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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
RWMG
476
Redwood Wealth Management Group
New Jersey
$235K +$15.6K +170 +5%
GT
477
Greenleaf Trust
Michigan
$234K -$174K -1,894 -35%
WAM
478
Warberg Asset Management
Illinois
$234K +$321K +3,500 New
AA
479
Advisory Alpha
Michigan
$227K -$23.6K -257 -7%
FRM
480
Fox Run Management
Connecticut
$227K +$311K +3,390 New
CI
481
Cigna Investments
Connecticut
$225K
PA
482
Parallel Advisors
California
$224K -$82.8K -902 -21%
SI
483
Stephens Inc
Arkansas
$223K +$22.5K +245 +8%
PCP
484
Proficio Capital Partners
Massachusetts
$218K -$61.2K -667 -17%
NP
485
NorthRock Partners
Minnesota
$214K -$105K -1,148 -26%
WIA
486
Wetzel Investment Advisors
Indiana
$213K -$27.5K -300 -9%
CFG
487
Carr Financial Group
Massachusetts
$211K -$106K -1,153 -27%
KA
488
Kintegral Advisory
New York
$210K -$3.76K -41 -1%
CHP
489
Cable Hill Partners
Oregon
$208K +$12K +131 +4%
HIMC
490
Heritage Investors Management Corp
Maryland
$207K -$10.6K -115 -4%
PFS
491
Prospera Financial Services
Texas
$206K -$1.26M -13,673 -82%
S
492
SignatureFD
Georgia
$206K -$331K -3,605 -54%
CC
493
Cadinha & Co
Hawaii
$205K -$7.26M -79,121 -96%
HWAM
494
Hennion & Walsh Asset Management
New Jersey
$204K -$5.14K -56 -2%
MOS
495
MGO One Seven
Ohio
$204K -$30.1K -328 -10%
DFCM
496
Dark Forest Capital Management
Puerto Rico
$204K +$280K +3,047 New
VFA
497
Valeo Financial Advisors
Indiana
$201K -$4.87K -53 -2%
AQR Capital Management
498
AQR Capital Management
Connecticut
$201K -$190K -2,073 -41%
FCMC
499
Founders Capital Management (Connecticut)
Connecticut
$200K
SW
500
SteelPeak Wealth
California
$198K +$18.7K +204 +7%

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.