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Moderna
MRNA

Overview Fund Activity

713 hedge funds and large institutions have $20.9B invested in Moderna in 2020 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 234 increasing their positions, 189 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+167
Holders Change %
+30.59%
% of All Funds
12.65%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.23%
New
225
Increased
234
Reduced
189
Closed
50
Calls
$1.52B
Puts
$2B
Net Calls
-$483M
Net Calls Change
-$306M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$1.79B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$245M
3
Renaissance Technologies
Renaissance Technologies
New York
+$183M
4
Citadel Advisors
Citadel Advisors
Florida
+$112M
5
Two Sigma Investments
Two Sigma Investments
New York
+$84.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.75B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$470M
3
TP
Theleme Partners
United Kingdom
-$241M
4
FT
Fiduciary Trust
Massachusetts
-$85.8M
5
AII
AGF Investments Inc
Ontario, Canada
-$74M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
676
Private Ocean
California
$4K – – –
ICM
677
Islay Capital Management
Texas
$4K – – –
RFA
678
Reilly Financial Advisors
California
$4K +$3.43K +30 +600%
ONST
679
Old North State Trust
North Carolina
$4K +$4K +35 New
PCA
680
Peddock Capital Advisors
Massachusetts
$4K +$4K +39 New
VBCG
681
Valley Brook Capital Group
Pennsylvania
$4K +$4K +45 New
AIG
682
American International Group
New York
$3.43K +$181 +1,728 +6%
AWM
683
Avior Wealth Management
Nebraska
$3K -$3.3K -33 -52%
CCM
684
Cribstone Capital Management
Maine
$3K – – –
BWM
685
Baystate Wealth Management
Massachusetts
$3K – – –
CHC
686
City Holding Co
West Virginia
$3K +$1K +10 +50%
AFG
687
Albion Financial Group
Utah
$3K +$3K +25 New
MSFP
688
Mark Sheptoff Financial Planning
Connecticut
$3K +$3K +25 New
HI
689
Hoey Investments
Pennsylvania
$2K -$2K -20 -50%
FNBOSM
690
First National Bank of South Miami
Florida
$2K – – –
BWM
691
BerganKDV Wealth Management
Minnesota
$2K +$609 +7 +44%
MLFP
692
MPS Loria Financial Planners
Illinois
$2K +$2K +20 New
BWL
693
Bogart Wealth LLC
Virginia
$2K +$2K +20 New
SWA
694
Sutton Wealth Advisors
Florida
$1.99K +$1.99K +19 New
APC
695
Aspire Private Capital
North Carolina
$1K -$4K -40 -80%
BC
696
Belmont Capital
California
$1K -$1K -13 -50%
BFC
697
Bedel Financial Consulting
Indiana
$1K -$300 -3 -23%
CAM
698
ClariVest Asset Management
California
$1K – – –
PCG
699
Private Capital Group
Connecticut
$1K +$182 +2 +22%
MCM
700
Manchester Capital Management
Vermont
$1K +$444 +4 +80%
26 27
28
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