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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
IA
1226
IAM Advisory
Pennsylvania
-$250K -821 Closed
AFS
1227
Access Financial Services
Minnesota
-$316K -820 Closed
HA
1228
Hamel Associates
New Jersey
-$312K -810 Closed
MLL
1229
Moody Lynn & Lieberson
Massachusetts
-$308K -800 Closed
SSCA
1230
South Shore Capital Advisors
Massachusetts
-$308K -800 Closed
CCMG
1231
Clark Capital Management Group
Pennsylvania
-$299K -777 Closed
AMM
1232
American Money Management
California
-$297K -771 Closed
HFG
1233
Heron Financial Group
New York
-$295K -767 Closed
RWP
1234
RWA Wealth Partners
Massachusetts
-$292K -758 Closed
GP
1235
Girard Partners
Pennsylvania
-$290K -755 Closed
JC
1236
Jacobs & Co
California
-$286K -745 Closed
CMBA
1237
C.M. Bidwell & Associates
Hawaii
-$284K -739 Closed
B
1238
Bailard
California
-$284K -738 Closed
AF
1239
Apexium Financial
Texas
-$282K -732 Closed
AWMG
1240
Alliance Wealth Management Group
New Jersey
-$280K -728 Closed
TCM
1241
Towercrest Capital Management
Pennsylvania
-$280K -728 Closed
TVAMP
1242
Tennessee Valley Asset Management Partners
Tennessee
-$280K -727 Closed
MOS
1243
MGO One Seven
Ohio
-$250K -724 Closed
MWM
1244
Minot Wealth Management
Massachusetts
-$277K -720 Closed
WA1
1245
Wimmer Associates 1
California
-$275K -715 Closed
WAG
1246
Winthrop Advisory Group
Massachusetts
-$271K -705 Closed
FBA
1247
Front Barnett Associates
Illinois
-$269K -700 Closed
GHAM
1248
Gilman Hill Asset Management
Connecticut
-$269K -700 Closed
MCM
1249
Mitchell Capital Management
Kansas
-$269K -700 Closed
Financial Engines Advisors
1250
Financial Engines Advisors
California
-$267K -696 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.