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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 %
MWC
501
MBM Wealth Consultants
Missouri
$771K +$129K +1,936 +20%
E
502
Ergoteles
New York
$765K -$2.09M -29,224 -73%
LSAG
503
Lake Street Advisors Group
New Hampshire
$763K +$36.4K +508 +5%
SACTSONJ
504
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$760K – – –
BAM
505
Berkshire Asset Management
Pennsylvania
$756K – – –
QWM
506
QP Wealth Management
New Jersey
$753K +$753K +10,527 New
AWA
507
Arete Wealth Advisors
Illinois
$752K -$10.6K -148 -1%
PP
508
PDS Planning
Ohio
$745K +$23.5K +328 +3%
HNB
509
Huntington National Bank
Ohio
$744K +$104K +1,458 +16%
ISWM
510
Independent Solutions Wealth Management
New York
$743K +$114K +1,599 +18%
Empower Advisory Group
511
Empower Advisory Group
Colorado
$740K +$28.4K +397 +4%
FIM
512
Freedom Investment Management
Connecticut
$740K -$30.3K -423 -4%
AWM
513
Affinity Wealth Management
Delaware
$737K +$14.6K +204 +2%
FCCM
514
First City Capital Management
Georgia
$729K -$102K -1,422 -12%
WTC
515
WhitTier Trust Company
Nevada
$728K +$18.2K +254 +3%
FRM
516
Fox Run Management
Connecticut
$725K +$725K +10,130 New
STA
517
Summit Trail Advisors
New York
$718K +$353K +4,931 +97%
1IA
518
1620 Investment Advisors
Massachusetts
$710K +$644 +9 +0.1%
JGGDR
519
JGP Global Gestao de Recursos
Brazil
$709K -$5.87K -82 -0.8%
AWM
520
Aries Wealth Management
Maine
$705K – – –
KFI
521
Key Financial Inc
Pennsylvania
$701K +$17.1K +239 +3%
XT
522
XTX Topco
Cayman Islands
$700K +$700K +9,779 New
CT
523
Coastline Trust
Rhode Island
$697K – – –
CC
524
Courier Capital
New York
$695K – – –
CAM
525
Columbia Asset Management
Michigan
$695K – – –
19 20
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