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Moderna

489 hedge funds and large institutions have $14.1B invested in Moderna in 2020 Q2 according to their latest regulatory filings, with 243 funds opening new positions, 135 increasing their positions, 89 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 52

140% more capital invested

Capital invested by funds: $5.87B → $14.1B (+$8.21B)

64% more funds holding

Funds holding: 299489 (+190)

52% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 89

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

6% more call options, than puts

Call options by funds: $492M | Put options by funds: $466M

3.13% less ownership

Funds ownership: 59.53%56.41% (-3.1%)

Holders
489
Holders Change
+190
Holders Change %
+63.55%
% of All Funds
10.03%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.21%
New
243
Increased
135
Reduced
89
Closed
52
Calls
$492M
Puts
$466M
Net Calls
+$26.2M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
176
Gladstone Institutional Advisory
Florida
$1.53M +$809K +14,766 +164%
RFWA
177
RPg Family Wealth Advisory
Massachusetts
$1.49M +$1.27M +23,266 New
Nordea Investment Management
178
Nordea Investment Management
Sweden
$1.47M +$1.28M +23,406 New
HighTower Advisors
179
HighTower Advisors
Illinois
$1.42M +$643K +11,740 +113%
AC
180
Amia Capital
United Kingdom
$1.42M -$1.09M -19,945 -47%
DF
181
Donoghue Forlines
Massachusetts
$1.4M +$1.19M +21,795 New
DILIC
182
Dai-ichi Life Insurance Company
Japan
$1.38M +$1.18M +21,474 New
MLICM
183
Metropolitan Life Insurance Company (MetLife)
New York
$1.37M +$367K +6,710 +46%
AIL
184
AGF Investments LLC
Ontario, Canada
$1.37M +$1.17M +21,341 New
Verition Fund Management
185
Verition Fund Management
Connecticut
$1.33M +$1.13M +20,715 New
Capital Fund Management (CFM)
186
Capital Fund Management (CFM)
France
$1.33M +$1.13M +20,702 New
Stifel Financial
187
Stifel Financial
Missouri
$1.32M +$485K +8,853 +76%
MSAM
188
Moloney Securities Asset Management
Missouri
$1.31M -$830K -15,155 -43%
NIT
189
NumerixS Investment Technologies
British Columbia, Canada
$1.31M +$1.12M +20,366 New
II
190
IFM Investors
Australia
$1.3M +$1.11M +20,272 New
PAG
191
Private Advisor Group
New Jersey
$1.29M +$582K +10,631 +113%
AIM
192
Achmea Investment Management
Netherlands
$1.28M +$1.09M +19,930 New
AR
193
Advisory Research
Illinois
$1.27M -$288K -5,250 -21%
DI
194
DFPG Investments
Utah
$1.22M +$1.1M +20,035 New
Twin Tree Management
195
Twin Tree Management
Texas
$1.21M -$4.28M -78,065 -81%
PCM
196
Pennsylvania Capital Management
Pennsylvania
$1.21M +$1.03M +18,881 New
PP
197
Professional Planning
California
$1.21M +$1.03M +18,881 New
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$1.17M +$175K +3,198 +21%
SPC
199
Sigma Planning Corp
Michigan
$1.16M +$436K +7,958 +78%
WBC
200
Westpac Banking Corp
Australia
$1.16M +$986K +18,000 New

MRNA Hedge Fund Activity: Q2 2020 in Review

489 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q2 2020, worth a combined $14.1B — up 140% from $5.87B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new MRNA positions and 52 closed out — a net gain of 191 holders — while 135 added to existing stakes and 89 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $699M. The largest seller was Flagship Pioneering, cutting an estimated $602M.

  • 489 institutional investors held Moderna (MRNA) as of Q2 2020, up from 299 in Q1 2020.
  • Funds reported $14.1B of Moderna stock for Q2 2020, up 140% quarter-over-quarter.
  • 243 funds opened new Moderna positions in Q2 2020 and 52 closed out, a net change of +191 holders.
  • The largest Moderna buyer in Q2 2020 was Fidelity Investments, an estimated $699M added.
  • The largest Moderna seller in Q2 2020 was Flagship Pioneering, an estimated $602M sold.

Based on aggregated 13F filings for Q2 2020.