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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
MSFP
626
Mark Sheptoff Financial Planning
Connecticut
$14K +$18.4K +200 +2,000%
SIC
627
Salem Investment Counselors
North Carolina
$14K +$367 +4 +2%
QC
628
Quent Capital
New York
$13.8K -$16.5K -180 -47%
AWM
629
AllSquare Wealth Management
New York
$13.4K
HWA
630
HHM Wealth Advisors
Tennessee
$13.4K
LWANC
631
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.4K
MRCM
632
M&R Capital Management
New Jersey
$13.4K
OPTFSNA
633
Old Point Trust & Financial Services N A
Virginia
$13.4K
W
634
WealthCollab
Washington
$13.4K
AS
635
AM Squared
Hong Kong
$13.4K +$18.4K +200 New
CT
636
Coastline Trust
Rhode Island
$13.4K +$18.4K +200 New
WSFS
637
Wilmington Savings Fund Society
Delaware
$13.3K +$18.3K +199 New
PP
638
Pacifica Partners
Canada
$12K
CAL
639
Capital Analysts LLC
Pennsylvania
$12K
C
640
Covestor
United Kingdom
$11K +$184 +2 +1%
HPC
641
HM Payson & Co
Maine
$10.4K +$459 +5 +3%
BCWM
642
Bartlett & Co Wealth Management
Ohio
$10.4K -$6.89K -75 -33%
AA
643
Ancora Advisors
Ohio
$10.1K -$8.08K -88 -37%
CSWM
644
Cassady Schiller Wealth Management
Ohio
$10K -$1.47K -16 -10%
RA
645
Ransom Advisory
Rhode Island
$10K
ME
646
McIlrath & Eck
Washington
$10K +$4.59K +50 +50%
GKIM
647
GW&K Investment Management
Massachusetts
$10K -$1.28K -14 -9%
HFS
648
Hantz Financial Services
Michigan
$10K +$184 +2 +1%
LWCFA
649
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.24K -$28.9K -315 -64%
CT
650
Caldwell Trust
Florida
$9.16K

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.