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Moderna

300 hedge funds and large institutions have $5.87B invested in Moderna in 2020 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 78 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 22

89% more funds holding

Funds holding: 159300 (+141)

72% more capital invested

Capital invested by funds: $3.41B → $5.87B (+$2.46B)

66% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 47

46% more call options, than puts

Call options by funds: $118M | Put options by funds: $80.7M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7.26% more ownership

Funds ownership: 52.27%59.53% (+7.3%)

Holders
300
Holders Change
+141
Holders Change %
+88.68%
% of All Funds
6.61%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
165
Increased
78
Reduced
47
Closed
22
Calls
$118M
Puts
$80.7M
Net Calls
+$37.4M
Net Calls Change
+$23M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
1
Flagship Pioneering
Massachusetts
$1.52B
Fidelity Investments
2
Fidelity Investments
Massachusetts
$742M +$201M +8,724,935 +54%
Vanguard Group
3
Vanguard Group
Pennsylvania
$616M +$75M +3,261,216 +19%
BlackRock
4
BlackRock
New York
$371M +$14.9M +649,320 +6%
TP
5
Theleme Partners
United Kingdom
$267M +$57.3M +2,490,645 +39%
State Street
6
State Street
Massachusetts
$165M +$2.01M +87,157 +2%
Morgan Stanley
7
Morgan Stanley
New York
$164M +$15.6M +675,919 +14%
Federated Hermes
8
Federated Hermes
Pennsylvania
$140M +$108M +4,682,416 +399,865%
Invesco
9
Invesco
Georgia
$139M +$49.8M +2,162,732 +87%
BG
10
Bellevue Group
Switzerland
$118M -$22.7M -984,900 -20%
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$107M +$3.31M +143,771 +4%
BPC
12
Banque Pictet & Cie
Switzerland
$106M -$8.82M -383,523 -10%
AG
13
Artal Group
Luxembourg
$89.8M -$37M -1,606,298 -35%
RWA
14
Ropes Wealth Advisors
Massachusetts
$82.5M -$31.7M -1,376,108 -33%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$79.5M +$7.37M +320,551 +14%
JP Morgan Chase
16
JP Morgan Chase
New York
$73M +$2.41M +104,567 +4%
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$71.6M +$18.2M +789,473 +49%
WRF
18
Waddell & Reed Financial
Kansas
$69.1M +$13.8M +600,000 +35%
Norges Bank
19
Norges Bank
Norway
$69M +$40.2M +1,748,515 +314%
FT
20
Fiduciary Trust
Massachusetts
$66.6M -$23.9M -1,040,094 -32%
CS
21
Credit Suisse
Switzerland
$50.3M -$27.7M -1,205,563 -42%
PIM
22
Platinum Investment Management
Australia
$46M +$1.92M +83,443 +6%
Goldman Sachs
23
Goldman Sachs
New York
$45.4M +$4.54M +197,363 +15%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.4M +$339K +14,719 +1%
Northern Trust
25
Northern Trust
Illinois
$32.9M +$2.98M +129,361 +13%

MRNA Hedge Fund Activity: Q1 2020 in Review

300 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q1 2020, worth a combined $5.87B — up 72% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new MRNA positions and 22 closed out — a net gain of 143 holders — while 78 added to existing stakes and 47 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $201M. The largest seller was Viking Global Investors, cutting an estimated $53.5M.

  • 300 institutional investors held Moderna (MRNA) as of Q1 2020, up from 159 in Q4 2019.
  • Funds reported $5.87B of Moderna stock for Q1 2020, up 72% quarter-over-quarter.
  • 165 funds opened new Moderna positions in Q1 2020 and 22 closed out, a net change of +143 holders.
  • The largest Moderna buyer in Q1 2020 was Fidelity Investments, an estimated $201M added.
  • The largest Moderna seller in Q1 2020 was Viking Global Investors, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2020.