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Moderna

1,109 hedge funds and large institutions have $62B invested in Moderna in 2021 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 403 increasing their positions, 379 reducing their positions, and 233 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 379

0.58% more ownership

Funds ownership: 60.27%60.85% (+0.58%)

5% less first-time investments, than exits

New positions opened: 221 | Existing positions closed: 233

3% less funds holding

Funds holding: 1,1401,109 (-31)

25% less call options, than puts

Call options by funds: $5.69B | Put options by funds: $7.59B

34% less capital invested

Capital invested by funds: $93.5B → $62B (-$31.5B)

44% less funds holding in top 10

Funds holding in top 10: 3922 (-17)

Holders
1,109
Holders Change
-31
Holders Change %
-2.72%
% of All Funds
17.07%
Holding in Top 10
22
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-43.59%
% of All Funds
0.34%
New
221
Increased
403
Reduced
379
Closed
233
Calls
$5.69B
Puts
$7.59B
Net Calls
-$1.9B
Net Calls Change
-$599M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$11.6B +$1.04B +3,554,725 +8%
BlackRock
2
BlackRock
New York
$7.03B +$228M +779,313 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.97B +$71.7M +245,159 +0.9%
FP
4
Flagship Pioneering
Massachusetts
$4.47B
State Street
5
State Street
Massachusetts
$3.77B +$265M +905,789 +6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.53B +$79.7M +272,502 +5%
TP
7
Theleme Partners
United Kingdom
$1.28B +$311M +1,065,100 +27%
Morgan Stanley
8
Morgan Stanley
New York
$1.23B -$240M -820,531 -14%
Coatue Management
9
Coatue Management
New York
$1.09B -$515M -1,761,923 -29%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.07B -$924M -3,161,000 -43%
Northern Trust
11
Northern Trust
Illinois
$885M +$6.89M +23,555 +0.7%
Barclays
12
Barclays
United Kingdom
$839M +$599M +2,047,118 +163%
Norges Bank
13
Norges Bank
Norway
$773M -$13.4M -45,668 -1%
BPC
14
Banque Pictet & Cie
Switzerland
$758M -$5.71M -19,530 -0.7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$691M +$687K +2,350 +0.1%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$618M -$1.84M -6,282 -0.3%
Legal & General Group
17
Legal & General Group
United Kingdom
$562M +$20.5M +70,143 +3%
Capital World Investors
18
Capital World Investors
California
$505M -$182K -622 -0%
Renaissance Technologies
19
Renaissance Technologies
New York
$466M -$48.5M -166,021 -8%
Invesco
20
Invesco
Georgia
$446M +$267M +914,343 +109%
BG
21
Bellevue Group
Switzerland
$434M -$5.29M -18,100 -1%
Charles Schwab
22
Charles Schwab
California
$400M +$10.4M +35,670 +2%
Allianz Asset Management
23
Allianz Asset Management
Germany
$388M +$153M +521,834 +52%
UBS AM
24
UBS AM
Illinois
$347M +$16.3M +55,735 +4%
Jane Street
25
Jane Street
New York
$340M +$257M +879,448 +191%

MRNA Hedge Fund Activity: Q4 2021 in Review

1,109 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q4 2021, worth a combined $62B — down 34% from $93.5B a quarter earlier.

Sellers outnumbered buyers: 233 funds closed out of MRNA and 221 opened new positions — a net loss of 12 holders — while 379 trimmed existing stakes and 403 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $1.04B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $1.28B sold.

  • 1,109 institutional investors held Moderna (MRNA) as of Q4 2021, down from 1,140 in Q3 2021.
  • Funds reported $62B of Moderna stock for Q4 2021, down 34% quarter-over-quarter.
  • 221 funds opened new Moderna positions in Q4 2021 and 233 closed out, a net change of -12 holders.
  • The largest Moderna buyer in Q4 2021 was Baillie Gifford & Co, an estimated $1.04B added.
  • The largest Moderna seller in Q4 2021 was Lone Pine Capital, an estimated $1.28B sold.

Based on aggregated 13F filings for Q4 2021.