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Moderna

489 hedge funds and large institutions have $14.1B invested in Moderna in 2020 Q2 according to their latest regulatory filings, with 243 funds opening new positions, 135 increasing their positions, 89 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 52

140% more capital invested

Capital invested by funds: $5.87B → $14.1B (+$8.21B)

64% more funds holding

Funds holding: 299489 (+190)

52% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 89

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

6% more call options, than puts

Call options by funds: $492M | Put options by funds: $466M

3.13% less ownership

Funds ownership: 59.53%56.41% (-3.1%)

Holders
489
Holders Change
+190
Holders Change %
+63.55%
% of All Funds
10.03%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.21%
New
243
Increased
135
Reduced
89
Closed
52
Calls
$492M
Puts
$466M
Net Calls
+$26.2M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
1
Flagship Pioneering
Massachusetts
$2.56B -$602M -11,000,000 -22%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.41B +$699M +12,772,752 +52%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.65B +$276M +5,045,279 +25%
BlackRock
4
BlackRock
New York
$1.27B +$408M +7,450,811 +60%
TP
5
Theleme Partners
United Kingdom
$549M -$21M -384,000 -4%
Morgan Stanley
6
Morgan Stanley
New York
$410M +$49.2M +899,098 +16%
State Street
7
State Street
Massachusetts
$387M +$29M +530,003 +10%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$261M +$27.4M +499,599 +14%
Federated Hermes
9
Federated Hermes
Pennsylvania
$228M -$61.9M -1,129,783 -24%
BG
10
Bellevue Group
Switzerland
$215M -$33.1M -605,231 -15%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$214M +$36.9M +674,217 +25%
Invesco
12
Invesco
Georgia
$213M -$72.7M -1,328,052 -29%
BPC
13
Banque Pictet & Cie
Switzerland
$211M -$12.9M -236,068 -7%
Goldman Sachs
14
Goldman Sachs
New York
$167M +$59.7M +1,089,796 +72%
WRF
15
Waddell & Reed Financial
Kansas
$161M +$11M +200,010 +9%
FT
16
Fiduciary Trust
Massachusetts
$123M -$16.4M -299,900 -13%
Norges Bank
17
Norges Bank
Norway
$121M -$23.2M -423,393 -18%
Northern Trust
18
Northern Trust
Illinois
$117M +$39.9M +729,335 +66%
RWA
19
Ropes Wealth Advisors
Massachusetts
$115M -$52.6M -961,365 -35%
JP Morgan Chase
20
JP Morgan Chase
New York
$108M -$41.5M -757,315 -31%
Charles Schwab
21
Charles Schwab
California
$93.5M +$24M +438,140 +43%
CS
22
Credit Suisse
Switzerland
$80.9M -$22.9M -417,781 -25%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$79.1M -$63.4M -1,157,615 -48%
Jane Street
24
Jane Street
New York
$76.2M +$63.1M +1,151,727 +3,342%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$68.9M +$58.8M +1,072,829 New

MRNA Hedge Fund Activity: Q2 2020 in Review

489 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q2 2020, worth a combined $14.1B — up 140% from $5.87B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new MRNA positions and 52 closed out — a net gain of 191 holders — while 135 added to existing stakes and 89 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $699M. The largest seller was Flagship Pioneering, cutting an estimated $602M.

  • 489 institutional investors held Moderna (MRNA) as of Q2 2020, up from 299 in Q1 2020.
  • Funds reported $14.1B of Moderna stock for Q2 2020, up 140% quarter-over-quarter.
  • 243 funds opened new Moderna positions in Q2 2020 and 52 closed out, a net change of +191 holders.
  • The largest Moderna buyer in Q2 2020 was Fidelity Investments, an estimated $699M added.
  • The largest Moderna seller in Q2 2020 was Flagship Pioneering, an estimated $602M sold.

Based on aggregated 13F filings for Q2 2020.