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AstraZeneca
AZN

Overview Fund Activity

782 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, 270 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+63
Holders Change %
+8.76%
% of All Funds
13.88%
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
270
Reduced
226
Closed
76
Calls
$451M
Puts
$420M
Net Calls
+$31.1M
Net Calls Change
+$28.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$256M
2
GQG Partners
GQG Partners
Florida
+$231M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$212M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$188M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$154M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$1.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$947M
3
Dodge & Cox
Dodge & Cox
California
-$575M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$175M
5
Capital International Investors
Capital International Investors
California
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAM2
451
Tru Independence Asset Management 2
Oregon
$355K +$355K +7,109 New
JCM
452
Jacobi Capital Management
Pennsylvania
$354K +$61K +1,220 +21%
Lido Advisors
453
Lido Advisors
California
$352K +$352K +7,054 New
IC
454
Inverness Counsel
New York
$350K – – –
LIM
455
Leavell Investment Management
Alabama
$348K +$83.2K +1,667 +31%
PCG
456
Private Capital Group
Connecticut
$347K +$24.3K +486 +8%
BAM
457
Belpointe Asset Management
Nevada
$346K -$173K -3,451 -33%
JCM
458
Jag Capital Management
Missouri
$345K +$22.8K +456 +7%
IA
459
IFP Advisors
Florida
$345K +$32.7K +663 +10%
ClearBridge Investments
460
ClearBridge Investments
New York
$344K – – –
CFN
461
Cordasco Financial Network
Florida
$343K – – –
BP
462
Ballentine Partners
Massachusetts
$342K -$24.5K -490 -7%
FIM
463
Freedom Investment Management
Connecticut
$341K -$64.7K -1,292 -16%
CSPIA
464
Cary Street Partners Investment Advisory
Virginia
$340K +$332K +6,649 +4,433%
LFAS
465
Level Four Advisory Services
Texas
$333K +$2.7K +54 +0.8%
FBB
466
Fulton Breakefield Broenniman
Maryland
$332K -$88.4K -1,771 -21%
BFEC
467
Benjamin F. Edwards & Company
Missouri
$331K +$95.6K +1,915 +41%
Credit Agricole
468
Credit Agricole
France
$328K +$328K +6,570 New
HCM
469
Hollencrest Capital Management
California
$325K +$325K +6,500 New
WT
470
Whittier Trust
California
$318K – – –
PWPS
471
Pinnacle Wealth Planning Services
Ohio
$318K +$19.1K +383 +6%
CWM
472
Chesapeake Wealth Management
Virginia
$315K -$261K -5,231 -45%
AWM
473
Affinity Wealth Management
Delaware
$315K – – –
CAM
474
Cresset Asset Management
Illinois
$313K -$36.9K -739 -11%
EWA
475
EP Wealth Advisors
California
$312K +$312K +6,232 New
17 18
19
20 21