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AstraZeneca
AZN

Overview Fund Activity

600 hedge funds and large institutions have $19.8B invested in AstraZeneca in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 199 increasing their positions, 223 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
-31
Holders Change %
-4.91%
% of All Funds
13.25%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
60
Increased
199
Reduced
223
Closed
85
Calls
$88.9M
Puts
$90.8M
Net Calls
-$1.9M
Net Calls Change
-$33.7M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$240M
2
Renaissance Technologies
Renaissance Technologies
New York
+$131M
3
BlackRock
BlackRock
New York
+$98.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$96.6M
5
Jennison Associates
Jennison Associates
New York
+$95.9M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$384M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$217M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$142M
4
Primecap Management
Primecap Management
California
-$95.6M
5
MWNA
Marshall Wace North America
New York
-$90.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBSB
651
Sullivan, Bruyette, Speros & Blaney
Virginia
– -$132K -2,640 Closed
WQ
652
Wealth Quarterback
New Jersey
– -$14.1K -2,257 Closed
WHG
653
Westwood Holdings Group
Texas
– -$108K -2,163 Closed
PA
654
PSI Advisors
Florida
– -$93K -1,874 Closed
HWA
655
Heritage Wealth Advisors
Virginia
– -$59.8K -1,200 Closed
PCM
656
Prelude Capital Management
New York
– -$53K -1,067 Closed
SQA
657
Simon Quick Advisors
New Jersey
– -$48K -969 Closed
OIM
658
Opus Investment Management
Massachusetts
– -$45K -900 Closed
ACM
659
Allred Capital Management
Texas
– -$42.7K -857 Closed
MF
660
Manchester Financial
California
– -$42K -847 Closed
AP
661
Americana Partners
Texas
– -$37K -745 Closed
FIB
662
First Interstate Bank
Montana
– -$30K -600 Closed
CHAM
663
Clear Harbor Asset Management
Connecticut
– -$24.9K -500 Closed
RMAM
664
Raab & Moskowitz Asset Management
New Jersey
– -$22K -460 Closed
BRC
665
Bell Rock Capital
Delaware
– -$19K -400 Closed
BCI
666
Brinker Capital Investments
Pennsylvania
– -$19K -376 Closed
POIA
667
Pin Oak Investment Advisors
Texas
– -$14K -280 Closed
WCM
668
Wealthcare Capital Management
Virginia
– -$11K -224 Closed
THWM
669
Taylor Hoffman Wealth Management
Virginia
– -$10K -200 Closed
WB
670
Webster Bank
Connecticut
– -$10K -200 Closed
WWM
671
Willingdon Wealth Management
North Carolina
– -$9K -180 Closed
ADL
672
Asset Dedication LLC
California
– -$8K -165 Closed
AA
673
Advisory Alpha
Michigan
– -$6.11K -123 Closed
TWA
674
TCI Wealth Advisors
Arizona
– -$4K -87 Closed
PC
675
Permanens Capital
New York
– -$4K -84 Closed
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