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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
WA
776
WestEnd Advisors
North Carolina
$267
FCA
777
FinTrust Capital Advisors
South Carolina
$201 -$6.7K -73 -96%
TIM
778
Thompson Investment Management
Wisconsin
$134
VF
779
VitalStone Financial
Texas
$134
CB
780
CNB Bank
Pennsylvania
$134 +$184 +2 New
MFG
781
Mendota Financial Group
Wisconsin
$67 -$826 -9 -90%
DFA
782
DHJJ Financial Advisors
Illinois
$67
LG
783
LAM Group
Oregon
$67
PCMC
784
Planning Capital Management Corporation
Pennsylvania
$67
HCM
785
Hollencrest Capital Management
California
$67 +$92 +1 New
SC
786
SouthState Corp
Florida
$13 -$2.02K -22 Closed
CMP
787
Coston McIsaac & Partners
Maine
$7 -$1.84K -20 -14%
DWM
788
Dogwood Wealth Management
Kansas
$3
RDFA
789
Ritter Daniher Financial Advisory
Ohio
$2
Capital World Investors
790
Capital World Investors
California
-$435M -3,667,171 Closed
TAM
791
Telemark Asset Management
Massachusetts
-$29.7M -250,000 Closed
TC
792
TwinBeech Capital
New York
-$29.3M -246,518 Closed
MCCP
793
Mission Creek Capital Partners
California
-$10.9M -92,017 Closed
TI
794
Trexquant Investment
Connecticut
-$10.6M -89,181 Closed
Capital International Investors
795
Capital International Investors
California
-$9.28M -78,116 Closed
VF
796
Virtu Financial
New York
-$8.75M -73,663 Closed
GAM
797
Gotham Asset Management
New York
-$8M -67,402 Closed
Walleye Trading
798
Walleye Trading
New York
-$5.55M -60,433 Closed
HF
799
HRT Financial
New York
-$4.99M -54,376 Closed
LIM
800
Lancaster Investment Management
United Kingdom
-$5.52M -46,500 Closed

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.