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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
HI
451
Horizon Investments
North Carolina
$307K -$42.7K -465 -9%
CC
452
Centiva Capital
New York
$305K -$459 -5 -0.1%
A
453
AlphaQuest
New York
$305K +$296K +3,223 +240%
FFN
454
Focus Financial Network
Minnesota
$302K -$75.2K -819 -15%
NC
455
nVerses Capital
Florida
$301K +$413K +4,500 New
CAPTRUST Financial Advisors
456
CAPTRUST Financial Advisors
North Carolina
$293K -$372K -4,055 -48%
BEI
457
Benjamin Edwards Inc
Missouri
$292K +$399K +4,343 +14,010%
KPWS
458
Kestra Private Wealth Services
Texas
$288K -$3.31K -36 -0.8%
TIAA Trust, National Association
459
TIAA Trust, National Association
North Carolina
$286K -$5.05K -55 -1%
WS
460
Wedbush Securities
California
$282K -$1.56K -17 -0.4%
WBC
461
Westpac Banking Corp
Australia
$281K
LA
462
LPF Advisors
Florida
$280K +$28.7K +313 +8%
CIBC Private Wealth Group
463
CIBC Private Wealth Group
Georgia
$272K -$84.8K -924 -19%
SWP
464
Stratos Wealth Partners
Ohio
$263K +$26.7K +291 +8%
BFG
465
Bleakley Financial Group
New Jersey
$263K -$83.3K -907 -19%
LA
466
LBP AM
France
$260K +$357K +3,892 New
TAM
467
Trust Asset Management
Texas
$256K
KWA
468
Kingswood Wealth Advisors
California
$255K -$265K -2,883 -43%
AAIS
469
ABN AMRO Investment Solutions
$247K -$55.3K -602 -14%
BCI
470
Brinker Capital Investments
Pennsylvania
$245K +$132K +1,443 +65%
OPS
471
Orion Portfolio Solutions
Nebraska
$245K +$132K +1,443 +65%
LBWM
472
Left Brain Wealth Management
Illinois
$242K -$23.9K -260 -7%
BBA
473
Baader Bank Aktiengesellschaft
Germany
$242K -$33.6K -366 -9%
KeyBank National Association
474
KeyBank National Association
Ohio
$240K -$31.4K -342 -9%
CCM
475
Coldstream Capital Management
Washington
$236K -$68.4K -745 -17%

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.