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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
LCM
276
Logan Capital Management
Pennsylvania
$1.21M -$23.3K -220 -2%
HDIM
277
Hanson & Doremus Investment Management
Vermont
$1.21M -$24.3K -229 -2%
TFIPS
278
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.2M +$1.27M +12,032 New
JWM
279
Jackson Wealth Management
Florida
$1.2M +$210K +1,981 +20%
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$1.2M -$464K -4,376 -27%
ANI
281
American National Insurance
Texas
$1.19M
RG
282
Rikoon Group
New Mexico
$1.19M -$77.3K -730 -6%
S
283
SignatureFD
Georgia
$1.18M -$841K -7,937 -40%
CQS
284
Credential Qtrade Securities
$1.18M -$5.72K -54 -0.5%
SVWAG
285
Sound View Wealth Advisors Group
Georgia
$1.17M -$10.2K -96 -0.8%
MYIA
286
Mount Yale Investment Advisors
Colorado
$1.13M -$42.3K -399 -3%
QTM
287
qPULA Trading Management
New York
$1.11M +$1.18M +11,152 New
Pacer Advisors
288
Pacer Advisors
Pennsylvania
$1.08M -$256K -2,420 -18%
NERM
289
New England Research & Management
Illinois
$1.07M +$833K +7,863 +273%
SC
290
Scotia Capital
Ontario, Canada
$1.04M +$103K +968 +10%
TRCT
291
Tower Research Capital (TRC)
New York
$1.01M +$1.05M +9,955 +5,410%
RFC
292
Regions Financial Corp
Alabama
$1M -$187K -1,763 -15%
KWMG
293
King Wealth Management Group
Florida
$990K -$39.7K -375 -4%
TPCW
294
TD Private Client Wealth
New York
$974K +$21.3K +201 +2%
RHBC
295
R.H. Bluestein & Co
Michigan
$966K +$265K +2,500 +35%
HKAM
296
Horizon Kinetics Asset Management
New York
$963K -$106K -1,000 -9%
Millennium Management
297
Millennium Management
New York
$961K -$9.79M -92,475 -91%
LA
298
LVW Advisors
New York
$946K -$50.1K -473 -5%
CL
299
CPWM LLC
Washington
$944K -$3.6K -34 -0.4%
IAMOG
300
Investors Asset Management of Georgia
Georgia
$919K -$9.32K -88 -0.9%