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AstraZeneca
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Overview Fund Activity

1,086 hedge funds and large institutions have $35.3B invested in AstraZeneca in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 337 increasing their positions, 388 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+36
Holders Change %
+3.43%
% of All Funds
17.13%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
112
Increased
337
Reduced
388
Closed
67
Calls
$641M
Puts
$815M
Net Calls
-$174M
Net Calls Change
-$195M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$402M
2
SI
Sofinnova Investments
California
+$121M
3
Goldman Sachs
Goldman Sachs
New York
+$94M
4
EIP
Epoch Investment Partners
New York
+$73.1M
5
Ameriprise
Ameriprise
Minnesota
+$59.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$427M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$272M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$252M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$200M
5
BlackRock
BlackRock
New York
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
451
Sowell Financial Services
Arkansas
$959K +$319K +4,457 +50%
MAM
452
Marotta Asset Management
Virginia
$959K +$959K +13,394 New
HWM
453
Hohimer Wealth Management
Washington
$954K -$5.87K -82 -0.6%
CWP
454
Cyndeo Wealth Partners
Florida
$950K -$59.2K -827 -6%
SWS
455
SYSTM Wealth Solutions
Illinois
$948K +$89.7K +1,253 +10%
PWP
456
Phillips Wealth Planners
Mississippi
$946K -$7.09K -99 -0.7%
V
457
Veritable
Delaware
$945K +$49.5K +692 +6%
WFI
458
West Family Investments
California
$936K +$936K +13,081 New
IWM
459
IHT Wealth Management
Illinois
$934K -$23.3K -325 -2%
CBFP
460
Cedar Brook Financial Partners
Ohio
$931K -$42.7K -597 -4%
SWP
461
Stratos Wealth Partners
Ohio
$930K +$243K +3,394 +35%
RCA
462
Riverview Capital Advisers
Massachusetts
$925K – – –
AIP
463
Ameritas Investment Partners
Nebraska
$919K -$4.8K -67 -0.5%
4WM
464
44 Wealth Management
Oregon
$912K -$109K -1,521 -11%
9WM
465
9258 Wealth Management
Ohio
$909K +$1K +14 +0.1%
IB
466
Intrust Bank
Kansas
$907K +$20.6K +288 +2%
SWM
467
Stockman Wealth Management
Montana
$902K – – –
BPA
468
Beacon Pointe Advisors
California
$895K -$139K -1,944 -13%
FCA
469
FinTrust Capital Advisors
South Carolina
$892K – – –
MWA
470
Moser Wealth Advisors
Washington
$888K +$888K +12,401 New
HF
471
HRT Financial
New York
$883K +$883K +12,338 New
RCM
472
RB Capital Management
Nevada
$869K -$1.07K -15 -0.1%
FAM
473
Flaharty Asset Management
Florida
$866K – – –
CFGS
474
Concourse Financial Group Securities
Alabama
$863K +$59.6K +833 +7%
VFA
475
Voya Financial Advisors
Connecticut
$863K +$3.19K +45 +0.4%
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