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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
SI
301
Stephens Inc
Arkansas
$912K +$4.03K +38 +0.4%
PVWM
302
Point View Wealth Management
New Jersey
$910K -$28.5K -269 -3%
CM
303
Columbus Macro
Pennsylvania
$905K -$52.6K -497 -5%
EI
304
Ethic Inc
New York
$905K +$188K +1,778 +24%
CG
305
Colony Group
Massachusetts
$894K +$318K +3,001 +51%
HWM
306
Hohimer Wealth Management
Washington
$888K -$741 -7 -0.1%
Cerity Partners
307
Cerity Partners
New York
$885K +$241K +2,273 +35%
BNP Paribas Financial Markets
308
BNP Paribas Financial Markets
France
$884K +$307K +2,894 +49%
TYCC
309
Texas Yale Capital Corp
Florida
$876K +$10.6K +100 +1%
DADC
310
D.A. Davidson & Co
Montana
$865K -$318 -3 -0%
HCM
311
Howland Capital Management
Massachusetts
$846K -$48.2K -455 -5%
S
312
SimplyRich
California
$846K
ECM
313
ExodusPoint Capital Management
New York
$840K -$224K -2,113 -20%
IWM
314
IHT Wealth Management
Illinois
$835K +$32.5K +307 +4%
BC
315
Bridgefront Capital
Texas
$825K +$874K +8,248 New
CF
316
Centaurus Financial
California
$822K +$71.6K +676 +9%
CAN
317
Cetera Advisor Networks
California
$806K -$62.2K -587 -7%
AAM
318
Azzad Asset Management
Virginia
$801K +$24.6K +232 +3%
GBBWRPM
319
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$800K +$847K +8,000 New
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$796K +$336K +3,170 +66%
VFA
321
Voya Financial Advisors
Connecticut
$787K -$52.3K -494 -6%
SPC
322
Sigma Planning Corp
Michigan
$781K -$313K -2,952 -27%
RCA
323
Ranch Capital Advisors
Florida
$774K +$4.24K +40 +0.5%
TNA
324
True North Advisors
Texas
$767K
VPIM
325
Vanguard Personalized Indexing Management
California
$765K -$59.7K -564 -7%