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Moderna

788 hedge funds and large institutions have $17.4B invested in Moderna in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 258 increasing their positions, 324 reducing their positions, and 218 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 68.39%68.01% (-0.38%)

17% less funds holding

Funds holding: 954788 (-166)

20% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 324

36% less call options, than puts

Call options by funds: $926M | Put options by funds: $1.46B

44% less capital invested

Capital invested by funds: $31.1B → $17.4B (-$13.7B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

72% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 218

Holders
788
Holders Change
-166
Holders Change %
-17.4%
% of All Funds
11.32%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.1%
New
61
Increased
258
Reduced
324
Closed
218
Calls
$926M
Puts
$1.46B
Net Calls
-$530M
Net Calls Change
-$233M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
376
Vident Advisory
Georgia
$564K +$775K +8,438 New
Wealth Enhancement Advisory Services
377
Wealth Enhancement Advisory Services
Minnesota
$558K -$325K -3,541 -30%
CTC
378
Central Trust Company
Missouri
$553K -$14.6K -159 -2%
NIWA
379
New Insight Wealth Advisors
California
$547K -$4.96K -54 -0.7%
LD
380
Lipe & Dalton
New York
$544K -$156K -1,695 -17%
OSAM
381
O'Shaughnessy Asset Management
Connecticut
$544K -$916K -9,982 -51%
Brown Advisory
382
Brown Advisory
Maryland
$541K -$43.8K -477 -6%
DILIC
383
Dai-ichi Life Insurance Company
Japan
$513K
BPA
384
Beacon Pointe Advisors
California
$496K -$199K -2,167 -23%
SFA
385
Sequoia Financial Advisors
Ohio
$495K -$121K -1,316 -15%
CCC
386
Chelsea Counsel Company
California
$495K -$58.3K -635 -8%
AAMU
387
APG Asset Management US
New York
$493K -$1.85M -20,160 -72%
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$489K -$354K -3,858 -35%
WH
389
Willner & Heller
California
$488K +$670K +7,295 New
GVAG
390
Great Valley Advisor Group
Delaware
$485K -$8.72K -95 -1%
PIM
391
Profit Investment Management
Maryland
$471K -$66.6K -725 -9%
OF
392
Outfitter Financial
Maine
$466K -$22K -240 -3%
BAM
393
Belpointe Asset Management
Nevada
$463K +$447K +4,865 +236%
Jones Financial Companies
394
Jones Financial Companies
Missouri
$457K +$245K +2,666 +62%
CA
395
Claro Advisors
Massachusetts
$455K +$116K +1,265 +23%
WSC
396
Wellington Shields & Co
New York
$452K -$1.19K -13 -0.2%
AS
397
Altshuler Shaham
Israel
$441K +$303K +3,300 +100%
PCM
398
Perkins Capital Management
Minnesota
$426K -$91.8K -1,000 -14%
IWC
399
Integrated Wealth Concepts
Massachusetts
$422K +$83.9K +914 +17%
CF
400
Centaurus Financial
California
$421K -$3.21K -35 -0.6%

MRNA Hedge Fund Activity: Q3 2024 in Review

788 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q3 2024, worth a combined $17.4B — down 44% from $31.1B a quarter earlier.

Sellers outnumbered buyers: 218 funds closed out of MRNA and 61 opened new positions — a net loss of 157 holders — while 324 trimmed existing stakes and 258 added.

The largest buyer was State Street, adding an estimated $167M. The largest seller was Capital World Investors, exiting entirely with an estimated $435M sold.

  • 788 institutional investors held Moderna (MRNA) as of Q3 2024, down from 954 in Q2 2024.
  • Funds reported $17.4B of Moderna stock for Q3 2024, down 44% quarter-over-quarter.
  • 61 funds opened new Moderna positions in Q3 2024 and 218 closed out, a net change of -157 holders.
  • The largest Moderna buyer in Q3 2024 was State Street, an estimated $167M added.
  • The largest Moderna seller in Q3 2024 was Capital World Investors, an estimated $435M sold.

Based on aggregated 13F filings for Q3 2024.