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Moderna

547 hedge funds and large institutions have $14.5B invested in Moderna in 2020 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 222 increasing their positions, 137 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 79

62% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 137

12% more funds holding

Funds holding: 489547 (+58)

3% more capital invested

Capital invested by funds: $14.1B → $14.5B (+$417M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4.41% less ownership

Funds ownership: 56.41%51.99% (-4.4%)

21% less call options, than puts

Call options by funds: $671M | Put options by funds: $848M

Holders
547
Holders Change
+58
Holders Change %
+11.86%
% of All Funds
11.04%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
140
Increased
222
Reduced
137
Closed
79
Calls
$671M
Puts
$848M
Net Calls
-$176M
Net Calls Change
-$203M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
201
NVWM LLC
Pennsylvania
$1.08M -$976 -14 -0.1%
MAM
202
Martingale Asset Management
Massachusetts
$1.08M +$203K +2,906 +24%
AB
203
Amalgamated Bank
New York
$1.07M +$44.6K +639 +4%
PC
204
PointState Capital
New York
$1.06M -$1.39M -20,000 -57%
BRWA
205
B. Riley Wealth Advisors
Florida
$1.05M +$279K +3,998 +37%
AR
206
Advisory Research
Illinois
$1.05M -$337K -4,840 -25%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$1.04M +$42.5K +610 +4%
HAG
208
HighPoint Advisor Group
Illinois
$1.04M +$186K +2,662 +22%
BCM
209
Bluefin Capital Management
New York
$1.03M -$245K -3,508 Closed
HF
210
HRT Financial
New York
$1.02M +$1.01M +14,497 New
SL
211
Stevard LLC
Illinois
$1.01M +$181K +2,600 +22%
WEC
212
Winslow Evans & Crocker
Massachusetts
$985K -$148K -2,125 -13%
AL
213
AJO LP
Pennsylvania
$968K +$955K +13,697 New
Nordea Investment Management
214
Nordea Investment Management
Sweden
$956K -$737K -10,564 -45%
BBVA
215
Banco Bilbao Vizcaya Argentaria
Spain
$956K +$943K +13,520 New
Capstone Investment Advisors
216
Capstone Investment Advisors
New York
$908K +$895K +12,840 New
CA
217
Cetera Advisors
Colorado
$903K +$29.1K +418 +3%
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$888K -$395K -5,670 -31%
M&T Bank
219
M&T Bank
New York
$881K +$120K +1,725 +16%
CAN
220
Cetera Advisor Networks
California
$864K +$343K +4,919 +67%
KJHP
221
K.J. Harrison & Partners
Ontario, Canada
$850K +$837K +12,000 New
SO
222
STRS Ohio
Ohio
$831K +$102K +1,470 +14%
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$826K +$48.7K +699 +6%
Prudential Financial
224
Prudential Financial
New Jersey
$816K +$8.37K +120 +1%
PP
225
Professional Planning
California
$813K -$516K -7,396 -39%

MRNA Hedge Fund Activity: Q3 2020 in Review

547 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q3 2020, worth a combined $14.5B — up 3% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MRNA positions and 79 closed out — a net gain of 61 holders — while 222 added to existing stakes and 137 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $221M. The largest seller was Flagship Pioneering, cutting an estimated $628M.

  • 547 institutional investors held Moderna (MRNA) as of Q3 2020, up from 489 in Q2 2020.
  • Funds reported $14.5B of Moderna stock for Q3 2020, up 3% quarter-over-quarter.
  • 140 funds opened new Moderna positions in Q3 2020 and 79 closed out, a net change of +61 holders.
  • The largest Moderna buyer in Q3 2020 was Baillie Gifford & Co, an estimated $221M added.
  • The largest Moderna seller in Q3 2020 was Flagship Pioneering, an estimated $628M sold.

Based on aggregated 13F filings for Q3 2020.