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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 %
GA
926
GoalVest Advisory
New York
$22.1K +$22.1K +123 New
AA
927
Addison Advisors
Vermont
$21.9K -$539 -3 -2%
HS
928
Horan Securities
United States
$21.8K -$541 -3 -2%
AWM
929
Accurate Wealth Management
Florida
$21.8K +$21.8K +115 New
BIA
930
Bell Investment Advisors
California
$21.7K +$2.34K +13 +12%
LFG
931
Larson Financial Group
Missouri
$21.4K – – –
CAC
932
Core Alternative Capital
Georgia
$21.2K -$180 -1 -0.8%
RA
933
Rational Advisors
New York
$21.2K – – –
OLVIG
934
Oliver Lagore Vanvalin Investment Group
Michigan
$20.3K -$1.8K -10 -8%
LJHT
935
Laurie J. Hall Trustee
$20K – – –
PMFA
936
Plante Moran Financial Advisors
Michigan
$19.8K -$7.9K -44 -29%
IA
937
IFS Advisors
Kansas
$19.8K – – –
RFG
938
RFP Financial Group
Georgia
$19.4K +$19.4K +108 New
BWP
939
Baldwin Wealth Partners
Massachusetts
$18.7K -$46.5K -259 -71%
WBC
940
West Branch Capital
Massachusetts
$18.1K – – –
PB
941
Pinnacle Bancorp
Nebraska
$18K – – –
FMB
942
Field & Main Bank
Kentucky
$18K – – –
RAM
943
Riggs Asset Management
Pennsylvania
$18K – – –
EL
944
EMFO LLC
Florida
$18K – – –
ME
945
McIlrath & Eck
Washington
$18K – – –
BA
946
Bellwether Advisors
Nebraska
$18K – – –
TCWA
947
Ten Capital Wealth Advisors
Washington
$18K – – –
YC
948
Yarbrough Capital
Tennessee
$18K +$18K +100 New
MSFP
949
Mark Sheptoff Financial Planning
Connecticut
$18K +$18K +100 New
DAM
950
Delta Asset Management
Tennessee
$18K +$18K +100 New
36 37
38
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