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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 %
CCM
526
Coldstream Capital Management
Washington
$750K +$750K +4,174 New
CI
527
Cigna Investments
Connecticut
$743K -$8.63K -48 -1%
MAS
528
Meeder Advisory Services
Ohio
$724K +$724K +4,028 New
TF
529
TimeScale Financial
Massachusetts
$722K – – –
CII
530
Capital International Inc
California
$718K +$718K +3,996 New
BCP
531
Blackhawk Capital Partners
Wisconsin
$717K +$717K +3,991 New
TAM
532
Trust Asset Management
Texas
$705K – – –
EAM
533
Eschler Asset Management
United Kingdom
$679K +$679K +3,780 New
MNBTD
534
Moody National Bank Trust Division
Texas
$674K +$32.5K +181 +5%
SW
535
SVB Wealth
Massachusetts
$674K +$175K +975 +35%
AP
536
AtonRa Partners
Switzerland
$673K -$182K -1,013 -21%
FMAEN1
537
Fund Management at Engine No 1
California
$653K +$72.6K +404 +12%
SI
538
Stephens Inc
Arkansas
$650K +$52.1K +290 +9%
VFA
539
Valeo Financial Advisors
Indiana
$649K +$186K +1,036 +40%
GT
540
Glenmede Trust
Pennsylvania
$643K +$259K +1,444 +68%
SWRP
541
Summit Wealth & Retirement Planning
California
$640K -$4.13K -23 -0.6%
WPC
542
Wedmont Private Capital
Pennsylvania
$634K +$634K +3,515 New
NWMG
543
National Wealth Management Group
Ohio
$615K +$147K +821 +32%
CRWM
544
Castle Rock Wealth Management
California
$614K +$614K +3,179 New
AGA
545
Accuvest Global Advisors
Utah
$611K +$233K +1,299 +62%
PWS
546
Precision Wealth Strategies
Missouri
$611K -$347K -1,930 -36%
CA
547
Continuum Advisory
Idaho
$604K -$16K -89 -3%
CPSC
548
Carl P. Sherr & Co
Massachusetts
$581K -$2.69K -15 -0.5%
GLA
549
Great Lakes Advisors
Illinois
$581K +$1.44K +8 +0.2%
KeyBank National Association
550
KeyBank National Association
Ohio
$579K +$35.6K +198 +7%
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