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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
OIA
626
Optimum Investment Advisors
Illinois
$60K
SWM
627
Sugarloaf Wealth Management
Georgia
$58K -$34K -321 -36%
EFSCE
628
Enterprise Financial Services Corp (EFSC)
Missouri
$57K +$741 +7 +1%
TWA
629
TCI Wealth Advisors
Arizona
$57K +$50.9K +481 +512%
FPS
630
Fieldpoint Private Securities
Connecticut
$56K +$59.3K +560 New
PMFA
631
Plante Moran Financial Advisors
Michigan
$54K +$741 +7 +1%
MIM
632
Merrion Investment Management
New Jersey
$53K +$55.9K +528 New
WPA
633
West Paces Advisors
Georgia
$51.2K
KTC
634
Kistler-Tiffany Companies
Pennsylvania
$51K
SNT
635
Security National Trust
West Virginia
$51K
SIC
636
Salem Investment Counselors
North Carolina
$51K +$847 +8 +2%
WEC
637
Winslow Evans & Crocker
Massachusetts
$50K -$636 -6 -1%
JWA
638
JFS Wealth Advisors
Pennsylvania
$50K
PB
639
Pinnacle Bancorp
Nebraska
$50K
LWCFA
640
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50K +$106 +1 +0.2%
PCIA
641
Prime Capital Investment Advisors
Kansas
$50K +$6.99K +66 +15%
CTFG
642
Capstone Triton Financial Group
Oklahoma
$50K +$53K +500 New
CWA
643
Clearview Wealth Advisors
Oregon
$50K +$53K +500 New
EIP
644
Ellis Investment Partners
Pennsylvania
$49K
UMC
645
United Maritime Capital
New York
$47K +$50.3K +475 New
AF
646
Advisornet Financial
Minnesota
$46K -$636 -6 -1%
TSW
647
Thompson Siegel & Walmsley
Virginia
$46K
PWM
648
Perigon Wealth Management
California
$46K +$49.1K +464 New
CFGS
649
Concourse Financial Group Securities
Alabama
$45K -$3.39K -32 -7%
PH
650
Pinnacle Holdings
Oklahoma
$45K