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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
CIS
851
Capital International Sarl
California
-$526K -4,431 Closed
CWM
852
Congress Wealth Management
Massachusetts
-$521K -4,384 Closed
HAG
853
HighPoint Advisor Group
Illinois
-$502K -4,223 Closed
GA
854
Gateway Advisory
New Jersey
-$501K -4,222 Closed
OMC
855
Old Mission Capital
Illinois
-$495K -4,165 Closed
FHA
856
Flagship Harbor Advisors
Massachusetts
-$488K -4,106 Closed
LSAG
857
Lake Street Advisors Group
New Hampshire
-$474K -3,991 Closed
AFT
858
Alpha Family Trust
California
-$474K -3,990 Closed
GIA
859
Gladstone Institutional Advisory
Florida
-$466K -3,926 Closed
LCM
860
Laurion Capital Management
New York
-$456K -3,840 Closed
TSW
861
Three Seasons Wealth
Utah
-$454K -3,821 Closed
PCIA
862
Prime Capital Investment Advisors
Kansas
-$429K -3,613 Closed
WG
863
Winton Group
United Kingdom
-$426K -3,584 Closed
SP
864
Symmetry Partners
Connecticut
-$413K -3,474 Closed
GT
865
Glenmede Trust
Pennsylvania
-$411K -3,463 Closed
BIAS
866
Beacon Investment Advisory Services
New Jersey
-$409K -3,447 Closed
MAS
867
Meeder Advisory Services
Ohio
-$409K -3,447 Closed
DWM
868
Dakota Wealth Management
Florida
-$386K -3,254 Closed
BFM
869
Boothbay Fund Management
New York
-$386K -3,250 Closed
PI
870
PFG Investments
New York
-$379K -3,193 Closed
FRA
871
Frank Rimerman Advisors
California
-$374K -3,152 Closed
BHCM
872
Brevan Howard Capital Management
Jersey
-$374K -3,146 Closed
WPC
873
Wedmont Private Capital
Pennsylvania
-$373K -3,075 Closed
RWP
874
RWA Wealth Partners
Massachusetts
-$363K -3,056 Closed
CPSC
875
Carl P. Sherr & Co
Massachusetts
-$361K -3,043 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.