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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
GVAG
251
Great Valley Advisor Group
Delaware
$1.46M +$52.9K +499 +4%
Mariner
252
Mariner
Kansas
$1.46M -$393K -3,706 -20%
NHC
253
Nicholas Hoffman & Company
Georgia
$1.46M +$53K +500 +4%
SCM
254
Seascape Capital Management
New Hampshire
$1.46M -$77.8K -735 -5%
CIAS
255
Capital Investment Advisory Services
North Carolina
$1.42M -$1.27K -12 -0.1%
GTCM
256
Gyon Technologies Capital Management
New Jersey
$1.41M +$1.5M +14,122 New
TF
257
TIAA FSB
Florida
$1.38M -$112K -1,053 -7%
GT
258
Greenleaf Trust
Michigan
$1.38M -$16K -151 -1%
EIM
259
Essex Investment Management
Massachusetts
$1.38M -$2.11M -19,913 -59%
MNBTD
260
Moody National Bank Trust Division
Texas
$1.37M -$33.3K -314 -2%
DWM
261
Doyle Wealth Management
Florida
$1.37M -$219K -2,071 -13%
CII
262
Capital International Inc
California
$1.37M +$16.3K +154 +1%
FBT
263
First Bankers Trust
Kentucky
$1.36M -$19.6K -185 -1%
XS
264
XR Securities
Illinois
$1.36M +$742K +7,001 +105%
SWP
265
Stratos Wealth Partners
Ohio
$1.36M +$894K +8,443 +163%
FWM
266
Frontier Wealth Management
Missouri
$1.35M -$7.94K -75 -0.6%
AI
267
Ariel Investments
Illinois
$1.32M +$1.4M +13,203 New
QP
268
Quilter Plc
United Kingdom
$1.31M +$504K +4,763 +99%
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$1.29M +$388K +3,660 +39%
IWC
270
Integrated Wealth Concepts
Massachusetts
$1.29M +$143K +1,348 +12%
BC
271
Barnett & Company
Tennessee
$1.27M -$222K -2,100 -14%
KFBMI
272
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.25M
RJT
273
Raymond James Trust
Florida
$1.24M -$237K -2,242 -15%
OC
274
Oppenheimer & Co
New York
$1.24M -$180K -1,697 -12%
QSS
275
Quantitative Systematic Strategies
Florida
$1.22M +$1.29M +12,170 New