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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 %
DA
651
Detalus Advisors
Missouri
$359K – – –
PWS
652
Paragon Wealth Strategies
Florida
$359K – – –
ACM
653
Ascendant Capital Management
California
$359K +$359K +2,000 New
ECM
654
EMC Capital Management
Texas
$359K – – –
JWM
655
Jupiter Wealth Management
Colorado
$359K +$180K +1,000 +100%
HSA
656
HBK Sorce Advisory
Pennsylvania
$359K +$359K +1,998 New
AF
657
Allworth Financial
California
$358K +$97.4K +542 +37%
LSPW
658
Lake Street Private Wealth
Illinois
$358K +$7.9K +44 +2%
GIA
659
Gladstone Institutional Advisory
Florida
$357K -$65.2K -363 -15%
LFAS
660
Level Four Advisory Services
Texas
$357K +$357K +1,986 New
PWPS
661
Pinnacle Wealth Planning Services
Ohio
$354K +$354K +1,973 New
CC
662
Chicago Capital
Illinois
$351K – – –
HI
663
Humankind Investments
New York
$350K -$88.2K -491 -20%
EWA
664
EP Wealth Advisors
California
$349K +$349K +1,944 New
HI
665
Hoey Investments
Pennsylvania
$348K -$80.8K -450 -19%
FMLI
666
Fukoku Mutual Life Insurance
Japan
$347K +$29.6K +165 +9%
IPAM
667
ICICI Prudential Asset Management
India
$346K +$88.6K +493 +34%
FFM
668
Forum Financial Management
Illinois
$346K +$359 +2 +0.1%
RWMG
669
Redwood Wealth Management Group
New Jersey
$344K +$344K +1,916 New
JGGDR
670
JGP Global Gestao de Recursos
Brazil
$342K -$719 -4 -0.2%
TC
671
TownSquare Capital
Utah
$342K +$342K +1,902 New
WWM
672
Westwood Wealth Management
California
$341K +$26.9K +150 +9%
RCM
673
RB Capital Management
Nevada
$341K -$53.9K -300 -14%
BBL
674
Beck Bode LLC
Massachusetts
$331K -$709K -3,947 -68%
HIMC
675
Heritage Investors Management Corp
Maryland
$330K +$330K +1,835 New
25 26
27
28 29