MRNA icon

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 %
FGAM
1026
Financial Gravity Asset Management
Texas
$2.51K -$987 -580 -28%
TF
1027
Tompkins Financial
New York
$2K – – –
HFS
1028
HBC Financial Services
Washington
$2K – – –
WPA
1029
West Paces Advisors
Georgia
$1.98K +$1.98K +11 New
OIS
1030
Okabena Investment Services
Minnesota
$1.98K +$1.98K +11 New
CIBC Private Wealth Group
1031
CIBC Private Wealth Group
Georgia
$1.9K +$1.53K +8,496 +409%
RFS
1032
Retirement Financial Solutions
Tennessee
$1.8K +$1.8K +10 New
TWP
1033
TFO Wealth Partners
Ohio
$1.67K +$1.67K +23 New
SWM
1034
Sanctuary Wealth Management
Idaho
$1.62K +$1.62K +9 New
ECM
1035
Everence Capital Management
Indiana
$1.47K -$435 -2,420 -23%
FPFS
1036
First Personal Financial Services
North Carolina
$1.44K -$898 -5 -38%
TCM
1037
Tradewinds Capital Management
Washington
$1.44K – – –
NC
1038
NewSquare Capital
Pennsylvania
$1.44K +$719 +4 +100%
FWM
1039
Focused Wealth Management
New York
$1.26K – – –
NSIM
1040
North Star Investment Management
Illinois
$1.08K +$1.08K +6 New
CWC
1041
Carolinas Wealth Consulting
North Carolina
$1.08K +$1.08K +6 New
TCA
1042
Trifecta Capital Advisors
Illinois
$1.08K +$1.08K +6 New
TVWM
1043
Tower View Wealth Management
Wisconsin
$1K – – –
SFCL
1044
Strengthening Families & Communities LLC
Massachusetts
$1K +$250 +1 +33%
BWM
1045
Baystate Wealth Management
Massachusetts
$1K +$1K +5 New
SFG
1046
Steward Financial Group
Texas
$1K +$1K +6 New
CWA
1047
Clearview Wealth Advisors
Oregon
$898 -$21.6K -120 -96%
CFB
1048
Cullen/Frost Bankers
Texas
$718 -$539 -3 -43%
CWM
1049
Cranbrook Wealth Management
Michigan
$718 – – –
WA
1050
WestEnd Advisors
North Carolina
$718 – – –
40 41
42
43 44