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Moderna
MRNA

Overview Fund Activity

976 hedge funds and large institutions have $34.3B invested in Moderna in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 346 increasing their positions, 354 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
976
Holders Change
-25
Holders Change %
-2.5%
% of All Funds
16.5%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
99
Increased
346
Reduced
354
Closed
110
Calls
$5.06B
Puts
$2.32B
Net Calls
+$2.74B
Net Calls Change
-$528M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$624M
2
Goldman Sachs
2
Goldman Sachs
New York
$396M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$485M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.95B
5
Morgan Stanley
5
Morgan Stanley
New York
$497M

Top Sellers

1
FP
1
Flagship Pioneering
Massachusetts
$1.84B
2
BlackRock
2
BlackRock
New York
$3.75B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$312M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$3.83M
5
Coatue Management
5
Coatue Management
New York
$815M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
1026
Csenge Advisory Group
Florida
– -$225K -1,305 Closed
NFG
1027
Nadler Financial Group
Illinois
– -$223K -1,295 Closed
PGWM
1028
Parisi Gray Wealth Management
New Jersey
– -$223K -1,292 Closed
CFG
1029
Cooper Financial Group
California
– -$222K -1,287 Closed
STA
1030
Summit Trail Advisors
New York
– -$219K -1,274 Closed
FPAS
1031
Focus Partners Advisor Solutions
Missouri
– -$219K -1,271 Closed
AC
1032
Aristides Capital
Kentucky
– -$218K -1,268 Closed
CCA
1033
Childress Capital Advisors
Texas
– -$217K -1,257 Closed
BFPW
1034
BOK Financial Private Wealth
Colorado
– -$216K -1,253 Closed
BBP
1035
Banco BTG Pactual
Brazil
– -$215K -1,250 Closed
ETM
1036
Euclidean Technologies Management
Washington
– -$215K -1,246 Closed
QC
1037
QCM Cayman
Texas
– -$214K -1,244 Closed
VHAM
1038
Van Hulzen Asset Management
California
– -$214K -1,244 Closed
MCWS
1039
McKinley Carter Wealth Services
West Virginia
– -$214K -1,240 Closed
MMA
1040
Miracle Mile Advisors
California
– -$213K -1,239 Closed
EWM
1041
Evercore Wealth Management
New York
– -$213K -1,235 Closed
LA
1042
Latitude Advisors
Florida
– -$212K -1,230 Closed
DAS
1043
Dynamic Advisor Solutions
Arizona
– -$209K -1,215 Closed
CIA
1044
Capital Investment Advisors
Georgia
– -$207K -1,204 Closed
AP
1045
Advisors Preferred
Maryland
– -$210K -1,189 Closed
SB
1046
Strategic Blueprint
Georgia
– -$205K -1,188 Closed
MWM
1047
Minot Wealth Management
Massachusetts
– -$205K -1,188 Closed
HSA
1048
HBK Sorce Advisory
Pennsylvania
– -$204K -1,187 Closed
AWM
1049
Axxcess Wealth Management
California
– -$204K -1,186 Closed
CHAM
1050
Clear Harbor Asset Management
Connecticut
– -$204K -1,185 Closed
40 41
42
43 44