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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
RPC
1301
Rossmore Private Capital
Connecticut
-$212K -550 Closed
FG
1302
Foster Group
Iowa
-$211K -549 Closed
OWA
1303
Octavia Wealth Advisors
Ohio
-$207K -540 Closed
EE
1304
EWG Elevate
California
-$207K -537 Closed
CDH
1305
Charles D. Hyman
-$206K -535 Closed
HBCM
1306
Heron Bay Capital Management
Michigan
-$205K -533 Closed
PAG
1307
Private Advisory Group
Washington
-$205K -532 Closed
NHC
1308
Nicholas Hoffman & Company
Georgia
-$202K -525 Closed
ALAM
1309
Asahi Life Asset Management
Japan
-$154K -400 Closed
GTAM
1310
Global Trust Asset Management
Florida
-$142K -370 Closed
DOA
1311
D'Orazio & Associates
Virginia
-$134K -347 Closed
SAS
1312
Stelac Advisory Services
New York
-$132K -343 Closed
CAMG
1313
CWA Asset Management Group
Florida
-$105K -272 Closed
TAM
1314
Tucker Asset Management
Colorado
-$83.5K -242 Closed
OSNBOA
1315
Old Second National Bank of Aurora
Illinois
-$87K -225 Closed
CPC
1316
Consolidated Planning Corp
Georgia
-$71K -185 Closed
HA
1317
Herold Advisors
New York
-$57K -150 Closed
UAML
1318
US Asset Management LLC
Pennsylvania
-$58K -150 Closed
KIG
1319
Kowal Investment Group
Wisconsin
-$57K -149 Closed
FIA
1320
FNY Investment Advisers
New York
-$55K -143 Closed
EWA
1321
Evolution Wealth Advisors
Florida
-$50K -130 Closed
LWM
1322
Liberty Wealth Management
California
-$48K -128 Closed
CM
1323
Capula Management
Cayman Islands
-$43K -112 Closed
GPA
1324
Guidance Point Advisors
Massachusetts
-$40K -104 Closed
CAL
1325
Capital Analysts LLC
Pennsylvania
-$38K -100 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.