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AstraZeneca
AZN

Overview Fund Activity

945 hedge funds and large institutions have $29.4B invested in AstraZeneca in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 267 increasing their positions, 326 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
+44
Holders Change %
+4.88%
% of All Funds
14.59%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.2%
New
149
Increased
267
Reduced
326
Closed
87
Calls
$713M
Puts
$509M
Net Calls
+$204M
Net Calls Change
-$95.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$438M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$149M
3
Marshall Wace
Marshall Wace
United Kingdom
+$107M
4
FCM
Farallon Capital Management
California
+$91.6M
5
APM
Avidity Partners Management
Texas
+$84.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$352M
2
Goldman Sachs
Goldman Sachs
New York
-$305M
3
Verition Fund Management
Verition Fund Management
Connecticut
-$148M
4
BlackRock
BlackRock
New York
-$127M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISWM
626
Independent Solutions Wealth Management
New York
$283K +$51.6K +885 +22%
HTC
627
Haverford Trust Company
Pennsylvania
$281K +$23.5K +402 +9%
LAI
628
Legal Advantage Investments
California
$280K – – –
VFA
629
Voya Financial Advisors
Connecticut
$275K +$275K +4,701 New
VIM
630
VELA Investment Management
Ohio
$273K +$273K +4,681 New
RCAG
631
Rehmann Capital Advisory Group
Michigan
$270K -$17.7K -303 -6%
PPW
632
Pinnacle Private Wealth
Massachusetts
$270K +$270K +4,638 New
BFS
633
Bradley Foster & Sargent
Connecticut
$266K -$18.1K -310 -6%
FAIM
634
Financial Advocates Investment Management
Washington
$265K -$10.2K -169 -4%
TIAM2
635
Tru Independence Asset Management 2
Oregon
$264K -$50.4K -866 -16%
CAM
636
Covenant Asset Management
New Jersey
$263K – – –
STA
637
Summit Trail Advisors
New York
$263K +$53.6K +920 +26%
GHAM
638
Gilman Hill Asset Management
Connecticut
$261K – – –
SWA
639
SFMG Wealth Advisors
Texas
$260K -$109K -1,876 -30%
SWM
640
Segment Wealth Management
Texas
$258K +$258K +4,426 New
Public Employees Retirement Association of Colorado
641
Public Employees Retirement Association of Colorado
Colorado
$257K – – –
ST
642
Smithfield Trust
Pennsylvania
$256K -$810 -14 -0.3%
JWCA
643
J.W. Cole Advisors
Florida
$256K +$24.9K +428 +11%
MBT
644
Montecito Bank & Trust
California
$254K – – –
APA
645
Astoria Portfolio Advisors
New York
$252K +$252K +4,320 New
BFC
646
Bedel Financial Consulting
Indiana
$250K – – –
ET
647
Equitable Trust
Tennessee
$250K – – –
DG
648
DMC Group
Alabama
$248K +$248K +4,179 New
FMBTD
649
First Midwest Bank Trust Division
Illinois
$248K +$248K +4,253 New
HWAM
650
Hennion & Walsh Asset Management
New Jersey
$247K -$66.8K -1,150 -21%
24 25
26
27 28