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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 %
HNB
601
Huntington National Bank
Ohio
$540K -$107K -1,596 -17%
WS
602
Wedbush Securities
California
$539K -$30.4K -451 -5%
AAM
603
AR Asset Management
California
$539K – – –
NL
604
NWAM LLC
Washington
$535K -$6.49K -97 -1%
CIA
605
Cohen Investment Advisors
New Hampshire
$531K -$42.9K -637 -7%
LC
606
Lindbrook Capital
California
$530K +$43.9K +652 +9%
BSW
607
Buckingham Strategic Wealth
Missouri
$523K +$119K +1,770 +29%
DAS
608
Dynamic Advisor Solutions
Arizona
$523K +$4.38K +64 +0.8%
FHA
609
Flagship Harbor Advisors
Massachusetts
$520K +$3.7K +55 +0.7%
RCAG
610
Rehmann Capital Advisory Group
Michigan
$519K +$168K +2,489 +48%
KIC
611
Keating Investment Counselors
Florida
$518K -$5.05K -75 -1%
CSPIA
612
Cary Street Partners Investment Advisory
Virginia
$516K +$12.2K +181 +2%
NP
613
Nilsine Partners
Colorado
$507K -$70.2K -1,043 -12%
SWM
614
Spire Wealth Management
Virginia
$507K -$24.1K -362 -5%
TWM
615
TriaGen Wealth Management
California
$507K – – –
FCI
616
Financial Counselors Inc
Kansas
$506K +$26.7K +397 +6%
FC
617
FCA Corp
Texas
$505K – – –
GI
618
Gradient Investments
Minnesota
$494K +$5.12K +76 +1%
LCM
619
LVM Capital Management
Michigan
$492K – – –
JCM
620
Jacobi Capital Management
Pennsylvania
$492K +$104K +1,540 +27%
SL
621
Stevard LLC
Illinois
$488K – – –
LCWP
622
Legacy Capital Wealth Partners
Arkansas
$487K +$193K +2,859 +65%
WGAM
623
Wilkinson Global Asset Management
New York
$483K – – –
KIA
624
KCM Investment Advisors
California
$479K -$40.4K -600 -8%
SYBT
625
Stock Yards Bank & Trust
Kentucky
$478K -$6.4K -95 -1%
23 24
25
26 27