We are live on ! Find out more
MRNA icon

Moderna

106 hedge funds and large institutions have $2.8B invested in Moderna in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

40% more capital invested

Capital invested by funds: $2.01B → $2.8B (+$795M)

34% more funds holding

Funds holding: 79106 (+27)

17% more call options, than puts

Call options by funds: $6.91M | Put options by funds: $5.9M

1.44% more ownership

Funds ownership: 40.61%42.05% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
106
Holders Change
+27
Holders Change %
+34.18%
% of All Funds
2.29%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
45
Increased
25
Reduced
23
Closed
18
Calls
$6.91M
Puts
$5.9M
Net Calls
+$1.01M
Net Calls Change
+$995K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Pentwater Capital Management
Florida
$204K -$186K -10,000 -50%
UBS Group
77
UBS Group
Switzerland
$191K +$133K +7,185 +327%
PCM
78
Prelude Capital Management
New York
$174K +$63K +3,397 +66%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$173K +$158K +8,486 New
AIM
80
Acropolis Investment Management
Missouri
$123K +$112K +6,060 New
CH
81
Canton Hathaway
Rhode Island
$93K +$40.2K +2,165 +89%
TRCT
82
Tower Research Capital (TRC)
New York
$75K +$68.8K +3,709 New
PRC
83
Pearl River Capital
Michigan
$64K +$58.8K +3,168 New
SOADOR
84
State of Alaska Department of Revenue
Alaska
$64K +$59.9K +3,225 New
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$37.7K +$34.4K +1,853 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$34K +$30.8K +1,660 New
SEI Investments
87
SEI Investments
Pennsylvania
$21K +$20.1K +1,082 +137%
AG
88
Advisor Group
Arizona
$19K +$11.6K +625 +208%
Citigroup
89
Citigroup
New York
$17K +$15.3K +824 New
GRP
90
Global Retirement Partners
California
$17K +$15.8K +850 New
LPC
91
Loeb Partners Corp
New York
$16K +$14.8K +800 New
VFA
92
Valeo Financial Advisors
Indiana
$14K +$13K +700 New
RWA
93
Ropes Wealth Advisors
Massachusetts
$12K +$11.2K +605 New
SBL
94
Sargent Bickham Lagudis
Colorado
$12K +$11.3K +607 New
SFG
95
SevenBridge Financial Group
Pennsylvania
$10K -$14.4K -775 -61%
JWA
96
JFS Wealth Advisors
Pennsylvania
$10K
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$9K +$3.71K +200 +77%
SIAS
98
Shine Investment Advisory Services
Colorado
$8K
FHA
99
Flagship Harbor Advisors
Massachusetts
$8K +$2.45K +132 +47%
BFEC
100
Benjamin F. Edwards & Company
Missouri
$6K

MRNA Hedge Fund Activity: Q1 2019 in Review

106 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q1 2019, worth a combined $2.8B — up 40% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MRNA positions and 18 closed out — a net gain of 27 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.4M. The largest seller was Highline Capital Management, cutting an estimated $10.9M.

  • 106 institutional investors held Moderna (MRNA) as of Q1 2019, up from 79 in Q4 2018.
  • Funds reported $2.8B of Moderna stock for Q1 2019, up 40% quarter-over-quarter.
  • 45 funds opened new Moderna positions in Q1 2019 and 18 closed out, a net change of +27 holders.
  • The largest Moderna buyer in Q1 2019 was Morgan Stanley, an estimated $23.4M added.
  • The largest Moderna seller in Q1 2019 was Highline Capital Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2019.