MRNA icon

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 %
AWM
551
Apollon Wealth Management
South Carolina
$577K +$150K +834 +35%
OPS
552
Orion Portfolio Solutions
Nebraska
$569K -$386K -2,148 -40%
AFC
553
AFT Forsyth & Company
Florida
$568K – – –
CPC
554
Congress Park Capital
New York
$567K -$171K -950 -23%
WSTAM
555
Wilbanks Smith & Thomas Asset Management
Virginia
$566K – – –
CGL
556
Clarius Group LLC
Washington
$561K -$13.5K -75 -2%
RWA
557
Ropes Wealth Advisors
Massachusetts
$561K -$26K -145 -4%
PCM
558
Peregrine Capital Management
Minnesota
$558K +$558K +3,108 New
CHP
559
Cable Hill Partners
Oregon
$558K +$12.6K +70 +2%
HF
560
HRT Financial
New York
$555K +$555K +3,092 New
XWM
561
Xcel Wealth Management
Florida
$551K +$8.98K +50 +2%
AIA
562
Affinity Investment Advisors
California
$548K +$548K +3,049 New
QI
563
Qtron Investments
Massachusetts
$544K +$54.1K +301 +11%
FCMC
564
Founders Capital Management (Connecticut)
Connecticut
$542K +$542K +3,020 New
SS
565
Simplicity Solutions
Minnesota
$541K +$78.3K +436 +17%
Brown Advisory
566
Brown Advisory
Maryland
$538K -$33.4K -186 -6%
CA
567
CV Advisors
Florida
$537K -$556K -3,093 -51%
CWM
568
Cahill Wealth Management
Michigan
$534K +$92.9K +542 +21%
BP
569
Ballentine Partners
Massachusetts
$526K +$74.4K +414 +16%
MIA
570
MMBG Investment Advisors
Florida
$514K -$257K -1,430 -33%
Lido Advisors
571
Lido Advisors
California
$514K -$80.8K -450 -14%
BCA
572
Bay Colony Advisors
Massachusetts
$513K +$12.8K +71 +3%
USCWA
573
U.S. Capital Wealth Advisors
Texas
$505K -$98.8K -550 -16%
SCP
574
Stamos Capital Partners
California
$501K +$501K +2,790 New
FTDI
575
First Trust Direct Indexing
Massachusetts
$500K +$135K +753 +37%
21 22
23
24 25