Moderna
MRNA
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, 77 increasing their positions, 48 reducing their positions, and 22 closing their positions.
650% more first-time investments, than exits
New positions opened: 165 | Existing positions closed: 22
89% more funds holding
Funds holding: 159 → 300 (+141)
72% more capital invested
Capital invested by funds: $3.41B → $5.87B (+$2.46B)
60% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 48
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: 6 → 7 (+1)
7.25% more ownership
Funds ownership: 52.27% → 59.52% (+7.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$201M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$108M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$75M |
| 4 |
TP
Theleme Partners
London,
United Kingdom
|
+$57.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$49.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$53.5M |
| 2 |
AG
Artal Group
Luxembourg
|
-$37M |
| 3 |
RWA
Ropes Wealth Advisors
Boston,
Massachusetts
|
-$31.7M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$27.7M |
| 5 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$23.9M |
MRNA Hedge Fund Activity: Q1 2020 in Review
300 of the 4,547 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 77 added to existing stakes and 48 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.