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AstraZeneca
AZN

Overview Fund Activity

1,124 hedge funds and large institutions have $34B invested in AstraZeneca in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 395 increasing their positions, 360 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,124
Holders Change
+54
Holders Change %
+5.05%
% of All Funds
16.48%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
147
Increased
395
Reduced
360
Closed
74
Calls
$470M
Puts
$416M
Net Calls
+$53.8M
Net Calls Change
-$188M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$795M
2
Sanders Capital
Sanders Capital
Florida
+$278M
3
MNG
Manning & Napier Group
New York
+$138M
4
ClearBridge Investments
ClearBridge Investments
New York
+$131M
5
Holocene Advisors
Holocene Advisors
New York
+$115M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$351M
2
FCM
Farallon Capital Management
California
-$151M
3
WCM Investment Management
WCM Investment Management
California
-$132M
4
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$126M
5
Artisan Partners
Artisan Partners
Wisconsin
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
476
Confluence Wealth Services
Pennsylvania
$894K -$50K -742 -5%
MSWM
477
Mowery & Schoenfeld Wealth Management
Illinois
$893K +$893K +13,255 New
SIG
478
Stonegate Investment Group
Alabama
$891K +$258K +3,824 +41%
IWM
479
IHT Wealth Management
Illinois
$885K -$33.9K -503 -4%
WFI
480
West Family Investments
California
$881K -$4.58K -68 -0.5%
HWM
481
Hohimer Wealth Management
Washington
$879K – – –
IB
482
Intrust Bank
Kansas
$878K -$4.45K -66 -0.5%
AG
483
Advocate Group
Minnesota
$873K -$67.7K -1,005 -7%
RCA
484
Riverview Capital Advisers
Massachusetts
$873K +$2.49K +37 +0.3%
MOS
485
MGO One Seven
Ohio
$871K +$466K +6,917 +115%
MAM
486
Marotta Asset Management
Virginia
$869K -$16.8K -249 -2%
VT
487
Vise Technologies
New York
$869K +$16.1K +239 +2%
FAB
488
First American Bank
Illinois
$863K -$3.19M -47,369 -79%
CBFP
489
Cedar Brook Financial Partners
Ohio
$863K -$43.5K -629 -5%
TYCC
490
Texas Yale Capital Corp
Florida
$862K +$10.6K +157 +1%
BOH
491
Bank of Hawaii
Hawaii
$858K -$211K -3,129 -20%
P
492
Pitcairn
Pennsylvania
$850K +$326K +4,846 +62%
SWM
493
Stockman Wealth Management
Montana
$849K – – –
9WM
494
9258 Wealth Management
Ohio
$847K -$20.5K -305 -2%
FAIM
495
Financial Advocates Investment Management
Washington
$847K +$99K +1,470 +13%
DC
496
Davenport & Co
Virginia
$846K -$2.96K -44 -0.3%
MPPW
497
Mitchell & Pahl Private Wealth
Oklahoma
$845K -$15.1K -224 -2%
SIA
498
Schechter Investment Advisors
Michigan
$841K -$32.5K -482 -4%
KWM
499
Koa Wealth Management
California
$832K +$832K +12,360 New
MWA
500
Moser Wealth Advisors
Washington
$831K +$9.7K +144 +1%
18 19
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