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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
PWM
901
Perigon Wealth Management
California
-$305K -2,570 Closed
RIA
902
Regal Investment Advisors
Michigan
-$301K -2,537 Closed
PWP
903
Principle Wealth Partners
Connecticut
-$297K -2,501 Closed
SMH
904
Sanders Morris Harris
Texas
-$297K -2,500 Closed
AC
905
Avestar Capital
New York
-$296K -2,495 Closed
PCMC
906
Private Capital Management (Colorado)
Colorado
-$295K -2,488 Closed
AIM
907
Aigen Investment Management
New York
-$293K -2,470 Closed
SBIA
908
Sheaff Brock Investment Advisors
Indiana
-$293K -2,468 Closed
JJBC
909
James J. Burns & Company
New York
-$288K -2,425 Closed
CIA
910
Concurrent Investment Advisors
Florida
-$287K -2,413 Closed
VWA
911
Visionary Wealth Advisors
Illinois
-$286K -2,407 Closed
HA
912
Herold Advisors
New York
-$286K -2,405 Closed
PPWP
913
Premier Path Wealth Partners
New Jersey
-$283K -2,380 Closed
CGL
914
Clarius Group LLC
Washington
-$279K -2,347 Closed
SC
915
Savant Capital
Illinois
-$278K -2,338 Closed
AWM
916
Aberdeen Wealth Management
Illinois
-$275K -2,315 Closed
EFG
917
Everhart Financial Group
Ohio
-$274K -2,309 Closed
EI
918
Ellevest Inc
New York
-$272K -2,293 Closed
JWCA
919
J.W. Cole Advisors
Florida
-$269K -2,261 Closed
JWM
920
Jeppson Wealth Management
California
-$267K -2,248 Closed
PTC
921
Philadelphia Trust Company
Pennsylvania
-$259K -2,180 Closed
SB
922
Strategic Blueprint
Georgia
-$258K -2,175 Closed
MFG
923
Merit Financial Group
Georgia
-$256K -2,154 Closed
CI
924
Conning Inc
Connecticut
-$252K -2,121 Closed
GL
925
Graypoint LLC
New York
-$251K -2,114 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.