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Moderna

903 hedge funds and large institutions have $53.9B invested in Moderna in 2021 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 328 increasing their positions, 254 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 84

96% more capital invested

Capital invested by funds: $27.4B → $53.9B (+$26.4B)

88% more funds holding in top 10

Funds holding in top 10: 1732 (+15)

29% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 254

16% more funds holding

Funds holding: 776903 (+127)

4.67% more ownership

Funds ownership: 52.41%57.08% (+4.7%)

15% less call options, than puts

Call options by funds: $3.96B | Put options by funds: $4.68B

Holders
903
Holders Change
+127
Holders Change %
+16.37%
% of All Funds
15.72%
Holding in Top 10
32
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+88.24%
% of All Funds
0.56%
New
218
Increased
328
Reduced
254
Closed
84
Calls
$3.96B
Puts
$4.68B
Net Calls
-$721M
Net Calls Change
-$361M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$10.8B +$97.5M +545,449 +1%
FP
2
Flagship Pioneering
Massachusetts
$4.84B
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.75B +$228M +1,275,874 +7%
BlackRock
4
BlackRock
New York
$4.56B -$252M -1,412,672 -7%
Morgan Stanley
5
Morgan Stanley
New York
$1.74B -$143M -801,291 -10%
State Street
6
State Street
Massachusetts
$1.72B +$235M +1,316,702 +22%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.7B +$260M +1,452,440 +25%
Coatue Management
8
Coatue Management
New York
$1.44B +$873M +4,883,219 +388%
TP
9
Theleme Partners
United Kingdom
$1.43B -$41.1M -230,000 -4%
LPC
10
Lone Pine Capital
Connecticut
$938M +$713M +3,990,897 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$787M -$80.5M -450,572 -12%
Renaissance Technologies
12
Renaissance Technologies
New York
$749M +$278M +1,552,925 +95%
Norges Bank
13
Norges Bank
Norway
$737M +$134M +747,612 +31%
BPC
14
Banque Pictet & Cie
Switzerland
$709M -$3.97M -22,240 -0.7%
BG
15
Bellevue Group
Switzerland
$597M -$47.8M -267,650 -10%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$522M -$20.6M -115,320 -5%
Capital World Investors
17
Capital World Investors
California
$467M +$30.8M +172,115 +9%
Allianz Asset Management
18
Allianz Asset Management
Germany
$464M -$114M -638,178 -24%
Northern Trust
19
Northern Trust
Illinois
$458M +$20.1M +112,251 +6%
Legal & General Group
20
Legal & General Group
United Kingdom
$442M +$60.6M +339,067 +22%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$393M +$289M +1,616,152 +2,779%
Federated Hermes
22
Federated Hermes
Pennsylvania
$363M -$8.22M -45,970 -3%
Macquarie Group
23
Macquarie Group
Australia
$356M +$270M +1,509,612 +30,664%
JP Morgan Chase
24
JP Morgan Chase
New York
$350M -$144M -803,573 -35%
N
25
Nuveen
North Carolina
$348M +$53.3M +298,009 +25%

MRNA Hedge Fund Activity: Q2 2021 in Review

903 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q2 2021, worth a combined $53.9B — up 96% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new MRNA positions and 84 closed out — a net gain of 134 holders — while 328 added to existing stakes and 254 trimmed.

The largest buyer was Coatue Management, adding an estimated $873M. The largest seller was BlackRock, cutting an estimated $252M.

  • 903 institutional investors held Moderna (MRNA) as of Q2 2021, up from 776 in Q1 2021.
  • Funds reported $53.9B of Moderna stock for Q2 2021, up 96% quarter-over-quarter.
  • 218 funds opened new Moderna positions in Q2 2021 and 84 closed out, a net change of +134 holders.
  • The largest Moderna buyer in Q2 2021 was Coatue Management, an estimated $873M added.
  • The largest Moderna seller in Q2 2021 was BlackRock, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2021.