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Moderna

981 hedge funds and large institutions have $34.4B invested in Moderna in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 349 increasing their positions, 355 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $5.07B | Put options by funds: $2.32B

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

0.24% less ownership

Funds ownership: 61.73%61.49% (-0.24%)

2% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 355

2% less funds holding

Funds holding: 1,006981 (-25)

10% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 110

20% less capital invested

Capital invested by funds: $42.7B → $34.4B (-$8.35B)

Holders
981
Holders Change
-25
Holders Change %
-2.49%
% of All Funds
16.53%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.4%
New
99
Increased
349
Reduced
355
Closed
110
Calls
$5.07B
Puts
$2.32B
Net Calls
+$2.75B
Net Calls Change
-$535M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$6.51B -$9.92M -69,435 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.95B +$87.2M +610,265 +2%
BlackRock
3
BlackRock
New York
$3.75B -$351M -2,454,553 -9%
State Street
4
State Street
Massachusetts
$2.11B -$11.5M -80,550 -0.5%
FP
5
Flagship Pioneering
Massachusetts
$1.84B -$671M -4,694,273 -27%
TP
6
Theleme Partners
United Kingdom
$908M +$2.5M +17,466 +0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$904M -$14.1M -98,663 -2%
Coatue Management
8
Coatue Management
New York
$815M -$175M -1,221,816 -18%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$624M +$581M +4,067,828 +1,340%
Morgan Stanley
10
Morgan Stanley
New York
$497M +$81.6M +570,718 +20%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$485M +$139M +973,933 +40%
Norges Bank
12
Norges Bank
Norway
$481M +$46.7M +327,009 +11%
Northern Trust
13
Northern Trust
Illinois
$478M -$22.3M -155,737 -4%
Goldman Sachs
14
Goldman Sachs
New York
$396M +$165M +1,156,961 +72%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$392M +$13.3M +93,359 +4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$387M +$65.7M +459,992 +20%
Legal & General Group
17
Legal & General Group
United Kingdom
$367M +$28.1M +196,408 +8%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$335M -$1.74M -12,191 -0.5%
Renaissance Technologies
19
Renaissance Technologies
New York
$312M -$234M -1,634,039 -43%
Deutsche Bank
20
Deutsche Bank
Germany
$288M +$30.4M +212,432 +12%
Capital World Investors
21
Capital World Investors
California
$271M +$1.36M +9,504 +0.5%
Invesco
22
Invesco
Georgia
$261M -$42.6M -298,031 -14%
Charles Schwab
23
Charles Schwab
California
$234M +$1.72M +12,025 +0.7%
BG
24
Bellevue Group
Switzerland
$225M -$8.86M -61,998 -4%
Swiss National Bank
25
Swiss National Bank
Switzerland
$212M -$1.03M -7,200 -0.5%

MRNA Hedge Fund Activity: Q2 2022 in Review

981 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q2 2022, worth a combined $34.4B — down 20% from $42.7B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of MRNA and 99 opened new positions — a net loss of 11 holders — while 355 trimmed existing stakes and 349 added.

The largest buyer was Wellington Management Group, adding an estimated $581M. The largest seller was Flagship Pioneering, cutting an estimated $671M.

  • 981 institutional investors held Moderna (MRNA) as of Q2 2022, down from 1,006 in Q1 2022.
  • Funds reported $34.4B of Moderna stock for Q2 2022, down 20% quarter-over-quarter.
  • 99 funds opened new Moderna positions in Q2 2022 and 110 closed out, a net change of -11 holders.
  • The largest Moderna buyer in Q2 2022 was Wellington Management Group, an estimated $581M added.
  • The largest Moderna seller in Q2 2022 was Flagship Pioneering, an estimated $671M sold.

Based on aggregated 13F filings for Q2 2022.