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Moderna
MRNA

159 hedge funds and large institutions have $3.41B invested in Moderna in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 68 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $24.3M | Put options by funds: $9.97M

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

100% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 34

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

27% more capital invested

Capital invested by funds: $2.68B → $3.41B (+$723M)

17% more funds holding

Funds holding: 136 → 159 (+23)

1.21% more ownership

Funds ownership: 51.06% → 52.27% (+1.2%)

Holders
159
Holders Change
+23
Holders Change %
+16.91%
% of All Funds
3.13%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
41
Increased
68
Reduced
34
Closed
17
Calls
$24.3M
Puts
$9.97M
Net Calls
+$14.3M
Net Calls Change
+$7.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$64.8M
2
BlackRock
BlackRock
New York
+$59.8M
3
State Street
State Street
Massachusetts
+$57.8M
4
SCM
Segantii Capital Management
Hong Kong
+$19.4M
5
TP
Theleme Partners
United Kingdom
+$14.7M

Top Sellers

1
FP
Flagship Pioneering
Massachusetts
-$141M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$24.1M
3
HA
HHLR Advisors
Cayman Islands
-$15.6M
4
RWA
Ropes Wealth Advisors
Massachusetts
-$15.2M
5
FT
Fiduciary Trust
Massachusetts
-$7.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1
Flagship Pioneering
Massachusetts
$995M -$141M -7,935,855 -13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$339M +$5.12M +288,355 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$314M +$64.8M +3,650,327 +29%
BlackRock
4
BlackRock
New York
$229M +$59.8M +3,371,833 +40%
TP
5
Theleme Partners
United Kingdom
$126M +$14.7M +827,829 +15%
State Street
6
State Street
Massachusetts
$106M +$57.8M +3,258,554 +151%
BG
7
Bellevue Group
Switzerland
$96.5M +$1.61M +91,000 +2%
Morgan Stanley
8
Morgan Stanley
New York
$94.1M +$5.38M +303,041 +7%
AG
9
Artal Group
Luxembourg
$90.1M – – –
RWA
10
Ropes Wealth Advisors
Massachusetts
$80.8M -$15.2M -857,823 -17%
BPC
11
Banque Pictet & Cie
Switzerland
$76.5M -$662K -37,314 -0.9%
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$66.8M +$3.57M +201,316 +6%
Viking Global Investors
13
Viking Global Investors
Connecticut
$65M -$24.1M -1,356,026 -29%
FT
14
Fiduciary Trust
Massachusetts
$63.8M -$7.1M -400,000 -11%
CS
15
Credit Suisse
Switzerland
$56.4M +$5.12M +288,707 +11%
Invesco
16
Invesco
Georgia
$48.5M +$14M +787,469 +46%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$45.6M +$1.76M +99,167 +4%
JP Morgan Chase
18
JP Morgan Chase
New York
$45.6M +$4.72M +266,191 +13%
WRF
19
Waddell & Reed Financial
Kansas
$33.4M -$601K -33,854 -2%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$31.3M – – –
PIM
21
Platinum Investment Management
Australia
$28.4M -$329K -18,537 -1%
Goldman Sachs
22
Goldman Sachs
New York
$25.8M +$1.62M +91,314 +7%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.8M -$816K -45,986 -4%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$22.1M +$5.93M +334,486 +42%
SCM
25
Segantii Capital Management
Hong Kong
$21.4M +$19.4M +1,091,815 New
1
2 3 4 5

MRNA Hedge Fund Activity: Q4 2019 in Review

159 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q4 2019, worth a combined $3.41B — up 27% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MRNA positions and 17 closed out — a net gain of 24 holders — while 68 added to existing stakes and 34 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $64.8M. The largest seller was Flagship Pioneering, cutting an estimated $141M.

  • 159 institutional investors held Moderna (MRNA) as of Q4 2019, up from 136 in Q3 2019.
  • Funds reported $3.41B of Moderna stock for Q4 2019, up 27% quarter-over-quarter.
  • 41 funds opened new Moderna positions in Q4 2019 and 17 closed out, a net change of +24 holders.
  • The largest Moderna buyer in Q4 2019 was Fidelity Investments, an estimated $64.8M added.
  • The largest Moderna seller in Q4 2019 was Flagship Pioneering, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2019.