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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
$701M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$664M
3
Goldman Sachs
Goldman Sachs
New York
$495M
4
LPC
Lone Pine Capital
Connecticut
$243M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$227M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$490M
2
Renaissance Technologies
Renaissance Technologies
New York
$9.33M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$78.6M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$8.04B
5
Bank of America
Bank of America
North Carolina
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1001
MinichMacGregor Wealth Management
New York
$5.39K +$5.39K +30 New
KFP
1002
KB Financial Partners
New Jersey
$5K -$2.24K -13 -31%
RA
1003
Rise Advisors
New York
$4.85K – – –
BHWM
1004
Beaird Harris Wealth Management
Texas
$4.67K +$4.67K +26 New
TWD
1005
True Wealth Design
Ohio
$4.31K +$4.31K +24 New
VCM
1006
Versant Capital Management
Arizona
$4.13K -$61.2K -341 -94%
BWM
1007
BerganKDV Wealth Management
Minnesota
$4.13K +$180 +1 +5%
CTA
1008
Colonial Trust Advisors
South Carolina
$4.13K +$4.13K +23 New
MUMSS
1009
Mitsubishi UFJ Morgan Stanley Securities
Japan
$4K -$6K -30 -60%
ANBT
1010
American National Bank & Trust
Texas
$4K -$2.1K -11 -34%
ST
1011
Smithfield Trust
Pennsylvania
$4K – – –
PPC
1012
Park Place Capital
Alabama
$4K +$4K +23 New
CPG
1013
Cornerstone Planning Group
New Jersey
$3.81K +$3.81K +20 New
DCM
1014
Davidson Capital Management
Texas
$3.77K +$718 +4 +24%
PS
1015
PayPay Securities
Japan
$3.59K +$3.59K +20 New
RTL
1016
Red Tortoise LLC
Georgia
$3.59K +$3.59K +20 New
SIC
1017
SJS Investment Consulting
Ohio
$3.41K +$2.16K +12 +171%
WWP
1018
WR Wealth Planners
Missouri
$3.23K – – –
DI
1019
Disciplined Investments
Oklahoma
$3.05K +$1.44K +8 +89%
SC
1020
Sierra Capital
Florida
$3K +$3K +17 New
PCM
1021
Penserra Capital Management
California
$3K +$3K +22 New
FMII
1022
Farmers & Merchants Investments Inc
Nebraska
$2.69K – – –
1832 Asset Management
1023
1832 Asset Management
Ontario, Canada
$2.69K – – –
MFT
1024
Moisand Fitzgerald Tamayo
Florida
$2.69K +$2.51K +14 +1,400%
MA
1025
MCF Advisors
Kentucky
$2.52K +$1.26K +7 +100%
39 40
41
42 43