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AstraZeneca

785 hedge funds and large institutions have $19.7B invested in AstraZeneca in 2020 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 271 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 618 (+12)

97% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 76

20% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 226

9% more funds holding

Funds holding: 722785 (+63)

7% more call options, than puts

Call options by funds: $451M | Put options by funds: $420M

0.52% less ownership

Funds ownership: 15.52%15% (-0.52%)

12% less capital invested

Capital invested by funds: $22.3B → $19.7B (-$2.63B)

Holders
785
Holders Change
+63
Holders Change %
+8.73%
% of All Funds
13.89%
Holding in Top 10
18
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+200%
% of All Funds
0.32%
New
150
Increased
271
Reduced
226
Closed
76
Calls
$451M
Puts
$420M
Net Calls
+$31.1M
Net Calls Change
+$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
226
Naples Global Advisors
Florida
$1.79M +$30.4K +287 +2%
AAS
227
Avantax Advisory Services
Texas
$1.78M -$1.31M -12,412 -41%
SC
228
Searle & Co
Connecticut
$1.78M +$10.6K +100 +0.6%
OFA
229
Oak Family Advisors
Illinois
$1.78M +$1.88M +17,761 New
CIS
230
Capital International Sarl
California
$1.77M -$205K -1,931 -10%
CSS
231
Cubist Systematic Strategies
Connecticut
$1.74M -$2.43M -22,922 -57%
B
232
Bailard
California
$1.71M -$443K -4,185 -20%
PRS
233
Pinkerton Retirement Specialists
Idaho
$1.71M -$75.7K -715 -4%
TWI
234
Thomas White International
Illinois
$1.71M +$13.6K +128 +0.8%
AP
235
Advisor Partners
California
$1.7M -$286K -2,704 -14%
BOH
236
Bank of Hawaii
Hawaii
$1.69M -$332K -3,132 -16%
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$1.68M -$419K -3,960 -19%
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$1.68M -$55.5K -524 -3%
VIA
239
Vident Investment Advisory
Georgia
$1.64M +$328K +3,093 +23%
AIM
240
Aigen Investment Management
New York
$1.63M +$1.73M +16,288 New
CBB
241
Citizens Business Bank
California
$1.63M
HT
242
HAP Trading
New York
$1.62M +$46.7K +441 +3%
Marshall Wace
243
Marshall Wace
United Kingdom
$1.57M +$1.67M +15,722 New
SEC
244
Seven Eight Capital
New York
$1.55M +$1.64M +15,525 New
PA
245
Pinnacle Associates
New York
$1.54M +$297K +2,806 +22%
GWMIA
246
Global Wealth Management Investment Advisory
Florida
$1.53M +$49K +463 +3%
GF
247
Gabelli Funds
New York
$1.52M -$556K -5,250 -26%
GCM
248
Galibier Capital Management
Ontario, Canada
$1.48M +$238K +2,250 +18%
Norges Bank
249
Norges Bank
Norway
$1.47M
RFA
250
Reilly Financial Advisors
California
$1.47M +$12.5K +118 +0.8%