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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 %
GBT
476
Grove Bank & Trust
Florida
$781K +$4.3K +62 +0.6%
CFGS
477
Concourse Financial Group Securities
Alabama
$779K +$694K +9,997 +811%
AAS
478
Ameritas Advisory Services
Nebraska
$779K +$8.98K +125 +1%
GPA
479
Guerra Pan Advisors
New Jersey
$777K – – –
CA
480
Cullinan Associates
Kentucky
$775K -$2.5K -36 -0.3%
FFM
481
Forum Financial Management
Illinois
$764K +$14.6K +210 +2%
KPWS
482
Kestra Private Wealth Services
Texas
$756K +$4.65K +67 +0.6%
MWC
483
MBM Wealth Consultants
Missouri
$752K – – –
GWM
484
Guardian Wealth Management
Illinois
$752K -$4.03K -58 -0.5%
MC
485
Moors & Cabot
Massachusetts
$750K +$2.98K +43 +0.4%
SRC
486
Sage Rhino Capital
California
$748K +$10.4K +150 +1%
FIM
487
Freedom Investment Management
Connecticut
$747K -$64.6K -931 -8%
MWM
488
Meridian Wealth Management
Kentucky
$745K -$366K -5,276 -33%
AWA
489
Arete Wealth Advisors
Illinois
$739K -$109K -1,573 -13%
SACTSONJ
490
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$737K – – –
BAM
491
Berkshire Asset Management
Pennsylvania
$733K – – –
Twin Tree Management
492
Twin Tree Management
Texas
$729K +$729K +10,506 New
OC
493
Oppenheimer & Co
New York
$723K -$53.1K -765 -7%
CG
494
Caprock Group
Idaho
$709K +$119K +1,711 +20%
LSAG
495
Lake Street Advisors Group
New Hampshire
$705K -$26K -375 -4%
AWM
496
Affinity Wealth Management
Delaware
$701K – – –
PP
497
PDS Planning
Ohio
$700K +$187K +2,692 +36%
SG
498
Stonnington Group
California
$697K +$37.4K +500 +6%
Empower Advisory Group
499
Empower Advisory Group
Colorado
$695K +$695K +9,944 New
JGGDR
500
JGP Global Gestao de Recursos
Brazil
$693K +$19.1K +275 +3%
18 19
20
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