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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
KSB
726
Kennebec Savings Bank
Maine
$1.74K +$2.39K +26 New
AA
727
Addison Advisors
Vermont
$1.67K -$2.29K -25 -50%
PBK
728
Peoples Bank (Kansas)
Kansas
$1.67K
CIAS
729
CBIZ Investment Advisory Services
Ohio
$1.67K +$1.28K +14 +127%
PCFFS
730
Pacific Center for Financial Services
California
$1.61K
CFB
731
Cullen/Frost Bankers
Texas
$1.54K -$734 -8 -26%
GWP
732
Gen-Wealth Partners
Michigan
$1.37K
HGA
733
Hobbs Group Advisors
South Carolina
$1.36K -$220K -2,396 -99%
BL
734
BFSG LLC
California
$1.34K
BFPW
735
BOK Financial Private Wealth
Colorado
$1.34K
SIC
736
SJS Investment Consulting
Ohio
$1.34K +$92 +1 +5%
NIC
737
Northwest Investment Counselors
Oregon
$1.34K +$1.84K +20 New
DCM
738
Disciplina Capital Management
Tennessee
$1.27K -$13.4K -146 -88%
AF
739
Advisornet Financial
Minnesota
$1.21K -$5.33K -58 -76%
DPW
740
DiNuzzo Private Wealth
Pennsylvania
$1.2K -$275 -3 -14%
TFM
741
TFC Financial Management
Massachusetts
$1.07K -$918 -10 -38%
VWA
742
Valued Wealth Advisors
Utah
$1.07K +$459 +5 +45%
MA
743
MCF Advisors
Kentucky
$1K
ST
744
Smithfield Trust
Pennsylvania
$1K
FIA
745
FNY Investment Advisers
New York
$1K +$1.38K +15 New
FC
746
Fairscale Capital
New Hampshire
$936
TCA
747
Trifecta Capital Advisors
Illinois
$936
GI
748
GS Investments
Minnesota
$869
CWC
749
Carolinas Wealth Consulting
North Carolina
$802
IHWM
750
Iron Horse Wealth Management
Iowa
$802

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.