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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
PPA
751
Painted Porch Advisors
California
$802
PS
752
PayPay Securities
Japan
$735 -$3.58K -39 -78%
PP
753
PFS Partners
New Jersey
$728 -$1.93K -21 -66%
TWD
754
True Wealth Design
Ohio
$669 +$92 +1 +11%
FFA
755
Fairfield Financial Advisors
Massachusetts
$668 -$3.21K -35 -78%
CT
756
Clearstead Trust
Maine
$668
FDCP
757
Foster Dykema Cabot & Partners
Massachusetts
$668
PMFA
758
Plante Moran Financial Advisors
Michigan
$668
GCS
759
Gordian Capital (Singapore)
Singapore
$601
AWM
760
Atticus Wealth Management
Florida
$535 -$2.2K -24 -75%
WPA
761
West Paces Advisors
Georgia
$535 -$92 -1 -11%
JGIA
762
Jackson Grant Investment Advisers
Connecticut
$535
LI
763
LRI Investments
Florida
$477 -$36.7K -400 -97%
CFO
764
CVA Family Office
Colorado
$468 -$49K -534 -99%
BGAI
765
Bruce G. Allen Investments
Colorado
$468 -$3.4K -37 -84%
WWP
766
WR Wealth Planners
Missouri
$468 -$826 -9 -56%
WAS
767
Winch Advisory Services
Wisconsin
$468
CPG
768
Cornerstone Planning Group
New Jersey
$442 -$918 -10 -56%
SFCL
769
Strengthening Families & Communities LLC
Massachusetts
$401
CAM
770
ClariVest Asset Management
California
$364
VAMG
771
Voisard Asset Management Group
Michigan
$335 +$459 +5 New
CPA
772
Clear Point Advisors
New York
$334
CAC
773
Core Alternative Capital
Georgia
$334
WTC
774
WhitTier Trust Company
Nevada
$333
TCM
775
TruNorth Capital Management
Michigan
$267

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.