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AstraZeneca
AZN

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 %
BTWM
551
Baker Tilly Wealth Management
Wisconsin
$662K +$353K +5,239 +114%
SM
552
STF Management
Texas
$661K +$21.9K +325 +3%
GD
553
Grandfield & Dodd
New York
$659K -$71.1K -1,055 -10%
JGGDR
554
JGP Global Gestao de Recursos
Brazil
$658K -$2.09K -31 -0.3%
CC
555
Courier Capital
New York
$654K – – –
MA
556
Mutual Advisors
Nebraska
$654K -$14.6K -217 -2%
LSAG
557
Lake Street Advisors Group
New Hampshire
$650K -$44.6K -662 -6%
HW
558
Hancock Whitney
Mississippi
$649K +$50.3K +747 +8%
WTC
559
WhitTier Trust Company
Nevada
$645K -$16.1K -239 -2%
TC
560
Telemus Capital
Michigan
$642K +$39.1K +581 +6%
EVM
561
Evelyn V. Moreno
$636K -$43.6K -648 -6%
BHPW
562
Beverly Hills Private Wealth
California
$634K -$29.4K -436 -4%
OC
563
Oakworth Capital
Alabama
$633K +$39.9K +592 +7%
SIGI
564
Susquehanna International Group (Ireland)
Ireland
$621K +$163K +2,419 +36%
CG
565
Caprock Group
Idaho
$620K -$128K -1,896 -17%
MFIM
566
Mesirow Financial Investment Management
Illinois
$618K +$618K +9,177 New
MWM
567
Meridian Wealth Management
Kentucky
$613K -$548K -8,136 -47%
FB
568
Fulton Bank
Pennsylvania
$612K -$1.68K -25 -0.3%
CAM
569
Columbia Asset Management
Michigan
$612K -$27.4K -407 -4%
CTC
570
Central Trust Company
Missouri
$612K -$33.1K -491 -5%
Carson Wealth (CWM LLC)
571
Carson Wealth (CWM LLC)
Nebraska
$610K -$13.9K -206 -2%
ES
572
Eagle Strategies
New York
$609K +$1.95K +29 +0.3%
CRC
573
Curi RMB Capital
Illinois
$606K +$6.13K +91 +1%
SWM
574
Scissortail Wealth Management
Oklahoma
$598K +$598K +8,900 New
DBRC
575
D.B. Root & Company
Pennsylvania
$595K +$595K +8,832 New
21 22
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