9 -53%
JGIA
944
Jackson Grant Investment Advisers
Connecticut
$972 – – –
NC
945
NewSquare Capital
Pennsylvania
$972 – – –
TCM
946
Tradewinds Capital Management
Washington
$972 – – –
FWM
947
Focused Wealth Management
New York
$851 – – –
AP
948
Arlington Partners
Alabama
$729 -$10.3K -77 -93%
NSIM
949
North Star Investment Management
Illinois
$729 – – –
TWD
950
True Wealth Design
Ohio
$608 -$2.67K -20 -80%
36 37
38
39 40

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.