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Moderna

1,006 hedge funds and large institutions have $42.7B invested in Moderna in 2022 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 402 increasing their positions, 328 reducing their positions, and 221 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $6.99B | Put options by funds: $3.71B

23% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 328

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0.88% more ownership

Funds ownership: 60.85%61.73% (+0.88%)

9% less funds holding

Funds holding: 1,1091,006 (-103)

31% less capital invested

Capital invested by funds: $62B → $42.7B (-$19.3B)

40% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 221

Holders
1,006
Holders Change
-103
Holders Change %
-9.29%
% of All Funds
15.87%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
132
Increased
402
Reduced
328
Closed
221
Calls
$6.99B
Puts
$3.71B
Net Calls
+$3.28B
Net Calls Change
+$5.18B
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$7.86B -$24.1M -142,853 -0.3%
BlackRock
2
BlackRock
New York
$4.94B +$170M +1,010,462 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.66B -$65.4M -388,378 -1%
FP
4
Flagship Pioneering
Massachusetts
$3.03B
State Street
5
State Street
Massachusetts
$2.56B -$2.73M -16,240 -0.1%
Coatue Management
6
Coatue Management
New York
$1.19B +$445M +2,641,144 +62%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.11B +$68M +403,891 +7%
TP
8
Theleme Partners
United Kingdom
$1.09B +$221M +1,314,766 +26%
Renaissance Technologies
9
Renaissance Technologies
New York
$658M +$334M +1,984,458 +108%
Northern Trust
10
Northern Trust
Illinois
$603M +$3.44M +20,416 +0.6%
Norges Bank
11
Norges Bank
Norway
$524M -$382K -2,269 -0.1%
BPC
12
Banque Pictet & Cie
Switzerland
$517M +$2.63M +15,604 +0.5%
Morgan Stanley
13
Morgan Stanley
New York
$501M -$325M -1,930,052 -40%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$456M -$12M -71,251 -3%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$417M -$2.25M -13,367 -0.5%
Legal & General Group
16
Legal & General Group
United Kingdom
$409M +$26.7M +158,518 +7%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$406M +$29.9M +177,647 +8%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$387M -$329M -1,953,071 -47%
Invesco
19
Invesco
Georgia
$367M +$62.5M +371,311 +21%
Capital World Investors
20
Capital World Investors
California
$325M -$17.4M -103,594 -5%
Deutsche Bank
21
Deutsche Bank
Germany
$311M +$147M +875,012 +94%
BG
22
Bellevue Group
Switzerland
$282M -$11.8M -69,900 -4%
Charles Schwab
23
Charles Schwab
California
$280M +$8.43M +50,051 +3%
Goldman Sachs
24
Goldman Sachs
New York
$278M +$52.8M +313,877 +24%
Swiss National Bank
25
Swiss National Bank
Switzerland
$257M +$31.8M +188,600 +14%

MRNA Hedge Fund Activity: Q1 2022 in Review

1,006 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q1 2022, worth a combined $42.7B — down 31% from $62B a quarter earlier.

Sellers outnumbered buyers: 221 funds closed out of MRNA and 132 opened new positions — a net loss of 89 holders — while 328 trimmed existing stakes and 402 added.

The largest buyer was Coatue Management, adding an estimated $445M. The largest seller was Barclays, cutting an estimated $335M.

  • 1,006 institutional investors held Moderna (MRNA) as of Q1 2022, down from 1,109 in Q4 2021.
  • Funds reported $42.7B of Moderna stock for Q1 2022, down 31% quarter-over-quarter.
  • 132 funds opened new Moderna positions in Q1 2022 and 221 closed out, a net change of -89 holders.
  • The largest Moderna buyer in Q1 2022 was Coatue Management, an estimated $445M added.
  • The largest Moderna seller in Q1 2022 was Barclays, an estimated $335M sold.

Based on aggregated 13F filings for Q1 2022.