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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
FFC
601
First Financial Corp
Indiana
$88K
KFI
602
Key Financial Inc
Pennsylvania
$88K +$93.6K +884 New
DWA
603
Dougherty Wealth Advisers
Minnesota
$86K
BCA
604
Berman Capital Advisors
Georgia
$85K -$9.53K -90 -10%
TWM
605
Tradition Wealth Management
Minnesota
$85K +$90K +850 New
TPWA
606
TRUE Private Wealth Advisors
Oregon
$84K
KCM
607
Kathmere Capital Management
Pennsylvania
$81K
AIM
608
Arcadia Investment Management
Michigan
$80K
BFG
609
Baron Financial Group
New Jersey
$80K
RE
610
RBC Europe
United Kingdom
$80K
BWA
611
Burt Wealth Advisors
Maryland
$78K
EWA
612
Evolution Wealth Advisors
Florida
$76K -$341K -3,220 -81%
CCM
613
Covington Capital Management
California
$75K
LIA
614
Luken Investment Analytics
Tennessee
$75K +$79.4K +750 New
VNA
615
Valley National Advisers
Pennsylvania
$74K +$55.9K +528 +244%
FHA
616
First Horizon Advisors
Tennessee
$73K +$32.1K +303 +70%
WT
617
Washington Trust
Rhode Island
$72K
FWM
618
Focused Wealth Management
New York
$70K +$10.6K +100 +17%
CBT
619
CoreFirst Bank & Trust
Kansas
$70K +$74.1K +700 New
CCA
620
Childress Capital Advisors
Texas
$68K +$71.8K +678 New
CIM
621
Contravisory Investment Management
Massachusetts
$66K +$1.8K +17 +3%
CWC
622
Carolinas Wealth Consulting
North Carolina
$63K -$3.39K -32 -5%
BCV
623
Banque Cantonale Vaudoise
Switzerland
$63K
AWA
624
Artemis Wealth Advisors
New York
$62.3K
Toronto Dominion Bank
625
Toronto Dominion Bank
Ontario, Canada
$60K -$757K -7,143 -92%