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 %
AA
601
ALPS Advisors
Colorado
$432K -$1.8K -10 -0.4%
PWM
602
Perigon Wealth Management
California
$431K -$374K -2,081 -46%
WE
603
Wealth Effects
Massachusetts
$426K – – –
ZCA
604
Zeke Capital Advisors
Pennsylvania
$426K +$426K +2,370 New
Dimensional Fund Advisors
605
Dimensional Fund Advisors
Texas
$422K +$43.7K +243,418 +12%
HT
606
Headlands Technologies
Illinois
$420K +$420K +2,337 New
AC
607
Abbrea Capital
California
$418K -$19.2K -107 -4%
JWCA
608
J.W. Cole Advisors
Florida
$418K -$22.8K -127 -5%
MHS
609
M Holdings Securities
Oregon
$417K -$35.9K -200 -8%
AWM
610
Aberdeen Wealth Management
Illinois
$416K – – –
HWM
611
HB Wealth Management
Georgia
$412K +$412K +2,295 New
BFEC
612
Benjamin F. Edwards & Company
Missouri
$412K +$178K +992 +76%
AWM
613
Avaii Wealth Management
Wisconsin
$411K -$152K -846 -27%
DCM
614
Dupont Capital Management
Delaware
$411K -$37.9K -211 -8%
BPA
615
Beacon Pointe Advisors
California
$411K -$19.6K -109 -5%
AF
616
Advisornet Financial
Minnesota
$410K -$27.8K -155 -6%
MA
617
Modus Advisors
Minnesota
$406K – – –
SIM
618
Sentry Investment Management
Wisconsin
$403K -$25K -139 -6%
RWM
619
Ritholtz Wealth Management
New York
$402K -$192K -1,069 -32%
MPAM
620
Murphy Pohlad Asset Management
Minnesota
$398K – – –
NFC
621
Northeast Financial Consultants
Connecticut
$397K – – –
CW
622
Connectus Wealth
Ohio
$394K +$394K +2,195 New
AG
623
Ascent Group
Virginia
$394K +$3.77K +21 +1%
S
624
Seeyond
France
$394K -$7.19K -40 -2%
AFT
625
Alpha Family Trust
California
$393K +$393K +2,190 New
23 24
25
26 27