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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 %
DWA
601
Dougherty Wealth Advisers
Minnesota
$86K – – –
BCA
602
Berman Capital Advisors
Georgia
$85K -$8.91K -179 -9%
TWM
603
Tradition Wealth Management
Minnesota
$85K +$85K +1,700 New
TPWA
604
TRUE Private Wealth Advisors
Oregon
$84K – – –
KCM
605
Kathmere Capital Management
Pennsylvania
$81K – – –
AIM
606
Arcadia Investment Management
Michigan
$80K – – –
RE
607
RBC Europe
United Kingdom
$80K – – –
BFG
608
Baron Financial Group
New Jersey
$80K – – –
BWA
609
Burt Wealth Advisors
Maryland
$78K – – –
EWA
610
Evolution Wealth Advisors
Florida
$76K -$323K -6,439 -81%
CCM
611
Covington Capital Management
California
$75K – – –
LIA
612
Luken Investment Analytics
Tennessee
$75K +$75K +1,500 New
VNA
613
Valley National Advisers
Pennsylvania
$74K +$52.5K +1,056 +244%
FHA
614
First Horizon Advisors
Tennessee
$73K +$30.2K +606 +71%
WT
615
Washington Trust
Rhode Island
$72K – – –
FWM
616
Focused Wealth Management
New York
$70K +$10.1K +200 +17%
CBT
617
CoreFirst Bank & Trust
Kansas
$70K +$70K +1,399 New
CCA
618
Childress Capital Advisors
Texas
$68K +$68K +1,355 New
CIM
619
Contravisory Investment Management
Massachusetts
$66K +$1.71K +34 +3%
CWC
620
Carolinas Wealth Consulting
North Carolina
$63K -$3.23K -65 -5%
BCV
621
Banque Cantonale Vaudoise
Switzerland
$63K – – –
AWA
622
Artemis Wealth Advisors
New York
$62.3K – – –
Toronto Dominion Bank
623
Toronto Dominion Bank
Ontario, Canada
$60K -$714K -14,286 -92%
OIA
624
Optimum Investment Advisors
Illinois
$60K – – –
SWM
625
Sugarloaf Wealth Management
Georgia
$58K -$32.3K -642 -36%
23 24
25
26 27