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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 %
TNA
526
True North Advisors
Texas
$606K -$303K -4,366 -33%
PSP
527
Principal Street Partners
Tennessee
$605K -$22K -317 -4%
NP
528
Nilsine Partners
Colorado
$604K +$604K +8,696 New
SAS
529
Stelac Advisory Services
New York
$602K +$602K +8,678 New
BIP
530
Blueprint Investment Partners
North Carolina
$598K +$51.5K +742 +9%
WCP
531
Wick Capital Partners
Pennsylvania
$597K -$12.5K -180 -2%
HSA
532
HBK Sorce Advisory
Pennsylvania
$591K -$651K -9,375 -52%
BCA
533
Bray Capital Advisors
Florida
$590K – – –
GAM
534
Garrison Asset Management
Arkansas
$587K -$11.2K -161 -2%
CGIM
535
Capital Group Investment Management
Singapore
$586K -$96.8K -1,394 -14%
AWM
536
Accurate Wealth Management
Florida
$584K +$554K +7,684 +1,830%
CTC
537
Central Trust Company
Missouri
$583K +$16.2K +234 +3%
GDP
538
Great Diamond Partners
Maine
$583K +$4.65K +67 +0.8%
CUAMC
539
China Universal Asset Management Company
China
$580K +$149K +2,144 +35%
HW
540
Hancock Whitney
Mississippi
$579K -$38.9K -561 -6%
CL
541
COWA LLC
Oklahoma
$575K +$459K +34,435 +396%
MA
542
Mutual Advisors
Nebraska
$570K -$74.1K -1,067 -11%
KIA
543
KCM Investment Advisors
California
$568K -$41.6K -600 -7%
HFS
544
Howard Financial Services
Texas
$568K +$7.98K +115 +1%
SWM
545
Spire Wealth Management
Virginia
$562K -$8.54K -123 -1%
PCIA
546
Prime Capital Investment Advisors
Kansas
$559K +$200K +2,885 +56%
Vontobel Holding
547
Vontobel Holding
Switzerland
$556K +$340K +4,905 +158%
AAM
548
AR Asset Management
California
$555K – – –
CCM
549
Coldstream Capital Management
Washington
$553K +$4.65K +67 +0.8%
BFA
550
BMS Financial Advisors
South Dakota
$546K +$546K +7,872 New
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