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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 %
BS
951
Boenning & Scattergood
Pennsylvania
– -$255K -1,785 Closed
DC
952
Davenport & Co
Virginia
– -$255K -1,782 Closed
BFA
953
Beaumont Financial Advisors
Massachusetts
– -$247K -1,730 Closed
LMKC
954
L.M. Kohn & Company
Ohio
– -$241K -1,686 Closed
AFM
955
Abbot Financial Management
Massachusetts
– -$240K -1,682 Closed
AFP
956
Ausdal Financial Partners
Iowa
– -$239K -1,675 Closed
KIA
957
Kraematon Investment Advisors
Massachusetts
– -$239K -1,671 Closed
RSWM
958
Robertson Stephens Wealth Management
California
– -$238K -1,669 Closed
DCM
959
Dimension Capital Management
Florida
– -$236K -1,651 Closed
GAG
960
GM Advisory Group
New York
– -$236K -1,650 Closed
BWP
961
BSW Wealth Partners
Colorado
– -$231K -1,615 Closed
LOAMS
962
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$230K -1,607 Closed
HH
963
Hilltop Holdings
Texas
– -$229K -1,604 Closed
HWM
964
HB Wealth Management
Georgia
– -$226K -1,582 Closed
VBFG
965
Vishria Bird Financial Group
Tennessee
– -$225K -1,576 Closed
MPM
966
Meritage Portfolio Management
Kansas
– -$225K -1,576 Closed
MIG
967
McGuire Investment Group
Rhode Island
– -$222K -1,556 Closed
PWPS
968
Pinnacle Wealth Planning Services
Ohio
– -$222K -1,556 Closed
PPWM
969
PFG Private Wealth Management
Florida
– -$221K -1,547 Closed
TFA
970
Triad Financial Advisors
North Carolina
– -$217K -1,521 Closed
CAM
971
Carret Asset Management
New York
– -$214K -1,500 Closed
HFG
972
Heron Financial Group
New York
– -$213K -1,490 Closed
ACI
973
Alpha Cubed Investments
California
– -$212K -1,485 Closed
SSWM
974
Sheets Smith Wealth Management
North Carolina
– -$211K -1,479 Closed
CDH
975
Charles D. Hyman
– -$211K -1,475 Closed
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