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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 %
KF
676
Krilogy Financial
Missouri
$330K -$359 -2 -0.1%
KCM
677
KRS Capital Management
Michigan
$329K +$329K +1,829 New
SSB
678
Sandy Spring Bank
Maryland
$325K – – –
WANY
679
Wealthspire Advisors (New York)
New York
$325K +$325K +1,810 New
AWM
680
Avitas Wealth Management
California
$324K +$359 +2 +0.1%
M
681
Mirova
France
$320K -$320K -1,783 -50%
IFPG
682
Intrepid Financial Planning Group
Indiana
$319K – – –
TLCM
683
Twin Lakes Capital Management
California
$318K – – –
BFC
684
Blue Fin Capital
Rhode Island
$317K -$17.8K -99 -5%
PCM
685
Parsons Capital Management
Rhode Island
$316K – – –
FBB
686
Fulton Breakefield Broenniman
Maryland
$315K – – –
AFM
687
Abbot Financial Management
Massachusetts
$314K +$314K +1,746 New
CAM
688
Cozad Asset Management
Illinois
$310K -$180 -1 -0.1%
LWAC
689
Laurel Wealth Advisors (California)
California
$309K -$27.1K -151 -8%
BBHC
690
Brown Brothers Harriman & Co
New York
$308K -$16.9K -94 -5%
GF
691
Gries Financial
Ohio
$308K – – –
NFSG
692
Newbridge Financial Services Group
Florida
$308K +$28.2K +157 +10%
BS
693
Boenning & Scattergood
Pennsylvania
$307K +$307K +1,785 New
ACIM
694
Azimuth Capital Investment Management
Michigan
$307K – – –
JSL
695
JT Stratford LLC
Georgia
$305K -$1.01M -5,603 -77%
JCM
696
Jacobi Capital Management
Pennsylvania
$305K -$76.2K -424 -20%
HI
697
Harbour Investments
Wisconsin
$304K -$67.2K -374 -18%
IUHSA
698
Itau Unibanco Holding S.A.
Brazil
$303K -$34.6K -193 -10%
BWP
699
BSW Wealth Partners
Colorado
$303K +$303K +1,688 New
GAG
700
GM Advisory Group
New York
$302K +$302K +1,681 New
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