Moderna
MRNA
981 hedge funds and large institutions have $34.4B invested in Moderna in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 349 increasing their positions, 355 reducing their positions, and 110 closing their positions.
119% more call options, than puts
Call options by funds: $5.07B | Put options by funds: $2.32B
4% more funds holding in top 10
Funds holding in top 10: 23 → 24 (+1)
0.24% less ownership
Funds ownership: 61.73% → 61.49% (-0.24%)
2% less repeat investments, than reductions
Existing positions increased: 349 | Existing positions reduced: 355
2% less funds holding
Funds holding: 1,006 → 981 (-25)
10% less first-time investments, than exits
New positions opened: 99 | Existing positions closed: 110
20% less capital invested
Capital invested by funds: $42.7B → $34.4B (-$8.35B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$581M |
| 2 |
Goldman Sachs
New York
|
+$165M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$139M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$87.2M |
| 5 |
Morgan Stanley
New York
|
+$81.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Flagship Pioneering
Cambridge,
Massachusetts
|
-$671M |
| 2 |
BlackRock
New York
|
-$351M |
| 3 |
Renaissance Technologies
New York
|
-$234M |
| 4 |
D.E. Shaw & Co
New York
|
-$175M |
| 5 |
Coatue Management
New York
|
-$175M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
1076
Gemmer Asset Management
Walnut Creek,
California
| – | -$7K | -44 | Closed |
|
|
SCA
1077
Sandy Cove Advisors
Hingham,
Massachusetts
| – | -$7K | -43 | Closed |
|
|
ACA
1078
Atlas Capital Advisors
Jackson,
Wyoming
| – | -$6.37K | -37 | Closed |
|
|
SLWA
1079
San Luis Wealth Advisors
San Luis Obispo,
California
| – | -$7K | -28 | Closed |
|
|
CI
1080
Cordant Inc
Portland,
Oregon
| – | -$4K | -21 | Closed |
|
|
FCG
1081
Financial Connections Group
Corte Madera,
California
| – | -$2K | -16 | Closed |
|
|
CWC
1082
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$1.72K | -12 | -80% |
|
1083
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$1K | -6 | Closed |
|
|
FFWM
1084
Future Financial Wealth Management
Cincinnati,
Ohio
| – | -$1K | -5 | Closed |
|
|
TVWM
1085
Tower View Wealth Management
Shorewood,
Wisconsin
| – | -$143 | -1 | -25% |
|
|
MFT
1086
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | +$143 | +1 | New |
|
|
SFG
1087
Steward Financial Group
Colleyville,
Texas
| – | +$858 | +6 | New |
|
MRNA Hedge Fund Activity: Q2 2022 in Review
981 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q2 2022, worth a combined $34.4B — down 20% from $42.7B a quarter earlier.
Sellers outnumbered buyers: 110 funds closed out of MRNA and 99 opened new positions — a net loss of 11 holders — while 355 trimmed existing stakes and 349 added.
The largest buyer was Wellington Management Group, adding an estimated $581M. The largest seller was Flagship Pioneering, cutting an estimated $671M.
- 981 institutional investors held Moderna (MRNA) as of Q2 2022, down from 1,006 in Q1 2022.
- Funds reported $34.4B of Moderna stock for Q2 2022, down 20% quarter-over-quarter.
- 99 funds opened new Moderna positions in Q2 2022 and 110 closed out, a net change of -11 holders.
- The largest Moderna buyer in Q2 2022 was Wellington Management Group, an estimated $581M added.
- The largest Moderna seller in Q2 2022 was Flagship Pioneering, an estimated $671M sold.
Based on aggregated 13F filings for Q2 2022.