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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
NWM
1051
Navigation Wealth Management
Colorado
$52K – – –
EWA
1052
Evolution Wealth Advisors
Florida
$50K -$5.53K -15 -10%
CWA
1053
Clearview Wealth Advisors
Oregon
$48K -$68.2K -185 -59%
NSIM
1054
North Star Investment Management
Illinois
$48K – – –
FHA
1055
First Horizon Advisors
Tennessee
$48K +$37.2K +101 +404%
LWM
1056
Liberty Wealth Management
California
$48K +$39.1K +106 +482%
CHA
1057
Carmichael Hill & Associates
Maryland
$46K +$5.53K +15 +14%
BIA
1058
Bell Investment Advisors
California
$46K +$44.3K +120 New
EARNEST Partners
1059
EARNEST Partners
Georgia
$45K – – –
CM
1060
Capula Management
Cayman Islands
$43K -$184K -500 -82%
GWMIA
1061
Global Wealth Management Investment Advisory
Florida
$43K -$6.64K -18 -14%
AWM
1062
Accel Wealth Management
Iowa
$42K +$7.38K +20 +22%
ARMC
1063
American Research & Management Company
Massachusetts
$40K – – –
CBT
1064
Central Bank & Trust
Kentucky
$40K – – –
PWMG
1065
Prestige Wealth Management Group
New Jersey
$40K +$21K +57 +121%
GPA
1066
Guidance Point Advisors
Massachusetts
$40K +$38.4K +104 New
WBC
1067
West Branch Capital
Massachusetts
$39K +$5.16K +14 +16%
CB
1068
CNB Bank
Pennsylvania
$38K – – –
DAM
1069
Delta Asset Management
Tennessee
$38K – – –
HWMA
1070
Heritage Wealth Management (Arizona)
Arizona
$38K – – –
ME
1071
McIlrath & Eck
Washington
$38K – – –
MAWCM
1072
Mine & Arao Wealth Creation & Management
California
$38K – – –
PB
1073
Pinnacle Bancorp
Nebraska
$38K – – –
WWMSC
1074
Wagner Wealth Management (South Carolina)
South Carolina
$38K +$4.79K +13 +13%
EW
1075
Evoke Wealth
California
$38K +$5.53K +15 +17%
41 42
43
44 45

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.