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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 %
WTC
501
WhitTier Trust Company
Nevada
$689K -$87K -1,254 -11%
1IA
502
1620 Investment Advisors
Massachusetts
$688K -$9.16K -132 -1%
AWM
503
Aries Wealth Management
Maine
$683K – – –
CT
504
Coastline Trust
Rhode Island
$676K – – –
CC
505
Courier Capital
New York
$674K -$20.8K -300 -3%
CAM
506
Columbia Asset Management
Michigan
$674K – – –
SIG
507
Stonegate Investment Group
Alabama
$667K +$972 +14 +0.1%
SWP
508
Stratos Wealth Partners
Ohio
$666K -$266K -3,838 -29%
KFI
509
Key Financial Inc
Pennsylvania
$663K +$1.04K +15 +0.2%
ACA
510
Atlas Capital Advisors
Wyoming
$648K – – –
GA
511
Geller Advisors
New York
$648K +$310K +4,462 +92%
FAIM
512
Financial Advocates Investment Management
Washington
$648K -$5K -72 -0.8%
CIA
513
Cohen Investment Advisors
New Hampshire
$634K -$4.79K -69 -0.7%
HJIM
514
Henry James International Management
New York
$623K – – –
CRC
515
Curi RMB Capital
Illinois
$622K -$163K -2,355 -21%
SFS
516
Sowell Financial Services
Arkansas
$621K -$141K -2,031 -19%
HNB
517
Huntington National Bank
Ohio
$620K -$19.9K -286 -3%
FSC
518
Full Sail Capital
Oklahoma
$619K +$3.96K +57 +0.6%
TC
519
TownSquare Capital
Utah
$616K +$26.3K +379 +4%
IIC
520
Integrated Investment Consultants
Michigan
$615K -$84.5K -1,217 -12%
DI
521
DFPG Investments
Utah
$614K +$58.3K +840 +10%
OC
522
Oakworth Capital
Alabama
$611K – – –
ISWM
523
Independent Solutions Wealth Management
New York
$610K +$5.62K +81 +0.9%
SSA
524
Schonfeld Strategic Advisors
New York
$610K +$610K +8,784 New
CPIA
525
Cornell Pochily Investment Advisors
New York
$610K – – –
19 20
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