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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
American Century Companies
201
American Century Companies
Missouri
$12M -$27.1M -92,800 -66%
JPMIA
202
J.P. Marvel Investment Advisors
Massachusetts
$11.8M -$5.49M -18,765 -29%
MOACM
203
Mutual of America Capital Management
New York
$11.8M +$139K +474 +1%
Lazard Asset Management
204
Lazard Asset Management
New York
$11.8M -$12.7M -43,500 -48%
Marshall Wace
205
Marshall Wace
United Kingdom
$11.6M +$12.5M +42,828 +1,417%
Qube Research & Technologies (QRT)
206
Qube Research & Technologies (QRT)
United Kingdom
$11.5M +$6.52M +22,293 +97%
NAM
207
Nissay Asset Management
Japan
$11.5M +$1.24M +4,244 +10%
II
208
IFM Investors
Australia
$11.5M +$24K +82 +0.2%
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4M -$305K -1,044 -2%
COPPSERS
210
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.2M +$78.1K +267 +0.6%
LSERS
211
Louisiana State Employees Retirement System
Louisiana
$11.1M +$263K +900 +2%
TRCT
212
Tower Research Capital (TRC)
New York
$10.9M +$6.18M +21,125 +98%
Ensign Peak Advisors
213
Ensign Peak Advisors
Utah
$10.7M -$11.1M -37,848 -47%
TI
214
Trexquant Investment
Connecticut
$10.6M +$8.99M +30,738 +275%
LFDLE
215
La Financiere de L'Echiquier
France
$10.6M +$11M +37,568 +939%
SEI Investments
216
SEI Investments
Pennsylvania
$10.5M -$1.56M -5,344 -11%
Capital Fund Management (CFM)
217
Capital Fund Management (CFM)
France
$10.5M +$12M +41,158 New
Capstone Investment Advisors
218
Capstone Investment Advisors
New York
$10.4M +$9.84M +33,658 +451%
Truist Financial
219
Truist Financial
North Carolina
$10.3M -$1.09M -3,731 -8%
CTC
220
Central Trust Company
Missouri
$10.2M -$157K -536 -1%
VMPIC
221
Varma Mutual Pension Insurance Co
Finland
$10.2M
PI
222
PineBridge Investments
New York
$10.1M +$4.06M +13,886 +53%
SG Americas Securities
223
SG Americas Securities
New York
$10M +$4.7M +16,063 +69%
HighTower Advisors
224
HighTower Advisors
Illinois
$9.98M -$3.27M -11,177 -22%
Credit Agricole
225
Credit Agricole
France
$9.93M +$6.2M +21,196 +119%

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.