MRNA icon

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 %
KFS
901
Kelly Financial Services
Massachusetts
$31.4K -$4.49K -25 -13%
PTC
902
Private Trust Company
Ohio
$31K -$32.4K -180 -51%
MPWT
903
MassMutual Private Wealth & Trust
Connecticut
$31K +$7.31K +41 +31%
LWA
904
Lowe Wealth Advisors
Maryland
$29.3K – – –
EARNEST Partners
905
EARNEST Partners
Georgia
$28.9K – – –
FFA
906
Farther Finance Advisors
California
$27.8K +$27.8K +155 New
IGWM
907
ICA Group Wealth Management
Colorado
$27.3K +$27.3K +152 New
C
908
Covestor
United Kingdom
$27K -$24.8K -137 -48%
RTC
909
Riverview Trust Company
Washington
$27K -$16K -89 -37%
CSB
910
City State Bank
Iowa
$27K – – –
RBC
911
Roble Belko & Company
Pennsylvania
$27K +$27K +150 New
SC
912
SouthState Corp
Florida
$26.9K – – –
CSWM
913
Cassady Schiller Wealth Management
Ohio
$26.9K +$26.9K +150 New
AS
914
Altshuler Shaham
Israel
$26.6K -$136K -758 -84%
CBT
915
Central Bank & Trust
Kentucky
$26.6K – – –
TSW
916
Thompson Siegel & Walmsley
Virginia
$26K – – –
BTI
917
Blue Trust Inc
Georgia
$26K +$19.6K +166 +307%
BWL
918
Bogart Wealth LLC
Virginia
$24.2K -$8.98K -50 -27%
TFS
919
TrustCore Financial Services
Tennessee
$24.2K – – –
WAS
920
Winch Advisory Services
Wisconsin
$24K – – –
MCM
921
MV Capital Management
Maryland
$23.2K +$4.67K +26 +25%
TFGT
922
TS Financial Group (TSFG)
Illinois
$23K +$12.8K +70 +125%
TFM
923
TFC Financial Management
Massachusetts
$22.8K – – –
MLA
924
MB, Levis & Associates
Pennsylvania
$22.8K +$22.8K +127 New
HNWAG
925
High Net Worth Advisory Group
Florida
$22.5K – – –
35 36
37
38 39