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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 %
PFBT
851
Parkside Financial Bank & Trust
Missouri
$80.5K +$37.2K +207 +86%
VNA
852
Valley National Advisers
Pennsylvania
$79K +$8.88K +48 +13%
IA
853
IFP Advisors
Florida
$78K -$63.4K -1,488 -45%
BCWM
854
Bartlett & Co Wealth Management
Ohio
$77.2K +$26.9K +150 +54%
BC
855
Bartlett & Co
Ohio
$77K +$26.9K +150 +54%
RFA
856
Resurgent Financial Advisors
Georgia
$75.3K +$75.3K +419 New
HFS
857
Hantz Financial Services
Michigan
$75K +$22.7K +127 +43%
TWA
858
TCI Wealth Advisors
Arizona
$72.4K +$30.9K +172 +74%
HGERS
859
Householder Group Estate & Retirement Specialist
Arizona
$68K – – –
HPC
860
HM Payson & Co
Maine
$66.8K -$52K -290 -44%
GWS
861
Glassman Wealth Services
Virginia
$66.5K +$23.4K +130 +54%
BSB
862
Bangor Savings Bank
Maine
$65K – – –
CFO
863
CVA Family Office
Colorado
$63.8K -$7.19K -40 -10%
KFI
864
Key Financial Inc
Pennsylvania
$62.1K – – –
TCM
865
Traynor Capital Management
Pennsylvania
$58K +$58K +323 New
EWM
866
Endurance Wealth Management
Rhode Island
$54K – – –
JEST
867
JTC Employer Solutions Trustee
Jersey
$54K – – –
CCA
868
Catalyst Capital Advisors
New York
$53.9K -$2.16K -12 -4%
CT
869
Colonial Trust
South Carolina
$53.9K +$53.9K +300 New
HCP
870
Hexagon Capital Partners
Arkansas
$52.9K -$5.22K -29 -9%
CFFP
871
Center for Financial Planning
Michigan
$51.7K – – –
SWA
872
SOA Wealth Advisors
New York
$51.2K -$1.98K -11 -4%
GI
873
Gradient Investments
Minnesota
$51.2K +$40.4K +225 +375%
BAAM
874
Baker Avenue Asset Management
California
$51.2K +$51.2K +285 New
ZB
875
Zions Bancorporation
Utah
$50.3K +$12.4K +69 +33%
33 34
35
36 37