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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 %
UB
476
UMB Bank
Missouri
$859K – – –
GWM
477
Geneos Wealth Management
Colorado
$859K +$37.6K +525 +5%
EFMC
478
Empire Financial Management Company
New York
$859K – – –
Connor, Clark & Lunn Investment Management (CC&L)
479
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$846K +$40.4K +565 +5%
HCM
480
Howland Capital Management
Massachusetts
$845K -$137K -1,911 -14%
SN
481
Sittner & Nelson
Oregon
$840K -$60.5K -845 -7%
GD
482
Grandfield & Dodd
New York
$838K -$55K -769 -6%
MPPW
483
Mitchell & Pahl Private Wealth
Oklahoma
$826K +$13.2K +184 +2%
CA
484
Cullinan Associates
Kentucky
$825K +$25.7K +359 +3%
SC
485
Schiavi & Co
Delaware
$821K – – –
CRI
486
Colonial River Investments
Virginia
$819K +$819K +11,448 New
SRC
487
Sage Rhino Capital
California
$813K +$42.1K +588 +5%
SMH
488
Sanders Morris Harris
Texas
$811K +$811K +12,372 New
VIM
489
VELA Investment Management
Ohio
$808K – – –
PCP
490
Proficio Capital Partners
Massachusetts
$805K -$7.44K -104 -0.9%
VVP
491
Venture Visionary Partners
Ohio
$804K -$6.51K -91 -0.8%
GPA
492
Guerra Pan Advisors
New Jersey
$802K – – –
GBT
493
Grove Bank & Trust
Florida
$799K -$6.37K -89 -0.8%
UFF
494
USA Financial Formulas
Michigan
$798K +$798K +11,148 New
RFC
495
Regions Financial Corp
Alabama
$794K -$924K -12,917 -54%
TC
496
TownSquare Capital
Utah
$789K +$154K +2,155 +24%
FFM
497
Forum Financial Management
Illinois
$787K -$1.22K -17 -0.2%
WA
498
Wealth Alliance
New York
$777K -$44.9K -628 -5%
CG
499
Caprock Group
Idaho
$776K +$44.7K +625 +6%
GWM
500
Guardian Wealth Management
Illinois
$774K -$1K -14 -0.1%
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