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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 %
CA
626
CoreCap Advisors
Michigan
$387K +$387K +2,155 New
MIC
627
Means Investment Company
Maine
$383K -$24.2K -135 -6%
CA
628
Claro Advisors
Massachusetts
$380K -$42.4K -236 -10%
SC
629
Savant Capital
Illinois
$380K +$70.1K +390 +23%
CK
630
Cohen Klingenstein
New York
$377K – – –
PGFC
631
Peapack-Gladstone Financial Corp
New Jersey
$377K – – –
CI Investments Inc
632
CI Investments Inc
Ontario, Canada
$376K +$180K +999 +91%
PCMC
633
Private Capital Management (Colorado)
Colorado
$375K -$172K -957 -31%
HFM
634
Harvest Fund Management
China
$373K +$215K +1,211 +136%
NP
635
NorthRock Partners
Minnesota
$373K +$373K +2,075 New
SAM
636
Summit Asset Management
Tennessee
$372K – – –
CGIM
637
Capital Group Investment Management
Singapore
$371K +$371K +2,067 New
AAS
638
Ameritas Advisory Services
Nebraska
$369K +$59.6K +332 +19%
CIM
639
CIM Investment Management
Pennsylvania
$369K -$8.62K -48 -2%
VHAM
640
Van Hulzen Asset Management
California
$367K +$367K +2,044 New
AFP
641
Ausdal Financial Partners
Iowa
$367K +$367K +2,041 New
KFS
642
Kaizen Financial Strategies
California
$367K -$115K -600 -24%
MAG
643
Mayfair Advisory Group
Alabama
$366K +$55.2K +300 +18%
APP
644
Avantax Planning Partners
Iowa
$366K +$366K +2,040 New
OIA
645
Optimum Investment Advisors
Illinois
$364K – – –
JIC
646
Johnson Investment Counsel
Ohio
$363K -$18.5K -103 -5%
CPA
647
Cardiff Park Advisors
California
$361K +$361K +2,012 New
DWP
648
Destiny Wealth Partners
Florida
$361K – – –
BJL
649
Brighton Jones LLC
Washington
$361K -$7.37K -41 -2%
PWS
650
Paragon Wealth Strategies
Florida
$359K – – –
24 25
26
27 28