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Moderna
MRNA

136 hedge funds and large institutions have $2.68B invested in Moderna in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 30

61% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $10.9M

28% more capital invested

Capital invested by funds: $2.1B → $2.68B (+$587M)

7.51% more ownership

Funds ownership: 43.55% → 51.06% (+7.5%)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less funds holding

Funds holding: 138 → 136 (-2)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
36
Increased
55
Reduced
30
Closed
36
Calls
$17.7M
Puts
$10.9M
Net Calls
+$6.73M
Net Calls Change
-$1.89M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$245M
2
BlackRock
BlackRock
New York
+$114M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$28.7M
4
State Street
State Street
Massachusetts
+$27.2M
5
TP
Theleme Partners
United Kingdom
+$26M

Top Sellers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
-$52M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$21.3M
3
JP Morgan Chase
JP Morgan Chase
New York
-$15.4M
4
RWA
Ropes Wealth Advisors
Massachusetts
-$12.2M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
126
Shine Investment Advisory Services
Colorado
$10K – – –
JCM
127
Jacobi Capital Management
Pennsylvania
$8K – – –
JWA
128
JFS Wealth Advisors
Pennsylvania
$8K – – –
FHA
129
Flagship Harbor Advisors
Massachusetts
$8K +$1.85K +125 +30%
HIIFS
130
Harel Insurance Investments & Financial Services
Israel
$6K +$5.7K +386 New
HR
131
Howe & Rusling
New York
$3K +$2.88K +195 New
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$2K +$1.48K +100 New
MAM
133
Meeder Asset Management
Ohio
$2K +$1.77K +120 New
AF
134
Advisornet Financial
Minnesota
$1K – – –
GT
135
Glenmede Trust
Pennsylvania
$95 +$44.3K +3,000 +100%
LM
136
Luminus Management
Texas
– -$10.2M -693,832 Closed
HCM
137
Hitchwood Capital Management
New York
– -$5.12M -350,000 Closed
Renaissance Technologies
138
Renaissance Technologies
New York
– -$4.13M -281,800 Closed
ACH
139
ArrowMark Colorado Holdings
Colorado
– -$3.85M -263,181 Closed
MWNA
140
Marshall Wace North America
New York
– -$2.8M -190,944 Closed
CSS
141
Cubist Systematic Strategies
Connecticut
– -$2.12M -144,610 Closed
Two Sigma Investments
142
Two Sigma Investments
New York
– -$1.8M -123,236 Closed
Marshall Wace
143
Marshall Wace
United Kingdom
– -$1.68M -114,512 Closed
Millennium Management
144
Millennium Management
New York
– -$1.42M -97,027 Closed
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
– -$1.33M -89,985 Closed
SC
146
Sculptor Capital
New York
– -$1.23M -84,100 Closed
SCM
147
Stevens Capital Management
Pennsylvania
– -$1.1M -75,249 Closed
Squarepoint
148
Squarepoint
New York
– -$1.1M -75,167 Closed
HCMT
149
Highland Capital Management (Tennessee)
Tennessee
– -$801K -54,747 Closed
ARTA
150
A.R.T. Advisors
New York
– -$709K -48,400 Closed
3 4 5
6
7

MRNA Hedge Fund Activity: Q3 2019 in Review

136 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q3 2019, worth a combined $2.68B — up 28% from $2.1B a quarter earlier.

Fund positioning in MRNA was balanced in Q3 2019: 36 funds opened new positions, 36 closed out, 55 added to existing stakes and 30 trimmed.

The largest buyer was Vanguard Group, adding an estimated $245M. The largest seller was Viking Global Investors, cutting an estimated $52M.

  • 136 institutional investors held Moderna (MRNA) as of Q3 2019, down from 138 in Q2 2019.
  • Funds reported $2.68B of Moderna stock for Q3 2019, up 28% quarter-over-quarter.
  • 36 funds opened new Moderna positions in Q3 2019 and 36 closed out, a net change of 0 holders.
  • The largest Moderna buyer in Q3 2019 was Vanguard Group, an estimated $245M added.
  • The largest Moderna seller in Q3 2019 was Viking Global Investors, an estimated $52M sold.

Based on aggregated 13F filings for Q3 2019.