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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
KFP
1201
KMG Fiduciary Partners
Ohio
-$455K -1,183 Closed
EWM
1202
Empirical Wealth Management
Washington
-$455K -1,181 Closed
FFS
1203
Founders Financial Securities
Maryland
-$440K -1,143 Closed
BAM
1204
Blueshift Asset Management
New Jersey
-$423K -1,100 Closed
TWM
1205
TriaGen Wealth Management
California
-$422K -1,097 Closed
BG
1206
Benedetti & Gucer
Georgia
-$414K -1,077 Closed
KAS
1207
Kemnay Advisory Services
New York
-$414K -1,077 Closed
PFA
1208
Pinnacle Family Advisors
Missouri
-$413K -1,073 Closed
AA
1209
Apriem Advisors
California
-$404K -1,051 Closed
FFA
1210
First Foundation Advisors
California
-$404K -1,051 Closed
Q
1211
QVR
California
-$401K -1,041 Closed
JMF
1212
Johnson Midwest Financial
Iowa
-$399K -1,037 Closed
CCIA
1213
Campbell & Co Investment Adviser
Maryland
-$385K -1,000 Closed
LC
1214
Longitude (Cayman)
Cayman Islands
-$385K -1,000 Closed
I
1215
INVST
Indiana
-$379K -984 Closed
CCFM
1216
Clear Creek Financial Management
Washington
-$376K -976 Closed
OL
1217
Optas LLC
Texas
-$373K -970 Closed
BC
1218
Burney Company
Virginia
-$366K -951 Closed
CIC
1219
Carnegie Investment Counsel
Ohio
-$366K -950 Closed
MMG
1220
Monetary Management Group
Missouri
-$353K -918 Closed
QT
1221
Quantamental Technologies
New York
-$351K -912 Closed
CGA
1222
Crescent Grove Advisors
Illinois
-$347K -902 Closed
CCM
1223
CAAS Capital Management
New York
-$261K -891 Closed
MYLI
1224
Meiji Yasuda Life Insurance
Japan
-$339K -880 Closed
GRP
1225
Global Retirement Partners
California
-$333K -865 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.