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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
TPCW
601
TD Private Client Wealth
New York
$22.7K -$20.2K -220 -39%
JPWM
602
Jamison Private Wealth Management
Georgia
$22.3K -$3.67K -40 -11%
HCP
603
Hexagon Capital Partners
Arkansas
$22.1K +$1.84K +20 +6%
RA
604
Rise Advisors
New York
$21.7K
CTB
605
Country Trust Bank
Illinois
$21.3K
BTC
606
Bank & Trust Company
Illinois
$20.4K
CT
607
Colonial Trust
South Carolina
$20.4K +$551 +6 +2%
CCA
608
Catalyst Capital Advisors
New York
$20.1K -$6.33K -69 -19%
JIP
609
Jaffetilchin Investment Partners
Florida
$20K +$27.5K +300 New
AT
610
Arlington Trust
Alabama
$19.4K
CWM
611
Cedar Wealth Management
California
$19.4K
EWA
612
EverSource Wealth Advisors
Alabama
$19.3K -$39K -425 -60%
PTC
613
Private Trust Company
Ohio
$18.6K -$2.48K -27 -9%
FHA
614
First Horizon Advisors
Tennessee
$18.2K -$4.04K -44 -14%
FPF
615
First Pacific Financial
Washington
$17.8K
SWA
616
SOA Wealth Advisors
New York
$17.8K
WB
617
Webster Bank
Connecticut
$17.8K
ATS
618
Ashton Thomas Securities
New York
$15.7K +$21.6K +235 New
VWM
619
Venturi Wealth Management
Texas
$15.5K -$2.85K -31 -12%
AssetMark Inc
620
AssetMark Inc
California
$15.4K -$4.22M -45,938 -99%
FP
621
Financial Perspectives
Minnesota
$15.4K
TF
622
Tompkins Financial
New York
$15.2K +$19.9K +217 +2,170%
FFA
623
Frazier Financial Advisors
Ohio
$14.9K
GFPC
624
Global Financial Private Client
Florida
$14.9K
FMII
625
Farmers & Merchants Investments Inc
Nebraska
$14K

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.