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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
DHFB
1251
Dixon Hubard Feinour & Brown
Virginia
-$267K -695 Closed
GCA
1252
Gradient Capital Advisors
California
-$267K -695 Closed
OPW
1253
Oxler Private Wealth
New York
-$267K -695 Closed
CPO
1254
Cerity Partners OCIO
New York
-$266K -690 Closed
IC
1255
Intersect Capital
California
-$264K -687 Closed
BFWA
1256
Benchmark Financial Wealth Advisors
Florida
-$259K -672 Closed
VA
1257
Valmark Advisers
Ohio
-$256K -666 Closed
CL
1258
Choreo LLC
Illinois
-$254K -660 Closed
DTL
1259
Dynamic Technology Lab
Singapore
-$253K -657 Closed
AOG
1260
Alpha Omega Group
Virginia
-$252K -654 Closed
BFM
1261
Boston Financial Management
Massachusetts
-$250K -650 Closed
KMWM
1262
Keudell/Morrison Wealth Management
Oregon
-$250K -650 Closed
MCG
1263
McCollum Christoferson Group
New York
-$250K -650 Closed
BFS
1264
Bradley Foster & Sargent
Connecticut
-$244K -635 Closed
KWMG
1265
King Wealth Management Group
Florida
-$244K -635 Closed
NL
1266
NWAM LLC
Washington
-$244K -635 Closed
SVWAG
1267
Sound View Wealth Advisors Group
Georgia
-$243K -631 Closed
TPWA
1268
TRUE Private Wealth Advisors
Oregon
-$242K -631 Closed
MYIA
1269
Mount Yale Investment Advisors
Colorado
-$241K -625 Closed
PA
1270
Procyon Advisors
Connecticut
-$241K -625 Closed
FSA
1271
Fort Sheridan Advisors
Illinois
-$240K -623 Closed
FAM
1272
Flaharty Asset Management
Florida
-$238K -618 Closed
SAS
1273
SMI Advisory Services
Indiana
-$236K -614 Closed
WCG
1274
Weaver Consulting Group
California
-$236K -614 Closed
GJIC
1275
Gamble Jones Investment Counsel
California
-$231K -600 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.