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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 %
YC
951
Yarbrough Capital
Tennessee
$18K +$18K +100 New
AWM
952
Accel Wealth Management
Iowa
$17.4K – – –
PA
953
PSI Advisors
Florida
$16.2K -$4.49K -25 -22%
JWM
954
Janiczek Wealth Management
Colorado
$15K +$2.45K +13 +19%
CHA
955
Carmichael Hill & Associates
Maryland
$14.5K – – –
DCP
956
Distillate Capital Partners
Illinois
$14.5K +$14.5K +81 New
CAM
957
Costello Asset Management
Pennsylvania
$14.4K -$13.8K -77 -49%
SWA
958
Sutton Wealth Advisors
Florida
$13.7K +$8.08K +45 +145%
FHA
959
First Horizon Advisors
Tennessee
$13.7K +$7.01K +39 +105%
TLA
960
Tanglewood Legacy Advisors
Texas
$13.1K +$13.1K +73 New
AF
961
Affiance Financial
Minnesota
$13.1K +$13.1K +73 New
AA
962
AlphaMark Advisors
Kentucky
$13K – – –
VF
963
VitalStone Financial
Texas
$13K +$13K +72 New
SC
964
Schubert & Co
Texas
$12.9K +$6.83K +38 +112%
AWM
965
Atticus Wealth Management
Florida
$12.6K – – –
WT
966
Whittier Trust
California
$12.6K – – –
HCM
967
Hollencrest Capital Management
California
$12.4K +$12.4K +69 New
MCM
968
Manchester Capital Management
Vermont
$12.2K – – –
IAS
969
IMA Advisory Services
Colorado
$12.2K +$12.2K +68 New
FCA
970
FinTrust Capital Advisors
South Carolina
$11.3K – – –
JGCM
971
Joseph Group Capital Management
Ohio
$11K – – –
CASC
972
Coppell Advisory Solutions Corp
Texas
$11K +$11K +61 New
CAS
973
Coppell Advisory Solutions
Texas
$11K +$11K +61 New
Parallax Volatility Advisers
974
Parallax Volatility Advisers
California
$10.8K -$37.7M -209,940 -100%
BBPWM
975
Blue Bell Private Wealth Management
Pennsylvania
$10.8K – – –
37 38
39
40 41