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AstraZeneca
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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 %
V
451
Veritable
Delaware
$869K +$93.6K +1,348 +12%
GD
452
Grandfield & Dodd
New York
$866K -$13.1K -189 -1%
IB
453
Intrust Bank
Kansas
$859K +$69.6K +1,003 +9%
VIA
454
Vident Investment Advisory
Georgia
$858K +$212K +3,055 +33%
FCCM
455
First City Capital Management
Georgia
$850K -$73 -1 -0%
AWM
456
Axxcess Wealth Management
California
$847K +$479K +6,898 +130%
RCM
457
RB Capital Management
Nevada
$844K +$7.98K +115 +1%
FAM
458
Flaharty Asset Management
Florida
$840K -$1.74K -25 -0.2%
VFA
459
Voya Financial Advisors
Connecticut
$840K +$29.6K +428 +4%
BP
460
Ballentine Partners
Massachusetts
$835K -$2.78K -40 -0.3%
UB
461
UMB Bank
Missouri
$833K +$16.2K +234 +2%
EFMC
462
Empire Financial Management Company
New York
$833K +$833K +12,000 New
SWS
463
SYSTM Wealth Solutions
Illinois
$832K -$2.36K -34 -0.3%
TSS
464
Two Sigma Securities
New York
$813K -$29.2K -421 -3%
PAM
465
Panagora Asset Management
Massachusetts
$807K +$807K +11,630 New
BAM
466
Belpointe Asset Management
Nevada
$802K +$47.4K +683 +6%
WS
467
Wedbush Securities
California
$801K -$132K -1,899 -14%
WA
468
Wealth Alliance
New York
$797K -$45.9K -661 -5%
GWM
469
Geneos Wealth Management
Colorado
$797K -$98.8K -1,424 -11%
SC
470
Schiavi & Co
Delaware
$796K +$796K +11,471 New
MPPW
471
Mitchell & Pahl Private Wealth
Oklahoma
$788K +$13.3K +191 +2%
PCP
472
Proficio Capital Partners
Massachusetts
$788K +$788K +11,354 New
VVP
473
Venture Visionary Partners
Ohio
$786K +$3.89K +56 +0.5%
VIM
474
VELA Investment Management
Ohio
$784K +$231K +3,326 +42%
Connor, Clark & Lunn Investment Management (CC&L)
475
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$782K -$4.89M -70,498 -86%
17 18
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