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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
TWC
501
TD Waterhouse Canada
Ontario, Canada
$197K -$277K -3,022 -50%
LS
502
Livforsakringsbolaget Skandia
Sweden
$185K +$187K +2,039 +278%
AWM
503
Avior Wealth Management
Nebraska
$177K -$18K -196 -7%
HIA
504
Harbor Investment Advisory
Maryland
$177K -$322K -3,505 -57%
ECM
505
EMC Capital Management
Texas
$176K -$63.9K -696 -70%
GRP
506
Global Retirement Partners
California
$175K -$155K -1,684 -39%
IRC
507
Investors Research Corp
Georgia
$169K
GI
508
GAMMA Investing
California
$161K -$178K -1,935 -45%
VEA
509
Virtus ETF Advisers
New York
$152K
Federated Hermes
510
Federated Hermes
Pennsylvania
$150K +$27.3K +297 +15%
QT
511
Quantbot Technologies
New York
$150K +$206K +2,241 New
EP
512
Elkhorn Partners
Nebraska
$147K +$202K +2,200 New
GWM
513
Geneos Wealth Management
Colorado
$140K +$70.7K +770 +58%
QCG
514
Quadrant Capital Group
Ohio
$122K -$138K -1,508 -45%
CA
515
Cornerstone Advisors
North Carolina
$120K +$73.4K +800 +80%
JEST
516
JTC Employer Solutions Trustee
Jersey
$120K
TLCM
517
Twin Lakes Capital Management
California
$118K
PS
518
Principal Securities
Iowa
$118K -$21.2K -231 -12%
NA
519
NewEdge Advisors
Louisiana
$109K -$563K -6,137 -79%
BLC
520
Brown, Lisle/Cummings
Rhode Island
$109K +$9.18K +100 +7%
AF
521
Allworth Financial
California
$108K -$19.6K -213 -12%
RMC
522
Resources Management Corp
Connecticut
$108K +$14.7K +160 +11%
FCAS
523
First Command Advisory Services
Texas
$107K
WSCM
524
Wellington Shields Capital Management
New York
$107K
SIM
525
Sentry Investment Management
Wisconsin
$106K

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.