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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 %
GGI
876
Godsey & Gibb Inc
Virginia
$49.6K +$49.6K +276 New
CA
877
Centerpoint Advisors
Massachusetts
$49K +$49K +274 New
WB
878
Webster Bank
Connecticut
$48K – – –
WA
879
Win Advisors
Florida
$47.1K +$39.2K +218 +495%
OA
880
Operose Advisors
Wisconsin
$46.7K +$35.9K +200 +333%
ORAM
881
One River Asset Management
Connecticut
$45.8K +$45.8K +256 New
TFA
882
Toth Financial Advisory
Virginia
$45.3K – – –
SCA
883
Stonebridge Capital Advisors
Minnesota
$44.9K – – –
MFG
884
Mendota Financial Group
Wisconsin
$44K +$44K +245 New
CWM
885
CarsonAllaria Wealth Management
Illinois
$42K -$1.43K -8 -3%
AA
886
Ancora Advisors
Ohio
$42K – – –
UB
887
UMB Bank
Missouri
$41K -$2.56K -14 -6%
EE
888
EWG Elevate
California
$40.8K +$40.8K +227 New
HWMA
889
Heritage Wealth Management (Arizona)
Arizona
$40.6K +$20.3K +113 +100%
OSNBOA
890
Old Second National Bank of Aurora
Illinois
$40.4K – – –
KTC
891
Kistler-Tiffany Companies
Pennsylvania
$39.9K -$22.1K -123 -36%
DSC
892
Duncker Streett & Co
Missouri
$39.5K – – –
HWA
893
HHM Wealth Advisors
Tennessee
$39.5K – – –
AAG
894
Armstrong Advisory Group
Massachusetts
$38.1K +$38.1K +212 New
FP
895
Financial Perspectives
Minnesota
$36.9K – – –
CWP
896
Concord Wealth Partners
Virginia
$36.6K +$36.6K +204 New
AWM
897
AllSquare Wealth Management
New York
$35.9K – – –
LWANC
898
Laurel Wealth Advisors (North Carolina)
North Carolina
$35.9K – – –
HP
899
HealthInvest Partners
Sweden
$33.6K +$33.6K +187 New
AWM
900
Avior Wealth Management
Nebraska
$33.2K – – –
34 35
36
37 38