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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
JRFS
1101
James Reed Financial Services
Ohio
$1K +$1.75K +6 New
WA
1102
WestEnd Advisors
North Carolina
$761 +$877 +3 New
BBHC
1103
Brown Brothers Harriman & Co
New York
$434
MGIM
1104
M&G Investment Management
United Kingdom
$253 -$3.38M -11,556 -92%
WIM
1105
Westside Investment Management
California
$17
FFG
1106
Ford Financial Group
California
$3 +$3.8K +13 New
LPC
1107
Lone Pine Capital
Connecticut
-$1.28B -3,316,199 Closed
VNIM
1108
Vaughan Nelson Investment Management
Texas
-$87.9M -228,430 Closed
MCM
1109
Moore Capital Management
New York
-$73.1M -190,000 Closed
RC
1110
Renaissance Capital
Connecticut
-$45.9M -119,207 Closed
FCM
1111
Frontier Capital Management
Massachusetts
-$37.4M -97,098 Closed
ACI
1112
AMP Capital Investors
Australia
-$36.7M -95,398 Closed
DFO
1113
Duquesne Family Office
New York
-$33.1M -85,971 Closed
NIMI
1114
Natixis Investment Managers International
France
-$25.9M -67,210 Closed
CGM
1115
Capital Growth Management
Massachusetts
-$25.8M -67,000 Closed
SIC
1116
Starr International Company
Switzerland
-$25.8M -67,000 Closed
FFM
1117
Fullerton Fund Management
Singapore
-$24.4M -63,384 Closed
FC
1118
Franchise Capital
Cayman Islands
-$23.1M -59,973 Closed
LIP
1119
Liontrust Investment Partners
United Kingdom
-$19.2M -50,000 Closed
AIM
1120
Achmea Investment Management
Netherlands
-$18.9M -49,235 Closed
FAM
1121
Fred Alger Management
New York
-$12.4M -32,139 Closed
GG
1122
Golden Green
South Carolina
-$9.9M -25,722 Closed
PCM
1123
Penserra Capital Management
California
-$8.93M -23,197 Closed
DCM
1124
Driehaus Capital Management
Illinois
-$7.61M -19,776 Closed
PRS
1125
Pinkerton Retirement Specialists
Idaho
-$6.35M -16,510 Closed

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.