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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 %
CHAM
801
Clear Harbor Asset Management
Connecticut
$202K +$202K +1,125 New
CIAS
802
Capital Investment Advisory Services
North Carolina
$200K +$200K +1,114 New
CMBA
803
C.M. Bidwell & Associates
Hawaii
$199K -$63K -351 -24%
CS
804
Comerica Securities
Michigan
$196K +$196K +1,094 New
EI
805
Ellevest Inc
New York
$195K +$65.2K +363 +50%
LC
806
Lindbrook Capital
California
$185K +$32.9K +183 +22%
SIC
807
Salem Investment Counselors
North Carolina
$181K +$4.31K +24 +2%
AA
808
Alta Advisers
United Kingdom
$180K – – –
SC
809
Stephens Consulting
Michigan
$180K – – –
ECM
810
Estabrook Capital Management
New York
$180K – – –
HWA
811
Heritage Wealth Advisors
Virginia
$180K – – –
MIHAS
812
Maj Invest Holding A/S
Denmark
$177K +$102K +570 +136%
LWCFA
813
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$177K +$21.6K +120 +14%
ACM
814
Anfield Capital Management
California
$163K -$155K -863 -49%
CSPIA
815
Cary Street Partners Investment Advisory
Virginia
$163K +$163K +906 New
First Manhattan
816
First Manhattan
New York
$154K -$422K -2,347 -73%
CFGS
817
Concourse Financial Group Securities
Alabama
$147K -$1.62K -9 -1%
GFPC
818
Global Financial Private Client
Florida
$145K +$104K +579 +252%
CCM
819
Cribstone Capital Management
Maine
$144K – – –
SBL
820
Sargent Bickham Lagudis
Colorado
$141K +$18K +100 +15%
VCM
821
Vigilant Capital Management
Maine
$135K – – –
CA
822
Clearstead Advisors
Ohio
$135K – – –
AWM
823
Ameliora Wealth Management
Switzerland
$135K – – –
CA
824
Crewe Advisors
Utah
$130K -$19.2K -107 -13%
ADL
825
Asset Dedication LLC
California
$129K – – –
31 32
33
34 35