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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 %
LNC
701
Lincoln National Corp
Pennsylvania
$301K +$301K +1,675 New
KIA
702
Kraematon Investment Advisors
Massachusetts
$300K +$300K +1,671 New
DCM
703
Dimension Capital Management
Florida
$297K +$297K +1,651 New
CI
704
Conning Inc
Connecticut
$296K -$142K -792 -32%
Fisher Asset Management
705
Fisher Asset Management
Washington
$294K +$294K +1,638 New
CW
706
CreativeOne Wealth
Kansas
$294K +$294K +1,639 New
RSWM
707
Robertson Stephens Wealth Management
California
$291K +$291K +1,620 New
GCM
708
Gallacher Capital Management
Colorado
$291K +$291K +1,618 New
NVCHI
709
New Vernon Capital Holdings II
New Jersey
$288K +$40.6K +226 +16%
FCB
710
First Command Bank
Texas
$288K – – –
FCFS
711
First Command Financial Services
Texas
$288K – – –
BL
712
Balentine LLC
Georgia
$287K +$287K +1,600 New
HA
713
Herold Advisors
New York
$286K +$286K +1,590 New
TCM
714
Telos Capital Management
California
$285K +$285K +1,589 New
BFA
715
Beaumont Financial Advisors
Massachusetts
$284K +$284K +1,582 New
IWM
716
IHT Wealth Management
Illinois
$284K -$156K -869 -35%
KCFA
717
Key Client Fiduciary Advisors
New Jersey
$283K +$283K +1,575 New
GWM
718
Geneos Wealth Management
Colorado
$282K -$79.8K -444 -22%
VBFG
719
Vishria Bird Financial Group
Tennessee
$278K +$278K +1,550 New
B
720
Bellecapital
Switzerland
$277K +$277K +1,540 New
TFA
721
Triad Financial Advisors
North Carolina
$277K +$277K +1,540 New
LWM
722
Laidlaw Wealth Management
New York
$275K -$55.7K -310 -17%
HNB
723
Huntington National Bank
Ohio
$274K +$92.5K +515 +51%
AWM
724
Axxcess Wealth Management
California
$273K +$273K +1,522 New
HH
725
Hilltop Holdings
Texas
$271K +$271K +1,507 New
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29
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