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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 %
STA
776
Summit Trail Advisors
New York
$233K +$233K +1,298 New
RMC
777
Resources Management Corp
Connecticut
$232K +$7.19K +40 +3%
EWM
778
Evercore Wealth Management
New York
$231K +$231K +1,287 New
P
779
Pitcairn
Pennsylvania
$229K +$229K +1,275 New
CIA
780
Capital Investment Advisors
Georgia
$229K +$229K +1,275 New
VAS
781
Vestmark Advisory Solutions
Massachusetts
$229K +$229K +1,273 New
HFG
782
Heron Financial Group
New York
$227K +$227K +1,308 New
SFO
783
Stokes Family Office
Louisiana
$226K +$226K +1,257 New
FPAS
784
Focus Partners Advisor Solutions
Missouri
$225K -$88.2K -491 -28%
ACI
785
Alpha Cubed Investments
California
$224K +$224K +1,247 New
ETM
786
Euclidean Technologies Management
Washington
$224K +$224K +1,246 New
CI
787
CX Institutional
Indiana
$222K +$222K +1,237 New
AWM
788
Activest Wealth Management
Florida
$222K -$11.7K -63 -5%
MIG
789
McGuire Investment Group
Rhode Island
$222K +$222K +1,235 New
SF
790
Synovus Financial
Georgia
$222K -$504K -2,805 -69%
RCA
791
Ranch Capital Advisors
Florida
$221K -$155K -861 -41%
KDA
792
Kraft Davis & Associates
Missouri
$218K +$218K +1,252 New
Koshinski Asset Management
793
Koshinski Asset Management
Illinois
$213K +$213K +1,185 New
CAG
794
Csenge Advisory Group
Florida
$211K +$211K +1,177 New
CCA
795
Childress Capital Advisors
Texas
$211K +$211K +1,176 New
AWC
796
Adamsbrown Wealth Consultants
Kansas
$210K +$210K +1,171 New
SB
797
Strategic Blueprint
Georgia
$209K +$209K +1,163 New
WWM
798
Western Wealth Management
Colorado
$209K -$212K -1,179 -50%
PFM
799
Patton Fund Management
Texas
$207K +$207K +1,155 New
FAIM
800
Financial Advocates Investment Management
Washington
$203K +$203K +1,130 New
30 31
32
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