We are live on ! Find out more
MRNA icon

Moderna

1,140 hedge funds and large institutions have $93.5B invested in Moderna in 2021 Q3 according to their latest regulatory filings, with 322 funds opening new positions, 395 increasing their positions, 325 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more first-time investments, than exits

New positions opened: 322 | Existing positions closed: 74

74% more capital invested

Capital invested by funds: $53.9B → $93.5B (+$39.7B)

26% more funds holding

Funds holding: 9031,140 (+237)

22% more funds holding in top 10

Funds holding in top 10: 3239 (+7)

22% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 325

3.19% more ownership

Funds ownership: 57.08%60.27% (+3.2%)

13% less call options, than puts

Call options by funds: $8.43B | Put options by funds: $9.72B

Holders
1,140
Holders Change
+237
Holders Change %
+26.25%
% of All Funds
19.96%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.68%
New
322
Increased
395
Reduced
325
Closed
74
Calls
$8.43B
Puts
$9.72B
Net Calls
-$1.3B
Net Calls Change
-$577M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$16.2B -$1.35B -3,665,859 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.5B +$2.58B +6,986,507 +35%
BlackRock
3
BlackRock
New York
$10.3B +$2.76B +7,491,435 +39%
FP
4
Flagship Pioneering
Massachusetts
$6.77B -$1.11B -3,000,000 -15%
State Street
5
State Street
Massachusetts
$5.37B +$2.45B +6,632,005 +91%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.83B +$53.7M +145,714 +2%
Coatue Management
7
Coatue Management
New York
$2.33B -$33.9M -91,978 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.21B +$887M +2,404,103 +72%
Morgan Stanley
9
Morgan Stanley
New York
$2.18B -$649M -1,760,110 -24%
TP
10
Theleme Partners
United Kingdom
$1.52B -$780M -2,114,982 -35%
Northern Trust
11
Northern Trust
Illinois
$1.33B +$557M +1,510,266 +77%
LPC
12
Lone Pine Capital
Connecticut
$1.28B -$249M -674,698 -17%
Norges Bank
13
Norges Bank
Norway
$1.19B -$16.8M -45,480 -1%
BPC
14
Banque Pictet & Cie
Switzerland
$1.16B -$5.07M -13,760 -0.5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.05B +$487M +1,319,143 +94%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$938M +$79.5M +215,515 +10%
Legal & General Group
17
Legal & General Group
United Kingdom
$825M +$97.6M +264,633 +14%
Renaissance Technologies
18
Renaissance Technologies
New York
$770M -$438M -1,188,711 -37%
Capital World Investors
19
Capital World Investors
California
$765M +$5.16K +14 +0%
BG
20
Bellevue Group
Switzerland
$665M -$301M -814,951 -32%
Goldman Sachs
21
Goldman Sachs
New York
$610M +$45.2M +122,665 +8%
Charles Schwab
22
Charles Schwab
California
$592M +$269M +730,049 +90%
Swiss National Bank
23
Swiss National Bank
Switzerland
$519M +$21.6M +58,600 +5%
UBS AM
24
UBS AM
Illinois
$504M +$41.2M +111,826 +9%
JP Morgan Chase
25
JP Morgan Chase
New York
$492M -$77.5M -210,229 -14%

MRNA Hedge Fund Activity: Q3 2021 in Review

1,140 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q3 2021, worth a combined $93.5B — up 74% from $53.9B a quarter earlier.

Buyers outnumbered sellers: 322 funds opened new MRNA positions and 74 closed out — a net gain of 248 holders — while 395 added to existing stakes and 325 trimmed.

The largest buyer was BlackRock, adding an estimated $2.76B. The largest seller was Baillie Gifford & Co, cutting an estimated $1.35B.

  • 1,140 institutional investors held Moderna (MRNA) as of Q3 2021, up from 903 in Q2 2021.
  • Funds reported $93.5B of Moderna stock for Q3 2021, up 74% quarter-over-quarter.
  • 322 funds opened new Moderna positions in Q3 2021 and 74 closed out, a net change of +248 holders.
  • The largest Moderna buyer in Q3 2021 was BlackRock, an estimated $2.76B added.
  • The largest Moderna seller in Q3 2021 was Baillie Gifford & Co, an estimated $1.35B sold.

Based on aggregated 13F filings for Q3 2021.