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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
EF
1151
Empowered Funds
Pennsylvania
-$1.66M -4,306 Closed
JAWM
1152
J. Arnold Wealth Management
Ohio
-$1.63M -4,238 Closed
CAIMH
1153
Central Asset Investments & Management Holdings
Hong Kong
-$1.52M -3,960 Closed
ADIM
1154
Alpha DNA Investment Management
Maryland
-$1.52M -3,958 Closed
PFM
1155
Patton Fund Management
Texas
-$1.52M -3,955 Closed
BL
1156
BFSG LLC
California
-$1.52M -3,954 Closed
ER
1157
Enlightenment Research
Florida
-$1.46M -3,795 Closed
OPWM
1158
Oxinas Partners Wealth Management
Indiana
-$1.34M -3,488 Closed
CAN
1159
Claraphi Advisory Network
United States
-$1.32M -3,444 Closed
AA
1160
Altman Advisors
Illinois
-$1.14M -3,297 Closed
MAM
1161
Myriad Asset Management
Hong Kong
-$1.17M -3,041 Closed
PL
1162
Polianta Ltd
Jersey
-$1.15M -3,000 Closed
IDA
1163
Intelligence Driven Advisers
California
-$945K -2,846 Closed
HI
1164
Human Investing
Oregon
-$1.04M -2,710 Closed
SFG
1165
Sovereign Financial Group
Connecticut
-$1.02M -2,646 Closed
MS
1166
Madden Securities
Texas
-$1.01M -2,621 Closed
FHC
1167
First Heartland Consultants
Missouri
-$1M -2,600 Closed
OIS
1168
Okabena Investment Services
Minnesota
-$981K -2,550 Closed
CRWM
1169
Castle Rock Wealth Management
California
-$620K -2,533 Closed
1832 Asset Management
1170
1832 Asset Management
Ontario, Canada
-$925K -2,426 Closed
PAA
1171
Peregrine Asset Advisers
Oregon
-$837K -2,376 Closed
CSPAM
1172
Cary Street Partners Asset Management
Virginia
-$914K -2,375 Closed
HMS
1173
Hanseatic Management Services
New Mexico
-$893K -2,320 Closed
CA
1174
Calton & Associates
Florida
-$865K -2,247 Closed
PRC
1175
Pearl River Capital
Michigan
-$847K -2,200 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.