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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
FFM
951
Forum Financial Management
Illinois
-$217K -1,829 Closed
MIF
952
Mediolanum International Funds
Ireland
-$207K -1,826 Closed
PWPS
953
Pinnacle Wealth Planning Services
Ohio
-$217K -1,825 Closed
SQA
954
Simon Quick Advisors
New Jersey
-$216K -1,820 Closed
FBB
955
Fulton Breakefield Broenniman
Maryland
-$215K -1,810 Closed
ICP
956
Interchange Capital Partners
Pennsylvania
-$212K -1,787 Closed
ACA
957
Aptus Capital Advisors
Alabama
-$211K -1,779 Closed
WWM
958
Western Wealth Management
Colorado
-$211K -1,774 Closed
GLA
959
Great Lakes Advisors
Illinois
-$210K -1,767 Closed
PCM
960
Parsons Capital Management
Rhode Island
-$209K -1,760 Closed
PCG
961
Prosperity Consulting Group
Maryland
-$208K -1,748 Closed
EWM
962
Empirical Wealth Management
Washington
-$207K -1,745 Closed
EA
963
Emerald Advisers
Pennsylvania
-$206K -1,736 Closed
LCGC
964
Legacy Capital Group California
California
-$204K -1,719 Closed
TIA
965
Trust Investment Advisors
Indiana
-$204K -1,718 Closed
CIM
966
CIM Investment Management
Pennsylvania
-$203K -1,707 Closed
WAP
967
Wealthcare Advisory Partners
Pennsylvania
-$202K -1,700 Closed
CH
968
Cromwell Holdings
Wyoming
-$121K -1,021 Closed
CM
969
Capula Management
Cayman Islands
-$97K -817 Closed
LIA
970
Lynx Investment Advisory
District of Columbia
-$95K -800 Closed
TSWM
971
Tyler-Stone Wealth Management
Ohio
-$51.1K -430 Closed
PIM
972
Plato Investment Management
Australia
-$49K -413 Closed
HMS
973
Hanseatic Management Services
New Mexico
-$47.5K -400 Closed
KFS
974
Kelly Financial Services
Massachusetts
-$40.9K -344 Closed
TFF
975
The Family Firm
Maryland
-$32.9K -277 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.