AZN icon

AstraZeneca
AZN

Overview Fund Activity

782 hedge funds and large institutions have $19.7B invested in AstraZeneca in 2020 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 270 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+63
Holders Change %
+8.76%
% of All Funds
13.88%
Holding in Top 10
18
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+200%
% of All Funds
0.32%
New
150
Increased
270
Reduced
226
Closed
76
Calls
$451M
Puts
$420M
Net Calls
+$31.1M
Net Calls Change
+$28.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$256M
2
GQG Partners
GQG Partners
Florida
+$231M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$212M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$188M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$154M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$1.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$947M
3
Dodge & Cox
Dodge & Cox
California
-$575M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$175M
5
Capital International Investors
Capital International Investors
California
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
551
Marcum Wealth
Ohio
$213K +$213K +4,258 New
GDP
552
Great Diamond Partners
Maine
$212K -$76.5K -1,533 -27%
TCOV
553
Trust Company of Vermont
Vermont
$212K -$17.2K -344 -7%
CAM
554
Cypress Asset Management
Texas
$212K – – –
AWM
555
Altus Wealth Management
Kentucky
$212K – – –
PP
556
PDS Planning
Ohio
$212K +$16.9K +338 +9%
RIA
557
Regal Investment Advisors
Michigan
$209K +$209K +4,182 New
WI
558
WrapManager Inc
California
$205K -$13.2K -264 -6%
ICG
559
InterOcean Capital Group
Tennessee
$205K +$205K +4,107 New
MCC
560
Money Concepts Capital
Florida
$203K +$203K +4,052 New
HI
561
Hudock Inc
Pennsylvania
$199K -$31.1K -624 -14%
FFG
562
Fortem Financial Group
California
$197K -$170K -3,400 -46%
AssetMark Inc
563
AssetMark Inc
California
$195K -$3.95K -79 -2%
KPCM
564
Kings Point Capital Management
New York
$192K +$36.6K +731 +24%
CCC
565
Crescent Capital Consulting
Louisiana
$190K +$190K +3,801 New
MMG
566
Monetary Management Group
Missouri
$175K – – –
ST
567
Smithfield Trust
Pennsylvania
$173K -$104K -2,063 -37%
MSFP
568
Mark Sheptoff Financial Planning
Connecticut
$170K +$25K +500 +17%
BA
569
Bellwether Advisors
Nebraska
$168K +$168K +3,380 New
PFGIA
570
Patriot Financial Group Insurance Agency
Massachusetts
$166K +$125K +2,498 +303%
JFA
571
JNBA Financial Advisors
Minnesota
$156K – – –
VFA
572
Valeo Financial Advisors
Indiana
$154K +$3.35K +67 +2%
IAIM
573
International Assets Investment Management
Florida
$153K +$153K +3,054 New
CFA
574
Carroll Financial Associates
North Carolina
$140K – – –
SBSB
575
Sullivan, Bruyette, Speros & Blaney
Virginia
$138K +$13.8K +275 +11%
21 22
23
24 25