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AstraZeneca
AZN

Overview Fund Activity

1,050 hedge funds and large institutions have $35B invested in AstraZeneca in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 406 increasing their positions, 348 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
-7
Holders Change %
-0.66%
% of All Funds
16.81%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.21%
New
86
Increased
406
Reduced
348
Closed
69
Calls
$487M
Puts
$466M
Net Calls
+$21.3M
Net Calls Change
+$20.1M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$756M
2
GQG Partners
GQG Partners
Florida
+$302M
3
Morgan Stanley
Morgan Stanley
New York
+$189M
4
Goldman Sachs
Goldman Sachs
New York
+$107M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$88.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$678M
2
BlackRock
BlackRock
New York
-$212M
3
Capital International Investors
Capital International Investors
California
-$185M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$135M
5
Marshall Wace
Marshall Wace
United Kingdom
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
376
Dorsey & Whitney Trust
South Dakota
$1.25M -$36.4K -524 -3%
BEI
377
Benjamin Edwards Inc
Missouri
$1.24M -$236K -3,405 -16%
MFG
378
Monumental Financial Group
Maryland
$1.24M +$90K +1,297 +8%
CIC
379
Carnegie Investment Counsel
Ohio
$1.24M +$31.4K +452 +3%
GRP
380
Global Retirement Partners
California
$1.24M +$238K +3,195 +24%
AWM
381
Apollon Wealth Management
South Carolina
$1.23M -$213K -3,064 -15%
FFA
382
Fragasso Financial Advisors
Pennsylvania
$1.23M +$33.9K +489 +3%
MCC
383
Malaga Cove Capital
California
$1.21M +$2.71K +39 +0.2%
COI
384
Connable Office Inc
Michigan
$1.21M – – –
MCM
385
Mitchell Capital Management
Kansas
$1.21M +$4.65K +67 +0.4%
TPCW
386
TD Private Client Wealth
New York
$1.2M -$601K -8,663 -33%
ECM
387
Evergreen Capital Management
Washington
$1.19M +$32.1K +463 +3%
LIM
388
Leavell Investment Management
Alabama
$1.19M -$221K -3,186 -16%
S
389
SimplyRich
California
$1.18M – – –
PCS
390
Personal CFO Solutions
New Jersey
$1.17M +$98.9K +1,425 +9%
AWM
391
AE Wealth Management
Kansas
$1.16M -$32.8K -473 -3%
SWM
392
SeaCrest Wealth Management
New York
$1.16M -$18.9K -273 -2%
GP
393
Geneva Partners
Wisconsin
$1.16M -$12.5K -180 -1%
HSBC Holdings
394
HSBC Holdings
United Kingdom
$1.15M -$13.3M -191,492 -92%
HDIM
395
Hanson & Doremus Investment Management
Vermont
$1.14M -$20.3K -292 -2%
DBG
396
De Burlo Group
Massachusetts
$1.13M – – –
IWC
397
Integrated Wealth Concepts
Massachusetts
$1.13M -$2.22M -31,992 -66%
TFS
398
Thoroughbred Financial Services
Tennessee
$1.13M +$217K +3,131 +24%
CWM
399
Calamos Wealth Management
Illinois
$1.12M +$92.7K +1,335 +9%
MIP
400
Marietta Investment Partners
Wisconsin
$1.11M -$19.9K -286 -2%
14 15
16
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