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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
ACL
151
APEIRON Capital Ltd
Hong Kong
$23.1M +$906K +3,100 +4%
CIBC Asset Management
152
CIBC Asset Management
Ontario, Canada
$23M +$2.24M +7,651 +9%
FAF
153
Fjarde Ap-fonden
Sweden
$22.4M -$1.44M -4,930 -5%
AB
154
Amalgamated Bank
New York
$22.4M +$2.56M +8,744 +11%
PA
155
Profund Advisors
Maryland
$21.9M -$2.68M -9,175 -10%
EB
156
Eastern Bank
Massachusetts
$21.8M -$3.65M -12,500 -13%
AI
157
Axiom Investors
Connecticut
$21.6M -$85.6M -292,719 -77%
FAF
158
Första AP-fonden
Sweden
$20.9M +$1.49M +5,100 +7%
GIA
159
Gateway Investment Advisers
Ohio
$20.6M +$12.2M +41,794 +106%
RJFSA
160
Raymond James Financial Services Advisors
Florida
$20.5M -$8.67M -29,660 -27%
APG Asset Management
161
APG Asset Management
Netherlands
$20.5M -$52.6M -179,937 -66%
KBC Group
162
KBC Group
Belgium
$20.4M -$22.5M -76,839 -49%
MIM
163
MetLife Investment Management
New Jersey
$19.8M -$403K -1,380 -2%
UIM
164
USS Investment Management
United Kingdom
$19.5M
DZ Bank
165
DZ Bank
Germany
$19.4M +$5.01M +17,145 +29%
CWM
166
CIBC World Markets
New York
$19.1M -$5.78M -19,755 -21%
HCM
167
Heathbridge Capital Management
Ontario, Canada
$18.9M +$1.73M +5,905 +9%
BCV
168
Banque Cantonale Vaudoise
Switzerland
$17.3M +$7.03M +24,057 +55%
Calamos Advisors
169
Calamos Advisors
Illinois
$17.2M +$19.9M +67,909 New
Mackenzie Financial
170
Mackenzie Financial
Ontario, Canada
$17.2M -$87.4K -299 -0.4%
BBVA
171
Banco Bilbao Vizcaya Argentaria
Spain
$17.1M +$8.85M +30,266 +82%
Balyasny Asset Management
172
Balyasny Asset Management
Illinois
$16.9M +$19.5M +66,529 New
TC
173
Titleist Capital
Texas
$16.6M +$19.1M +65,415 New
CANY
174
Caxton Associates (New York)
New York
$16.3M -$170K -581 -0.9%
IG
175
ING Group
Netherlands
$16.1M +$7.8M +26,678 +73%

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.