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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
ECU
826
Eisler Capital (US)
New York
-$752K -8,187 Closed
Los Angeles Capital Management
827
Los Angeles Capital Management
California
-$904K -7,614 Closed
Acadian Asset Management
828
Acadian Asset Management
Massachusetts
-$900K -7,585 Closed
IFG
829
Independent Financial Group
California
-$879K -7,404 Closed
SL
830
Stevard LLC
Illinois
-$873K -7,350 Closed
FTDI
831
First Trust Direct Indexing
Massachusetts
-$825K -6,945 Closed
JSSH
832
J. Safra Sarasin Holding
-$808K -6,805 Closed
AIP
833
Almanack Investment Partners
Pennsylvania
-$755K -6,361 Closed
DTL
834
Dynamic Technology Lab
Singapore
-$708K -5,958 Closed
AAS
835
Avantax Advisory Services
Texas
-$700K -5,894 Closed
ADIM
836
Alpha DNA Investment Management
Maryland
-$665K -5,601 Closed
FF
837
Friedenthal Financial
New Jersey
-$645K -5,430 Closed
TM
838
Triatomic Management
California
-$623K -5,250 Closed
AFC
839
AFT Forsyth & Company
Florida
-$613K -5,158 Closed
CG
840
Caprock Group
Idaho
-$608K -5,122 Closed
LNWWM
841
Laird Norton Wetherby Wealth Management
California
-$602K -5,073 Closed
PRC
842
Pearl River Capital
Michigan
-$594K -5,006 Closed
ZIG
843
Zuckerman Investment Group
Illinois
-$594K -5,000 Closed
SW
844
Simplicity Wealth
New Jersey
-$575K -4,838 Closed
HWM
845
HB Wealth Management
Georgia
-$573K -4,824 Closed
MPPLM
846
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$567K -4,776 Closed
AFG
847
Atomi Financial Group
New York
-$556K -4,684 Closed
MCM
848
MAI Capital Management
Ohio
-$549K -4,622 Closed
BP
849
Ballentine Partners
Massachusetts
-$542K -4,564 Closed
CI
850
CX Institutional
Indiana
-$527K -4,437 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.