We are live on ! Find out more
MRNA icon

Moderna

1,109 hedge funds and large institutions have $62B invested in Moderna in 2021 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 403 increasing their positions, 379 reducing their positions, and 233 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 379

0.58% more ownership

Funds ownership: 60.27%60.85% (+0.58%)

5% less first-time investments, than exits

New positions opened: 221 | Existing positions closed: 233

3% less funds holding

Funds holding: 1,1401,109 (-31)

25% less call options, than puts

Call options by funds: $5.69B | Put options by funds: $7.59B

34% less capital invested

Capital invested by funds: $93.5B → $62B (-$31.5B)

44% less funds holding in top 10

Funds holding in top 10: 3922 (-17)

Holders
1,109
Holders Change
-31
Holders Change %
-2.72%
% of All Funds
17.07%
Holding in Top 10
22
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-43.59%
% of All Funds
0.34%
New
221
Increased
403
Reduced
379
Closed
233
Calls
$5.69B
Puts
$7.59B
Net Calls
-$1.9B
Net Calls Change
-$599M
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
1051
Washington Trust Advisors
Massachusetts
$9K +$10.2K +35 New
MPWT
1052
MassMutual Private Wealth & Trust
Connecticut
$8K -$32.2K -110 -78%
CFD
1053
Creative Financial Designs
Indiana
$8K
RCG
1054
Rock Creek Group
District of Columbia
$8K +$2.34K +8 +35%
EWM
1055
Evermay Wealth Management
Virginia
$8K +$8.77K +30 New
VRS
1056
Virginia Retirement Systems
Virginia
$7.42K
SWA
1057
Sutton Wealth Advisors
Florida
$7.37K -$9.06K -31 -52%
FA
1058
Fortis Advisors
Pennsylvania
$7K
DHGWA
1059
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K +$7.6K +26 New
SCA
1060
Sandy Cove Advisors
Massachusetts
$7K +$8.19K +28 New
RA
1061
Rise Advisors
New York
$6.86K +$7.89K +27 New
HVM
1062
Harvest Volatility Management
Connecticut
$6.28K +$1.79M +6,135 +33%
NL
1063
NVWM LLC
Pennsylvania
$6K -$1.18M -4,032 -99%
MSFP
1064
Mark Sheptoff Financial Planning
Connecticut
$6K -$36.5K -125 -83%
SAM
1065
Strategic Asset Management
Minnesota
$6K -$5.85K -20 -44%
BWM
1066
BerganKDV Wealth Management
Minnesota
$6K
PCFFS
1067
Pacific Center for Financial Services
California
$6K
CHC
1068
City Holding Co
West Virginia
$6K +$2.92K +10 +33%
AIM
1069
AHL Investment Management
Florida
$6K +$7.31K +25 New
PP
1070
PFS Partners
New Jersey
$5.08K +$5.85K +20 New
PWMG
1071
Prestige Wealth Management Group
New Jersey
$5K -$25.1K -86 -83%
ST
1072
Smithfield Trust
Pennsylvania
$5K -$15.5K -53 -73%
MS
1073
Mizuho Securities
Japan
$5K
CWC
1074
Carolinas Wealth Consulting
North Carolina
$5K +$4.39K +15 +250%
CWAF
1075
Core Wealth Advisors (Florida)
Florida
$5K +$5.55K +19 New

MRNA Hedge Fund Activity: Q4 2021 in Review

1,109 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q4 2021, worth a combined $62B — down 34% from $93.5B a quarter earlier.

Sellers outnumbered buyers: 233 funds closed out of MRNA and 221 opened new positions — a net loss of 12 holders — while 379 trimmed existing stakes and 403 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $1.04B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $1.28B sold.

  • 1,109 institutional investors held Moderna (MRNA) as of Q4 2021, down from 1,140 in Q3 2021.
  • Funds reported $62B of Moderna stock for Q4 2021, down 34% quarter-over-quarter.
  • 221 funds opened new Moderna positions in Q4 2021 and 233 closed out, a net change of -12 holders.
  • The largest Moderna buyer in Q4 2021 was Baillie Gifford & Co, an estimated $1.04B added.
  • The largest Moderna seller in Q4 2021 was Lone Pine Capital, an estimated $1.28B sold.

Based on aggregated 13F filings for Q4 2021.