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Moderna
MRNA

Overview Fund Activity

910 hedge funds and large institutions have $29.1B invested in Moderna in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 300 increasing their positions, 352 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
-66
Holders Change %
-6.76%
% of All Funds
15.74%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.33%
New
80
Increased
300
Reduced
352
Closed
127
Calls
$4.77B
Puts
$1.81B
Net Calls
+$2.95B
Net Calls Change
+$214M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$762M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$214M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$249M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$75.1M
5
Amundi
Amundi
France
$93M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$149M
2
Renaissance Technologies
Renaissance Technologies
New York
$114M
3
BlackRock
BlackRock
New York
$3B
4
AQR Capital Management
AQR Capital Management
Connecticut
$70.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
876
BerganKDV Wealth Management
Minnesota
$3K – – –
PCFFS
877
Pacific Center for Financial Services
California
$3K – – –
NIC
878
Northwest Investment Counselors
Oregon
$3K +$3K +25 New
AWM
879
Abound Wealth Management
Tennessee
$2.91K +$2.91K +25 New
WWP
880
WR Wealth Planners
Missouri
$2.13K – – –
1832 Asset Management
881
1832 Asset Management
Ontario, Canada
$2K -$3.67M -27,500 -100%
FMII
882
Farmers & Merchants Investments Inc
Nebraska
$2K -$4.27K -32 -68%
FPFS
883
First Personal Financial Services
North Carolina
$2K – – –
ST
884
Smithfield Trust
Pennsylvania
$2K – – –
DCM
885
Davidson Capital Management
Texas
$2K – – –
MS
886
Mizuho Securities
Japan
$2K +$100 +1 +5%
PCA
887
Providence Capital Advisors
North Carolina
$2K +$2K +15 New
CFB
888
Cullen/Frost Bankers
Texas
$1K -$27.6K -193 -97%
TCM
889
Tradewinds Capital Management
Washington
$1K -$3.13K -25 -76%
MA
890
MCF Advisors
Kentucky
$1K -$1K -7 -50%
HFS
891
HBC Financial Services
Washington
$1K – – –
FWM
892
Focused Wealth Management
New York
$1K – – –
TF
893
Tompkins Financial
New York
$1K – – –
DI
894
Disciplined Investments
Oklahoma
$1K +$556 +5 +125%
SIC
895
SJS Investment Consulting
Ohio
$1K +$1K +7 New
CB
896
Community Bank
New York
$1K +$1K +10 New
TAM
897
Tucker Asset Management
Colorado
$902 +$902 +6 New
FGAM
898
Financial Gravity Asset Management
Texas
$532 -$796 -3,078 -60%
PWP
899
Principle Wealth Partners
Connecticut
$325 – – –
Qube Research & Technologies (QRT)
900
Qube Research & Technologies (QRT)
United Kingdom
– -$19.6M -137,017 Closed
34 35
36
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