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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
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
$16M +$4.7M +16,084 +34%
JG
177
Jefferies Group
New York
$15.6M -$8.62M -29,467 -32%
URS
178
Utah Retirement Systems
Utah
$15.6M +$40.1K +137 +0.2%
X
179
Xponance
Pennsylvania
$15.5M +$1.46M +4,984 +9%
IMC Chicago
180
IMC Chicago
Illinois
$15.4M +$17.7M +60,618 New
BCIM
181
British Columbia Investment Management
British Columbia, Canada
$15.3M -$802K -2,743 -4%
HHII
182
H&H International Investment
California
$15.2M +$17.5M +60,000 New
OC
183
Oppenheimer & Co
New York
$15.2M -$2.62M -8,968 -13%
AIM
184
Artemis Investment Management
United Kingdom
$15.1M +$380K +1,298 +2%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$15M -$57.9K -198 -0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
186
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.8M +$12.4M +42,537 +271%
GIBU
187
Gulf International Bank (UK)
United Kingdom
$14.4M -$3.3M -11,300 -17%
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$14.4M +$2.89M +9,876 +13%
SLAM
189
Swiss Life Asset Management
$14.4M +$2.72M +9,286 +20%
Man Group
190
Man Group
United Kingdom
$14.1M +$10.6M +36,236 +189%
MLICM
191
Metropolitan Life Insurance Company (MetLife)
New York
$14M -$439K -1,503 -3%
SOADOR
192
State of Alaska Department of Revenue
Alaska
$13.9M -$612K -2,092 -4%
Stifel Financial
193
Stifel Financial
Missouri
$13.9M -$3.58M -12,238 -18%
Aviva
194
Aviva
United Kingdom
$13.9M -$1.24M -4,252 -7%
YCM
195
Yousif Capital Management
Michigan
$13.8M +$15.9M +54,415 New
DnB Asset Management
196
DnB Asset Management
Norway
$13.6M +$1.76M +6,008 +13%
MSL
197
Mackay Shields LLC
New York
$13.4M -$282K -966 -2%
TPSF
198
Texas Permanent School Fund
Texas
$12.3M -$1.66M -5,667 -10%
ERSOT
199
Employees Retirement System of Texas
Texas
$12.2M
Rafferty Asset Management
200
Rafferty Asset Management
New York
$12M +$5.66M +19,369 +69%

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.