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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 %
KJHP
476
K.J. Harrison & Partners
Ontario, Canada
$973K +$973K +4,000 New
TM
477
Triatomic Management
California
$970K – – –
CWM
478
Congress Wealth Management
Massachusetts
$959K +$47K +260 +5%
TF
479
TIAA FSB
Florida
$956K +$342K +1,902 +56%
EF
480
Empirical Finance
Pennsylvania
$955K +$114K +633 +14%
ML
481
McAdam LLC
Pennsylvania
$945K -$355K -1,399 -27%
GVAG
482
Great Valley Advisor Group
Delaware
$940K +$500K +2,786 +114%
MLL
483
Moody Lynn & Lieberson
Massachusetts
$939K +$939K +5,230 New
MWAM
484
Manhattan West Asset Management
California
$934K +$27.3K +152 +3%
WJWM
485
Williams Jones Wealth Management
New York
$924K +$924K +5,145 New
AIP
486
Almanack Investment Partners
Pennsylvania
$921K -$1.7M -9,448 -65%
MA
487
Montag & Associates
Georgia
$919K +$595K +3,315 +184%
DG
488
DMC Group
Alabama
$918K +$213K +1,189 +30%
GT
489
Greenleaf Trust
Michigan
$910K +$405K +2,251 +80%
AFS
490
Aft Forsyth & Sober
Florida
$907K – – –
QFA
491
Quattro Financial Advisors
Texas
$898K -$898K -5,000 -50%
AIA
492
Arbor Investment Advisors
North Carolina
$898K +$898K +5,000 New
GC
493
Gruss & Co
Florida
$898K +$898K +5,000 New
LS
494
Livforsakringsbolaget Skandia
Sweden
$898K – – –
CPC
495
Cookson Peirce & Co
Pennsylvania
$890K +$890K +4,956 New
SWS
496
SYSTM Wealth Solutions
Illinois
$879K +$879K +4,896 New
KI
497
Kula Investments
Illinois
$875K +$875K +4,873 New
KA
498
Kovack Advisors
Florida
$865K -$116K -648 -12%
BCB
499
Brian C. Broderick
$862K +$413K +2,300 +92%
Carson Wealth (CWM LLC)
500
Carson Wealth (CWM LLC)
Nebraska
$854K +$206K +1,145 +32%
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