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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 %
CCG
576
Cypress Capital Group
Florida
$500K +$110K +612 +28%
PA
577
Pinnacle Associates
New York
$494K -$55.1K -307 -10%
PWP
578
Principle Wealth Partners
Connecticut
$493K – – –
GC
579
GFG Capital
Florida
$492K -$5.39K -30 -1%
SBIA
580
Sheaff Brock Investment Advisors
Indiana
$489K +$49.6K +276 +11%
OAM
581
Oppenheimer Asset Management
New York
$484K +$484K +2,696 New
QCG
582
Quadrant Capital Group
Ohio
$483K +$177K +986 +58%
GRP
583
Global Retirement Partners
California
$483K +$100K +559 +26%
TPA
584
Trivium Point Advisory
Connecticut
$473K +$15.5K +86 +3%
SCA
585
Snowden Capital Advisors
New York
$471K -$112K -621 -19%
LF
586
Lee Financial
Texas
$470K – – –
PWP
587
Perfromance Wealth Partners
Illinois
$469K +$71.8K +400 +18%
SWM
588
Spire Wealth Management
Virginia
$465K -$29.3K -163 -6%
RIA
589
Regal Investment Advisors
Michigan
$463K -$17.4K -97 -4%
FFA
590
Fairfield Financial Advisors
Massachusetts
$460K -$50.3K -280 -10%
SM
591
STF Management
Texas
$460K +$460K +2,560 New
MCC
592
Malaga Cove Capital
California
$454K – – –
KWM
593
Keebeck Wealth Management
Illinois
$450K +$1.26K +7 +0.3%
PTC
594
Philadelphia Trust Company
Pennsylvania
$450K – – –
BSW
595
Buckingham Strategic Wealth
Missouri
$443K +$25.9K +144 +6%
Squarepoint
596
Squarepoint
New York
$443K -$19.5M -108,697 -98%
MMA
597
Miracle Mile Advisors
California
$440K – – –
DT
598
Diversified Trust
Tennessee
$439K -$78.8K -439 -15%
FM
599
Foster & Motley
Ohio
$434K -$381K -2,122 -47%
SC
600
SRB Corp
Massachusetts
$433K +$433K +2,412 New
22 23
24
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