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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 %
UAML
826
US Asset Management LLC
Pennsylvania
$128K +$128K +715 New
BAM
827
Byrne Asset Management
New Jersey
$126K -$33.2K -185 -21%
LFM
828
Lumina Fund Management
New York
$126K – – –
TIM
829
Tortoise Investment Management
New York
$121K -$12.2K -68 -9%
CCA
830
Column Capital Advisors
Indiana
$119K +$119K +117,121 New
JWA
831
JFS Wealth Advisors
Pennsylvania
$116K -$6.11K -34 -5%
EWA
832
EverSource Wealth Advisors
Alabama
$112K +$52.6K +293 +89%
BWA
833
BDO Wealth Advisors
Florida
$111K – – –
DA
834
Denali Advisors
California
$108K -$89.8K -500 -45%
SIS
835
Sound Income Strategies
Florida
$108K – – –
BDWCC
836
B&D White Capital Company
Texas
$108K +$108K +600 New
SN
837
Sittner & Nelson
Oregon
$104K – – –
MS
838
Madden Securities
Texas
$102K +$102K +570 New
CTB
839
Country Trust Bank
Illinois
$102K +$26.9K +150 +36%
RBC
840
Romano Brothers & Co
Illinois
$100K +$100K +558 New
CT
841
Cambridge Trust
Massachusetts
$98K – – –
BLC
842
Brown, Lisle/Cummings
Rhode Island
$96.1K – – –
MHR
843
Matthew Hamilton Rosenberg
$95K – – –
QC
844
Quent Capital
New York
$91.4K +$1.26K +7 +1%
FSWA
845
Financial Synergies Wealth Advisors
Texas
$89.8K -$83.3K -464 -48%
AIC
846
Archer Investment Corporation
Indiana
$89.8K – – –
TCOV
847
Trust Company of Vermont
Vermont
$89.8K – – –
CWM
848
Consultiva Wealth Management
Puerto Rico
$85.3K – – –
TSWM
849
Tyler-Stone Wealth Management
Ohio
$85K – – –
PSB
850
Piscataqua Savings Bank
New Hampshire
$80.8K +$7.19K +40 +10%
32 33
34
35 36