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Moderna
MRNA

Overview Fund Activity

1,063 hedge funds and large institutions have $44.5B invested in Moderna in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 298 increasing their positions, 363 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+153
Holders Change %
+16.81%
% of All Funds
17.15%
Holding in Top 10
33
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+73.68%
% of All Funds
0.53%
New
244
Increased
298
Reduced
363
Closed
72
Calls
$3.69B
Puts
$3.37B
Net Calls
+$320M
Net Calls Change
-$2.63B

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$360M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$278M
3
Goldman Sachs
Goldman Sachs
New York
+$268M
4
LPC
Lone Pine Capital
Connecticut
+$243M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$162M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$667M
2
Renaissance Technologies
Renaissance Technologies
New York
-$164M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$122M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$88.6M
5
Bank of America
Bank of America
North Carolina
-$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
451
One Capital Management
California
$1.1M -$130K -721 -11%
VW
452
Vantage Wealth
California
$1.1M -$71.8K -400 -6%
HJMC
453
Hellman Jordan Management Company
Massachusetts
$1.09M +$92.7K +516 +9%
NMO
454
Newlands Management Operations
Texas
$1.09M +$1.09M +6,053 New
WAP
455
Wealthcare Advisory Partners
Pennsylvania
$1.08M -$35.6K -198 -3%
UM
456
Ulysses Management
New York
$1.08M -$539K -3,000 -33%
CM
457
Caption Management
Oklahoma
$1.08M +$1.08M +6,000 New
OC
458
Optimas Capital
Hong Kong
$1.08M +$1.08M +6,000 New
MCC
459
Money Concepts Capital
Florida
$1.08M +$79.2K +441 +8%
SPIA
460
Steward Partners Investment Advisory
New York
$1.07M -$52.6K -293 -5%
V
461
Veritable
Delaware
$1.07M -$208K -1,159 -16%
SCP
462
Shorepoint Capital Partners
Massachusetts
$1.05M +$1.05M +5,836 New
ASN
463
Advisory Services Network
Georgia
$1.05M +$197K +1,098 +23%
MCM
464
MAI Capital Management
Ohio
$1.05M +$368K +2,051 +54%
WS
465
Wedbush Securities
California
$1.04M -$43.3K -241 -4%
CCC
466
Chelsea Counsel Company
California
$1.04M -$75.4K -420 -7%
NA
467
NewEdge Advisors
Louisiana
$1.04M +$191K +1,530 +23%
BA
468
Bristlecone Advisors
Washington
$1.03M +$32.2K +179 +3%
BIAS
469
Beacon Investment Advisory Services
New Jersey
$1.01M -$180 -1 -0%
CA
470
Cetera Advisors
Colorado
$1.01M +$86.9K +484 +9%
AWM
471
AE Wealth Management
Kansas
$1.01M -$1M -5,579 -50%
BFG
472
Bleakley Financial Group
New Jersey
$1.01M +$1.01M +5,618 New
S
473
swisspartners
Liechtenstein
$1.01M – – –
EMG
474
ETF Managers Group
New Jersey
$984K -$6.61M -36,789 -87%
TWC
475
TD Waterhouse Canada
Ontario, Canada
$983K -$132K -719 -12%
17 18
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