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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
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$2.84B -$91M -990,958 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.69B +$60.9M +663,418 +2%
BlackRock
3
BlackRock
New York
$1.67B -$48.7M -530,308 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.16B -$347M -3,779,120 -18%
State Street
5
State Street
Massachusetts
$1.13B +$167M +1,823,276 +12%
TP
6
Theleme Partners
United Kingdom
$483M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$471M +$16.4M +178,115 +3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$349M +$83.2M +906,114 +21%
FP
9
Flagship Pioneering
Massachusetts
$310M
Invesco
10
Invesco
Georgia
$269M +$136M +1,486,333 +59%
UBS AM
11
UBS AM
Illinois
$260M +$1.82M +19,819 +0.5%
Norges Bank
12
Norges Bank
Norway
$252M +$38.4M +417,703 +12%
Morgan Stanley
13
Morgan Stanley
New York
$235M -$137M -1,497,431 -30%
Goldman Sachs
14
Goldman Sachs
New York
$226M -$74.2M -807,710 -19%
BPC
15
Banque Pictet & Cie
Switzerland
$211M +$89.1K +970 +0%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$205M +$16.4M +178,939 +6%
Northern Trust
17
Northern Trust
Illinois
$174M -$21.6M -235,084 -8%
UBS Group
18
UBS Group
Switzerland
$152M +$109M +1,187,367 +110%
JP Morgan Chase
19
JP Morgan Chase
New York
$149M +$43.2M +470,336 +27%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$143M -$12.3M -133,466 -6%
Charles Schwab
21
Charles Schwab
California
$143M +$7.63M +83,082 +4%
Legal & General Group
22
Legal & General Group
United Kingdom
$140M +$916K +9,978 +0.5%
Mawer Investment Management
23
Mawer Investment Management
Alberta, Canada
$127M -$152K -1,658 -0.1%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$122M +$36.6M +398,734 +28%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$108M +$15.4M +167,596 +12%

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.