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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
FCH
1176
Freestone Capital Holdings
Washington
-$315K -2,109 Closed
DF
1177
Donoghue Forlines
Massachusetts
-$809K -2,101 Closed
CFA
1178
Camarda Financial Advisors
Florida
-$800K -2,078 Closed
DWM
1179
Dorchester Wealth Management
Quebec, Canada
-$770K -2,000 Closed
PP
1180
PDT Partners
New York
-$735K -1,910 Closed
BFG
1181
Barber Financial Group
Kansas
-$722K -1,875 Closed
GLA
1182
Good Life Advisors
Pennsylvania
-$716K -1,860 Closed
TF
1183
Trek Financial
Arizona
-$710K -1,845 Closed
HCM
1184
Hollencrest Capital Management
California
-$690K -1,795 Closed
AAM
1185
Azzad Asset Management
Virginia
-$689K -1,789 Closed
QP
1186
Quilter Plc
United Kingdom
-$679K -1,764 Closed
MF
1187
Magnetar Financial
Illinois
-$670K -1,741 Closed
WA
1188
WESPAC Advisors
California
-$659K -1,713 Closed
MSFS
1189
Main Street Financial Solutions
Pennsylvania
-$657K -1,708 Closed
MFW
1190
Meristem Family Wealth
Minnesota
-$640K -1,662 Closed
HJMC
1191
Hellman Jordan Management Company
Massachusetts
-$594K -1,544 Closed
AC
1192
Amia Capital
United Kingdom
-$577K -1,500 Closed
PFA
1193
Plotkin Financial Advisors
Maryland
-$548K -1,425 Closed
RPWA
1194
Regent Peak Wealth Advisors
Georgia
-$534K -1,387 Closed
CC
1195
Cadinha & Co
Hawaii
-$520K -1,350 Closed
JIC
1196
Joel Isaacson & Co
New York
-$509K -1,322 Closed
DA
1197
DCM Advisors
New York
-$506K -1,315 Closed
MFG
1198
Menard Financial Group
Texas
-$489K -1,271 Closed
CC
1199
Centiva Capital
New York
-$359K -1,229 Closed
HFA
1200
High Falls Advisors
New York
-$471K -1,225 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.