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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
GIM
1276
Grassi Investment Management
California
-$231K -600 Closed
PFA
1277
Pettinga Financial Advisors
Indiana
-$231K -600 Closed
SAM
1278
SP Asset Management
California
-$205K -600 Closed
WC
1279
Westhampton Capital
North Carolina
-$231K -600 Closed
BOTW
1280
Bank of the West
California
-$231K -599 Closed
MAM
1281
Marotta Asset Management
Virginia
-$230K -598 Closed
SAS
1282
Sanford Advisory Services
Michigan
-$229K -596 Closed
SICM
1283
Sustainable Insight Capital Management
New York
-$227K -589 Closed
JIP
1284
Jaffetilchin Investment Partners
Florida
-$226K -587 Closed
FPCP
1285
Fort Point Capital Partners
California
-$225K -585 Closed
EWM
1286
Executive Wealth Management
Michigan
-$223K -581 Closed
RRWA
1287
Rainey & Randall Wealth Advisors
Florida
-$222K -578 Closed
WANY
1288
Wealthspire Advisors (New York)
New York
-$222K -578 Closed
GG
1289
Gofen & Glossberg
Illinois
-$222K -576 Closed
CWA
1290
Choice Wealth Advisors
Maine
-$221K -575 Closed
GC
1291
Grimes & Company
Massachusetts
-$220K -572 Closed
IF
1292
IRON Financial
Illinois
-$220K -571 Closed
BFA
1293
Beacon Financial Advisory
Ohio
-$219K -568 Closed
MA
1294
MJP Associates
Connecticut
-$218K -566 Closed
KP
1295
Keel Point
Alabama
-$217K -565 Closed
MPCG
1296
Matrix Private Capital Group
New York
-$217K -565 Closed
SMC
1297
Smith, Moore & Co
Missouri
-$216K -560 Closed
BMCM
1298
Bryn Mawr Capital Management
Pennsylvania
-$214K -556 Closed
FRA
1299
Frank Rimerman Advisors
California
-$214K -556 Closed
TFCP
1300
Twin Focus Capital Partners
Massachusetts
-$212K -552 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.