AZN icon

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 %
DWM
426
Dakota Wealth Management
Florida
$969K +$19.2K +277 +2%
CW
427
Channel Wealth
California
$959K +$959K +13,813 New
YAVAPFMC
428
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$955K -$609K -8,800 -39%
BOH
429
Bank of Hawaii
Hawaii
$954K +$187K +2,693 +24%
HCM
430
Howland Capital Management
Massachusetts
$952K -$58.8K -847 -6%
CCIA
431
Campbell & Co Investment Adviser
Maryland
$952K +$952K +13,716 New
CBFP
432
Cedar Brook Financial Partners
Ohio
$944K +$24.5K +353 +3%
CWS
433
Confluence Wealth Services
Pennsylvania
$938K +$3.33K +48 +0.4%
AIM
434
Allen Investment Management
New York
$934K – – –
PVH
435
Psagot Value Holdings
Israel
$933K +$933K +13,600 New
HWM
436
Hohimer Wealth Management
Washington
$931K +$724K +10,428 +349%
BHPW
437
Beverly Hills Private Wealth
California
$931K +$127K +1,823 +16%
PA
438
Parallel Advisors
California
$930K +$12.4K +178 +1%
IWM
439
IHT Wealth Management
Illinois
$928K +$2.92K +42 +0.3%
Fifth Third Bancorp
440
Fifth Third Bancorp
Ohio
$916K +$142K +2,048 +18%
DC
441
Davenport & Co
Virginia
$915K -$1.3M -18,729 -59%
SIA
442
Schechter Investment Advisors
Michigan
$903K -$5.28K -76 -0.6%
RCA
443
Riverview Capital Advisers
Massachusetts
$897K – – –
AIP
444
Ameritas Investment Partners
Nebraska
$896K -$5K -72 -0.6%
VT
445
Vise Technologies
New York
$881K +$97.8K +1,409 +12%
9WM
446
9258 Wealth Management
Ohio
$881K -$24.4K -352 -3%
LJAC
447
L.J. Altfest & Co
New York
$875K -$4.86K -70 -0.6%
SWM
448
Stockman Wealth Management
Montana
$875K – – –
FCA
449
FinTrust Capital Advisors
South Carolina
$873K – – –
SN
450
Sittner & Nelson
Oregon
$873K +$49.1K +707 +6%
16 17
18
19 20