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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
HFM
976
Hartford Financial Management
Connecticut
-$29.7K -250 Closed
CAS
977
Coppell Advisory Solutions
Texas
-$28.7K -242 Closed
ATPW
978
Ashton Thomas Private Wealth
Arizona
-$26.2K -221 Closed
EC
979
EdgeRock Capital
Colorado
-$24K -202 Closed
RF
980
Robinswood Financial
Washington
-$23.8K -200 Closed
GGI
981
Godsey & Gibb Inc
Virginia
-$20.9K -176 Closed
RTC
982
Riverview Trust Company
Washington
-$20.5K -173 Closed
AEPWM
983
Atlantic Edge Private Wealth Management
Florida
-$15.4K -130 Closed
T
984
Tidemark
California
-$15.1K -127 Closed
DSC
985
Duncker Streett & Co
Missouri
-$11.3K -95 Closed
UWS
986
Unique Wealth Strategies
Illinois
-$9.27K -87 Closed
RFG
987
RFP Financial Group
Georgia
-$7.72K -65 Closed
SVCP
988
Silicon Valley Capital Partners
California
-$6.89K -58 Closed
GI
989
Gradient Investments
Minnesota
-$6.53K -55 Closed
MIM
990
Macroview Investment Management
Maryland
-$6.53K -55 Closed
SSG
991
Summit Securities Group
New York
-$6K -51 Closed
CAM
992
Chesapeake Asset Management
New York
-$5.94K -50 Closed
GJIA
993
Glass Jacobson Investment Advisors
Maryland
-$5.94K -50 Closed
SA
994
Scarborough Advisors
Maryland
-$4.63K -39 Closed
1IA
995
1620 Investment Advisors
Massachusetts
-$3.56K -30 Closed
1832 Asset Management
996
1832 Asset Management
Ontario, Canada
-$2.97K -25 Closed
SIS
997
Strategic Investment Solutions
Illinois
-$9.62K -25 Closed
YAL
998
Your Advocates Ltd
Texas
-$2.97K -25 Closed
OWA
999
Opal Wealth Advisors
New York
-$2.02K -17 Closed
HBW
1000
Hazlett, Burt & Watson
West Virginia
-$1K -10 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.