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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
IFA
1076
Interactive Financial Advisors
Illinois
$5K +$5.85K +20 New
CAC
1077
Core Alternative Capital
Georgia
$4K +$4.09K +14 New
FCG
1078
Financial Connections Group
California
$4K +$4.68K +16 New
FGAM
1079
Financial Gravity Asset Management
Texas
$3.4K +$2.23M +7,644 +253%
DWP
1080
Destiny Wealth Partners
Florida
$3K
HDIM
1081
Hanson & Doremus Investment Management
Vermont
$3K
HFS
1082
HBC Financial Services
Washington
$3K
FPFS
1083
First Personal Financial Services
North Carolina
$3K +$3.8K +13 New
FWM
1084
Focused Wealth Management
New York
$2K -$27.2K -93 -93%
MIM
1085
Macroview Investment Management
Maryland
$2K -$7.02K -24 -77%
AFS
1086
Annapolis Financial Services
Maryland
$2K
HCP
1087
Hexagon Capital Partners
Arkansas
$2K
NOI
1088
Newton One Investments
Delaware
$2K
LWA
1089
Lenox Wealth Advisors
New York
$2K +$1.46K +5 +125%
SC
1090
Schubert & Co
Texas
$2K +$1.75K +6 New
AHIA
1091
Andrew Hill Investment Advisors
Florida
$2K +$3.22K +11 New
CFCI
1092
Comprehensive Financial Consultants Institutional
Indiana
$2K +$4.39K +15 New
CWM
1093
Cranbrook Wealth Management
Michigan
$1K
TVWM
1094
Tower View Wealth Management
Wisconsin
$1K
RCM
1095
Raleigh Capital Management
North Carolina
$1K +$585 +2 New
TC
1096
TAP Consulting
Missouri
$1K +$1.17K +4 New
TFP
1097
Tilia Fiduciary Partners
North Carolina
$1K +$1.17K +4 New
BHWM
1098
Beaird Harris Wealth Management
Texas
$1K +$1.46K +5 New
FFWM
1099
Future Financial Wealth Management
Ohio
$1K +$1.46K +5 New
Kayne Anderson Rudnick Investment Management
1100
Kayne Anderson Rudnick Investment Management
California
$1K +$1.46K +5 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.