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Moderna

1,071 hedge funds and large institutions have $44.5B invested in Moderna in 2022 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 301 increasing their positions, 365 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 247 | Existing positions closed: 72

74% more funds holding in top 10

Funds holding in top 10: 1933 (+14)

53% more capital invested

Capital invested by funds: $29.1B → $44.5B (+$15.4B)

17% more funds holding

Funds holding: 9151,071 (+156)

1.49% more ownership

Funds ownership: 63.19%64.69% (+1.5%)

10% more call options, than puts

Call options by funds: $3.7B | Put options by funds: $3.37B

18% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 365

Holders
1,071
Holders Change
+156
Holders Change %
+17.05%
% of All Funds
17.22%
Holding in Top 10
33
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+73.68%
% of All Funds
0.53%
New
247
Increased
301
Reduced
365
Closed
72
Calls
$3.7B
Puts
$3.37B
Net Calls
+$333M
Net Calls Change
-$2.63B
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$8.04B -$80.7M -493,277 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.9B -$26.2M -159,985 -0.6%
BlackRock
3
BlackRock
New York
$4.69B +$117M +713,652 +3%
State Street
4
State Street
Massachusetts
$2.57B -$33.6M -205,649 -1%
FP
5
Flagship Pioneering
Massachusetts
$2.31B
Coatue Management
6
Coatue Management
New York
$1.15B +$112M +687,061 +12%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.11B -$13.1M -80,119 -1%
TP
8
Theleme Partners
United Kingdom
$1.05B -$23.8M -145,548 -2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$768M -$71M -434,137 -9%
Morgan Stanley
10
Morgan Stanley
New York
$752M +$110M +670,284 +19%
Capital World Investors
11
Capital World Investors
California
$701M +$327M +2,002,125 +105%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$664M +$253M +1,549,061 +72%
Norges Bank
13
Norges Bank
Norway
$628M +$3.21M +19,602 +0.6%
Northern Trust
14
Northern Trust
Illinois
$587M +$7.32M +44,752 +1%
BPC
15
Banque Pictet & Cie
Switzerland
$553M +$9.36M +57,256 +2%
Goldman Sachs
16
Goldman Sachs
New York
$495M +$244M +1,490,684 +118%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$490M -$607M -3,714,406 -58%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$471M -$7.56M -46,209 -2%
Legal & General Group
19
Legal & General Group
United Kingdom
$423M -$15.1M -92,509 -4%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$399M -$13.6M -83,140 -4%
Mawer Investment Management
21
Mawer Investment Management
Alberta, Canada
$341M +$14M +85,738 +5%
AWA
22
Arete Wealth Advisors
Illinois
$331M +$20.4K +125 +7%
Deutsche Bank
23
Deutsche Bank
Germany
$329M -$71.9M -439,435 -19%
Charles Schwab
24
Charles Schwab
California
$316M +$1.44M +8,824 +0.5%
Invesco
25
Invesco
Georgia
$313M +$2.47M +15,134 +0.9%

MRNA Hedge Fund Activity: Q4 2022 in Review

1,071 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q4 2022, worth a combined $44.5B — up 53% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 247 funds opened new MRNA positions and 72 closed out — a net gain of 175 holders — while 301 added to existing stakes and 365 trimmed.

The largest buyer was Capital World Investors, adding an estimated $327M. The largest seller was T. Rowe Price Associates, cutting an estimated $607M.

  • 1,071 institutional investors held Moderna (MRNA) as of Q4 2022, up from 915 in Q3 2022.
  • Funds reported $44.5B of Moderna stock for Q4 2022, up 53% quarter-over-quarter.
  • 247 funds opened new Moderna positions in Q4 2022 and 72 closed out, a net change of +175 holders.
  • The largest Moderna buyer in Q4 2022 was Capital World Investors, an estimated $327M added.
  • The largest Moderna seller in Q4 2022 was T. Rowe Price Associates, an estimated $607M sold.

Based on aggregated 13F filings for Q4 2022.