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Moderna

717 hedge funds and large institutions have $20.9B invested in Moderna in 2020 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 235 increasing their positions, 189 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 50

44% more capital invested

Capital invested by funds: $14.5B → $20.9B (+$6.43B)

31% more funds holding

Funds holding: 547717 (+170)

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

24% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 189

1.5% less ownership

Funds ownership: 51.99%50.49% (-1.5%)

24% less call options, than puts

Call options by funds: $1.52B | Put options by funds: $2B

Holders
717
Holders Change
+170
Holders Change %
+31.08%
% of All Funds
12.69%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.23%
New
228
Increased
235
Reduced
189
Closed
50
Calls
$1.52B
Puts
$2B
Net Calls
-$483M
Net Calls Change
-$306M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
1
Flagship Pioneering
Massachusetts
$3.23B
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$2.54B +$1.73B +17,086,635 +236%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.44B -$456M -4,503,237 -16%
BlackRock
4
BlackRock
New York
$2.14B +$24.3M +239,949 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$830M -$2.66B -26,275,625 -77%
State Street
6
State Street
Massachusetts
$629M -$56.6M -559,240 -8%
Morgan Stanley
7
Morgan Stanley
New York
$605M +$77.1M +761,697 +15%
TP
8
Theleme Partners
United Kingdom
$558M -$234M -2,309,280 -30%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$373M +$20.9M +206,455 +6%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$325M +$237M +2,343,772 +306%
BPC
11
Banque Pictet & Cie
Switzerland
$316M -$13.4M -132,437 -4%
BG
12
Bellevue Group
Switzerland
$308M -$40M -395,037 -12%
JP Morgan Chase
13
JP Morgan Chase
New York
$274M +$38.1M +376,621 +17%
Norges Bank
14
Norges Bank
Norway
$241M +$22.5M +222,707 +11%
WRF
15
Waddell & Reed Financial
Kansas
$219M -$40.4M -398,973 -16%
Federated Hermes
16
Federated Hermes
Pennsylvania
$194M +$9.48M +93,688 +5%
Northern Trust
17
Northern Trust
Illinois
$191M +$162K +1,600 +0.1%
Renaissance Technologies
18
Renaissance Technologies
New York
$183M +$177M +1,752,724 New
CS
19
Credit Suisse
Switzerland
$180M +$39M +385,031 +29%
Legal & General Group
20
Legal & General Group
United Kingdom
$161M +$6.37M +62,990 +4%
RWA
21
Ropes Wealth Advisors
Massachusetts
$161M -$1.95M -19,232 -1%
N
22
Nuveen
North Carolina
$141M +$58.4M +577,249 +75%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$140M +$36M +356,183 +36%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$135M +$3.06M +30,262 +2%
Bank of America
25
Bank of America
North Carolina
$124M +$57M +563,811 +90%

MRNA Hedge Fund Activity: Q4 2020 in Review

717 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q4 2020, worth a combined $20.9B — up 44% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 228 funds opened new MRNA positions and 50 closed out — a net gain of 178 holders — while 235 added to existing stakes and 189 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $1.73B. The largest seller was Fidelity Investments, cutting an estimated $2.66B.

  • 717 institutional investors held Moderna (MRNA) as of Q4 2020, up from 547 in Q3 2020.
  • Funds reported $20.9B of Moderna stock for Q4 2020, up 44% quarter-over-quarter.
  • 228 funds opened new Moderna positions in Q4 2020 and 50 closed out, a net change of +178 holders.
  • The largest Moderna buyer in Q4 2020 was Baillie Gifford & Co, an estimated $1.73B added.
  • The largest Moderna seller in Q4 2020 was Fidelity Investments, an estimated $2.66B sold.

Based on aggregated 13F filings for Q4 2020.