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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 %
NL
551
NWAM LLC
Washington
$545K -$13.9K -200 -2%
Carson Wealth (CWM LLC)
552
Carson Wealth (CWM LLC)
Nebraska
$545K -$31.4K -453 -5%
ACS
553
Archford Capital Strategies
Illinois
$545K -$37.6K -522 -6%
RSWM
554
Robertson Stephens Wealth Management
California
$543K – – –
NB
555
Norinchukin Bank
Japan
$542K -$6.46K -93 -1%
FHA
556
Flagship Harbor Advisors
Massachusetts
$535K -$19.4K -280 -4%
FTA
557
Financial & Tax Architects
Missouri
$530K +$46.4K +669 +10%
MW
558
Marcum Wealth
Ohio
$527K +$1.46K +21 +0.3%
SYBT
559
Stock Yards Bank & Trust
Kentucky
$526K +$51.1K +736 +11%
LFA
560
Legacy Financial Advisors
Kentucky
$525K +$65.9K +949 +14%
TAIM
561
TD Ameritrade Investment Management
Nebraska
$525K -$72.3K -1,042 -12%
LCM
562
LVM Capital Management
Michigan
$524K – – –
GI
563
Gradient Investments
Minnesota
$523K +$1.67K +24 +0.3%
FC
564
FCA Corp
Texas
$521K -$34.7K -500 -6%
WAP
565
Wealthcare Advisory Partners
Pennsylvania
$512K -$26K -375 -5%
IC
566
Inscription Capital
Texas
$509K -$37.8K -545 -7%
WMA
567
West Michigan Advisors
Michigan
$503K +$503K +7,253 New
SL
568
Stevard LLC
Illinois
$503K – – –
GWM
569
GDS Wealth Management
Texas
$503K -$8.68K -125 -2%
CWM
570
CIBC World Markets
New York
$502K -$2.08K -30 -0.4%
LC
571
Lindbrook Capital
California
$500K +$41.8K +602 +9%
SF
572
Summit Financial
New Jersey
$499K +$280K +4,036 +128%
WGAM
573
Wilkinson Global Asset Management
New York
$498K – – –
FIM
574
Fruth Investment Management
Texas
$489K – – –
BIAS
575
Beacon Investment Advisory Services
New Jersey
$486K – – –
21 22
23
24 25