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Moderna

106 hedge funds and large institutions have $2.8B invested in Moderna in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

40% more capital invested

Capital invested by funds: $2.01B → $2.8B (+$795M)

34% more funds holding

Funds holding: 79106 (+27)

17% more call options, than puts

Call options by funds: $6.91M | Put options by funds: $5.9M

1.44% more ownership

Funds ownership: 40.61%42.05% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
106
Holders Change
+27
Holders Change %
+34.18%
% of All Funds
2.29%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
45
Increased
25
Reduced
23
Closed
18
Calls
$6.91M
Puts
$5.9M
Net Calls
+$1.01M
Net Calls Change
+$995K
Name Holding Trade Value Shares
Change
Change in
Stake
FP
1
Flagship Pioneering
Massachusetts
$1.2B
Viking Global Investors
2
Viking Global Investors
Connecticut
$339M -$7.67M -413,298 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$296M -$1.16M -62,240 -0.4%
AG
4
Artal Group
Luxembourg
$102M -$4.64M -250,000 -5%
BB
5
BB Biotech
Switzerland
$97.4M
FT
6
Fiduciary Trust
Massachusetts
$87.7M -$19 -1 -0%
Morgan Stanley
7
Morgan Stanley
New York
$69.5M +$23.4M +1,260,145 +59%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$62.1M -$2.88K -155 -0%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$52.4M +$15.8M +849,357 +49%
WRF
10
Waddell & Reed Financial
Kansas
$35.2M +$4.24M +228,342 +15%
TP
11
Theleme Partners
United Kingdom
$33.2M +$9.33M +502,513 +44%
Fidelity International
12
Fidelity International
Bermuda
$32.9M +$10M +540,754 +50%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$32.6M
RCM
14
RA Capital Management
Massachusetts
$30.8M -$7.37K -397 -0%
PIM
15
Platinum Investment Management
Australia
$30M -$60.3K -3,251 -0.2%
JP Morgan Chase
16
JP Morgan Chase
New York
$29.2M -$872K -46,970 -3%
Goldman Sachs
17
Goldman Sachs
New York
$23.8M -$3.44M -185,481 -14%
CS
18
Credit Suisse
Switzerland
$21.4M +$8.39M +452,209 +75%
HIM
19
Hillhouse Investment Management
Cayman Islands
$19.9M
HCM
20
Highline Capital Management
New York
$18.9M -$10.9M -587,712 -39%
Vanguard Group
21
Vanguard Group
Pennsylvania
$17.7M +$10.1M +543,516 +167%
Norges Bank
22
Norges Bank
Norway
$16.8M
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$16M +$118K +6,333 +0.8%
AAMU
24
Amundi Asset Management US
Massachusetts
$15M +$13.7M +739,148 New
Neuberger Berman Group
25
Neuberger Berman Group
New York
$14.3M -$4.49M -242,070 -26%

MRNA Hedge Fund Activity: Q1 2019 in Review

106 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q1 2019, worth a combined $2.8B — up 40% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MRNA positions and 18 closed out — a net gain of 27 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.4M. The largest seller was Highline Capital Management, cutting an estimated $10.9M.

  • 106 institutional investors held Moderna (MRNA) as of Q1 2019, up from 79 in Q4 2018.
  • Funds reported $2.8B of Moderna stock for Q1 2019, up 40% quarter-over-quarter.
  • 45 funds opened new Moderna positions in Q1 2019 and 18 closed out, a net change of +27 holders.
  • The largest Moderna buyer in Q1 2019 was Morgan Stanley, an estimated $23.4M added.
  • The largest Moderna seller in Q1 2019 was Highline Capital Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2019.