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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
CK
926
Cohen Klingenstein
New York
-$249K -2,100 Closed
IIC
927
Integrated Investment Consultants
Michigan
-$223K -2,095 Closed
ECM
928
Evergreen Capital Management
Washington
-$247K -2,080 Closed
Wolverine Trading
929
Wolverine Trading
Illinois
-$191K -2,080 Closed
SF
930
Synovus Financial
Georgia
-$246K -2,068 Closed
MWM
931
Mission Wealth Management
California
-$243K -2,045 Closed
Baird Financial Group
932
Baird Financial Group
Wisconsin
-$239K -2,016 Closed
DWP
933
Destiny Wealth Partners
Florida
-$238K -2,000 Closed
HA
934
Harbor Advisors
Florida
-$238K -2,000 Closed
JWM
935
Jupiter Wealth Management
Colorado
-$238K -2,000 Closed
MPAM
936
Murphy Pohlad Asset Management
Minnesota
-$238K -2,000 Closed
PWP
937
Perfromance Wealth Partners
Illinois
-$238K -2,000 Closed
CSPIA
938
Cary Street Partners Investment Advisory
Virginia
-$236K -1,990 Closed
AFP
939
Ausdal Financial Partners
Iowa
-$234K -1,967 Closed
ACM
940
Arlington Capital Management
Illinois
-$233K -1,958 Closed
CC
941
Chicago Capital
Illinois
-$232K -1,955 Closed
IAN
942
Integrated Advisors Network
Texas
-$231K -1,948 Closed
SPC
943
Sigma Planning Corp
Michigan
-$230K -1,939 Closed
FMLI
944
Fukoku Mutual Life Insurance
Japan
-$230K -1,933 Closed
LJAC
945
L.J. Altfest & Co
New York
-$225K -1,897 Closed
SAM
946
Silvercrest Asset Management
New York
-$223K -1,880 Closed
IFPG
947
Intrepid Financial Planning Group
Indiana
-$223K -1,875 Closed
BCG
948
Breakwater Capital Group
New Jersey
-$220K -1,855 Closed
TPI
949
Trust Point Inc
Wisconsin
-$220K -1,853 Closed
MMA
950
Miracle Mile Advisors
California
-$219K -1,846 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.