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AstraZeneca

785 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, 271 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 618 (+12)

97% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 76

20% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 226

9% more funds holding

Funds holding: 722785 (+63)

7% more call options, than puts

Call options by funds: $451M | Put options by funds: $420M

0.52% less ownership

Funds ownership: 15.52%15% (-0.52%)

12% less capital invested

Capital invested by funds: $22.3B → $19.7B (-$2.63B)

Holders
785
Holders Change
+63
Holders Change %
+8.73%
% of All Funds
13.89%
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
271
Reduced
226
Closed
76
Calls
$451M
Puts
$420M
Net Calls
+$31.1M
Net Calls Change
+$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
576
Carroll Financial Associates
North Carolina
$140K
SBSB
577
Sullivan, Bruyette, Speros & Blaney
Virginia
$138K +$14.6K +138 +11%
CBT
578
Central Bank & Trust
Kentucky
$137K +$9.43K +89 +7%
GRP
579
Global Retirement Partners
California
$136K -$14.1K -133 -9%
SFPG
580
Stonebridge Financial Planning Group
Florida
$130K
FCH
581
Freestone Capital Holdings
Washington
$129K -$28.7K -271 -17%
RPWA
582
Regent Peak Wealth Advisors
Georgia
$128K +$136K +1,282 New
RWA
583
Ropes Wealth Advisors
Massachusetts
$125K +$54.3K +513 +70%
PFO
584
Pathstone Family Office
New Jersey
$125K +$105K +992 +389%
HI
585
Human Investing
Oregon
$121K
KC
586
Knuff & Co
California
$121K
AA
587
Ancora Advisors
Ohio
$110K -$103K -969 -47%
LF
588
Lee Financial
Texas
$110K
OPW
589
Oxler Private Wealth
New York
$109K +$117K +1,100 New
CA
590
Crewe Advisors
Utah
$106K +$108K +1,016 +2,209%
EW
591
Evoke Wealth
California
$103K
GC
592
Garde Capital
Washington
$102K +$109K +1,029 New
BFC
593
Bedel Financial Consulting
Indiana
$97K
Axa
594
Axa
France
$97K +$3.71K +35 +4%
RA
595
Rational Advisors
New York
$97K +$103K +974 New
HF
596
Halpern Financial
Virginia
$95.3K -$10.6K -100 -9%
GWS
597
Glassman Wealth Services
Virginia
$95K +$29K +274 +41%
ICP
598
Interchange Capital Partners
Pennsylvania
$95K +$101K +954 New
MA
599
MUFG Americas
New York
$91K -$243K -2,295 -71%
HPC
600
HM Payson & Co
Maine
$90K +$66.1K +624 +227%