Moderna
MRNA
138 hedge funds and large institutions have $2.1B invested in Moderna in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 41 increasing their positions, 22 reducing their positions, and 21 closing their positions.
171% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 21
106% more call options, than puts
Call options by funds: $16.7M | Put options by funds: $8.1M
86% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 22
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
30% more funds holding
Funds holding: 106 → 138 (+32)
1.51% more ownership
Funds ownership: 42.05% → 43.55% (+1.5%)
25% less capital invested
Capital invested by funds: $2.8B → $2.1B (-$704M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Ropes Wealth Advisors
Boston,
Massachusetts
|
+$125M |
| 2 |
BG
Bellevue Group
Kuesnacht,
Switzerland
|
+$101M |
| 3 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
+$84.2M |
| 4 |
TP
Theleme Partners
London,
United Kingdom
|
+$47.7M |
| 5 |
JP Morgan Chase
New York
|
+$36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$182M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$52.5M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$32.9M |
| 4 |
RCM
RA Capital Management
Boston,
Massachusetts
|
-$30.8M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$26.1M |
MRNA Hedge Fund Activity: Q2 2019 in Review
138 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q2 2019, worth a combined $2.1B — down 25% from $2.8B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new MRNA positions and 21 closed out — a net gain of 36 holders — while 41 added to existing stakes and 22 trimmed.
The largest buyer was Ropes Wealth Advisors, adding an estimated $125M. The largest seller was Viking Global Investors, cutting an estimated $182M.
- 138 institutional investors held Moderna (MRNA) as of Q2 2019, up from 106 in Q1 2019.
- Funds reported $2.1B of Moderna stock for Q2 2019, down 25% quarter-over-quarter.
- 57 funds opened new Moderna positions in Q2 2019 and 21 closed out, a net change of +36 holders.
- The largest Moderna buyer in Q2 2019 was Ropes Wealth Advisors, an estimated $125M added.
- The largest Moderna seller in Q2 2019 was Viking Global Investors, an estimated $182M sold.
Based on aggregated 13F filings for Q2 2019.