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AstraZeneca
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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 %
PCP
526
Proficio Capital Partners
Massachusetts
$749K -$6.2K -92 -0.8%
AWA
527
Arete Wealth Advisors
Illinois
$748K +$20.6K +306 +3%
FFS
528
Founders Financial Securities
Maryland
$747K +$747K +11,084 New
GBT
529
Grove Bank & Trust
Florida
$742K -$32.7K -486 -4%
EA
530
Everpar Advisors
Oklahoma
$742K +$742K +11,018 New
PWP
531
Phillips Wealth Planners
Mississippi
$741K -$3.13K -47 -0.4%
FFM
532
Forum Financial Management
Illinois
$740K -$2.16K -32 -0.3%
HI
533
Horizon Investments
North Carolina
$720K +$681K +10,117 +1,763%
SACTSONJ
534
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$715K – – –
BAM
535
Berkshire Asset Management
Pennsylvania
$712K – – –
SFI
536
Siemens Fonds Invest
Germany
$711K +$166K +2,459 +30%
AWM
537
Aries Wealth Management
Maine
$705K -$606 -9 -0.1%
PP
538
PDS Planning
Ohio
$700K -$24.4K -362 -3%
MWM
539
Mission Wealth Management
California
$699K +$153K +2,276 +28%
GWM
540
Geneos Wealth Management
Colorado
$697K -$61.4K -911 -8%
Wolverine Trading
541
Wolverine Trading
Illinois
$697K -$2.84M -42,230 -80%
AWM
542
Affinity Wealth Management
Delaware
$694K – – –
Connor, Clark & Lunn Investment Management (CC&L)
543
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$686K -$82.8K -1,230 -11%
FCCM
544
First City Capital Management
Georgia
$686K – – –
AFG
545
Atomi Financial Group
New York
$682K +$682K +10,123 New
BCM
546
Bayesian Capital Management
New York
$680K -$519K -7,700 -43%
FIM
547
Freedom Investment Management
Connecticut
$677K -$773K -11,485 -53%
KFI
548
Key Financial Inc
Pennsylvania
$674K +$13.5K +200 +2%
1IA
549
1620 Investment Advisors
Massachusetts
$668K +$1.89K +28 +0.3%
NAM
550
Nissay Asset Management
Japan
$662K +$339K +5,032 +105%
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