MRNA icon

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 %
PIMJS
726
PKO Investment Management Joint-Stock
Poland
$269K -$269K -1,500 -50%
AIM
727
Axiom Investment Management
New York
$269K – – –
AP
728
Atwood & Palmer
Missouri
$269K +$198K +1,100 +275%
NC
729
Nixon Capital
Texas
$269K +$269K +1,500 New
DCM
730
Deuterium Capital Management
Florida
$269K +$269K +1,500 New
CAM
731
Carret Asset Management
New York
$269K +$269K +1,500 New
DC
732
Davenport & Co
Virginia
$268K +$268K +1,494 New
SSWM
733
Sheets Smith Wealth Management
North Carolina
$266K +$266K +1,479 New
CDH
734
Charles D. Hyman
$265K +$265K +1,475 New
H
735
HoyleCohen
California
$265K +$265K +1,474 New
SAM
736
Sabadell Asset Management
Spain
$264K – – –
AA
737
Altman Advisors
Illinois
$261K +$261K +1,400 New
CFG
738
Carr Financial Group
Massachusetts
$261K +$261K +1,454 New
VEA
739
Virtus ETF Advisers
New York
$260K -$88.4K -492 -25%
PGWM
740
Parisi Gray Wealth Management
New Jersey
$258K +$258K +1,437 New
NCM
741
NCM Capital Management
New Jersey
$258K +$258K +1,437 New
IWA
742
Intercontinental Wealth Advisors
Texas
$258K -$4.47M -24,891 -95%
APA
743
Astoria Portfolio Advisors
New York
$257K +$257K +1,323 New
LMKC
744
L.M. Kohn & Company
Ohio
$256K +$256K +1,426 New
CICI
745
Capital Investment Counsel Inc
North Carolina
$256K +$256K +1,425 New
SG
746
StoneX Group
New York
$255K +$255K +1,423 New
FIA
747
Foundations Investment Advisors
Arizona
$255K +$255K +1,420 New
PAG
748
Private Advisor Group
New Jersey
$255K +$23.3K +1,327 +10%
PI
749
Putnam Investments
Massachusetts
$254K +$254K +1,416 New
ONB
750
Old National Bancorp
Indiana
$254K +$254K +1,415 New
28 29
30
31 32