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Moderna

1,016 hedge funds and large institutions have $38.4B invested in Moderna in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 334 increasing their positions, 391 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $2.24B | Put options by funds: $1.86B

1% more ownership

Funds ownership: 64.07%65.07% (+1%)

5% less funds holding

Funds holding: 1,0711,016 (-55)

13% less capital invested

Capital invested by funds: $44.2B → $38.4B (-$5.82B)

15% less repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 391

19% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 137

45% less funds holding in top 10

Funds holding in top 10: 3318 (-15)

Holders
1,016
Holders Change
-55
Holders Change %
-5.14%
% of All Funds
16.17%
Holding in Top 10
18
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-45.45%
% of All Funds
0.29%
New
111
Increased
334
Reduced
391
Closed
137
Calls
$2.24B
Puts
$1.86B
Net Calls
+$379M
Net Calls Change
+$22.1M

MRNA Hedge Fund Activity: Q1 2023 in Review

1,016 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q1 2023, worth a combined $38.4B — down 13% from $44.2B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of MRNA and 111 opened new positions — a net loss of 26 holders — while 391 trimmed existing stakes and 334 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $277M. The largest seller was Pacer Advisors, cutting an estimated $186M.

  • 1,016 institutional investors held Moderna (MRNA) as of Q1 2023, down from 1,071 in Q4 2022.
  • Funds reported $38.4B of Moderna stock for Q1 2023, down 13% quarter-over-quarter.
  • 111 funds opened new Moderna positions in Q1 2023 and 137 closed out, a net change of -26 holders.
  • The largest Moderna buyer in Q1 2023 was Baillie Gifford & Co, an estimated $277M added.
  • The largest Moderna seller in Q1 2023 was Pacer Advisors, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2023.