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AstraZeneca
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Overview Fund Activity

1,050 hedge funds and large institutions have $35B invested in AstraZeneca in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 406 increasing their positions, 348 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
-7
Holders Change %
-0.66%
% of All Funds
16.81%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.21%
New
86
Increased
406
Reduced
348
Closed
69
Calls
$487M
Puts
$466M
Net Calls
+$21.3M
Net Calls Change
+$20.1M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$756M
2
GQG Partners
GQG Partners
Florida
+$302M
3
Morgan Stanley
Morgan Stanley
New York
+$189M
4
Goldman Sachs
Goldman Sachs
New York
+$107M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$88.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$678M
2
BlackRock
BlackRock
New York
-$212M
3
Capital International Investors
Capital International Investors
California
-$185M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$135M
5
Marshall Wace
Marshall Wace
United Kingdom
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
651
Blue Trust Inc
Georgia
$363K +$9.68K +143 +3%
MCWS
652
McKinley Carter Wealth Services
West Virginia
$360K -$50.3K -725 -12%
1WA
653
180 Wealth Advisors
Washington
$360K +$20.3K +292 +6%
AT
654
American Trust
Kentucky
$358K -$37.1K -535 -9%
GLA
655
Good Life Advisors
Pennsylvania
$357K -$55.1K -794 -13%
HW
656
Hamilton Wealth
California
$356K +$356K +5,136 New
Fiera Capital (Canada)
657
Fiera Capital (Canada)
Quebec, Canada
$355K +$73.1K +1,053 +26%
STA
658
Summit Trail Advisors
New York
$354K +$354K +5,101 New
JWCA
659
J.W. Cole Advisors
Florida
$354K -$315K -4,539 -47%
BIM
660
Baldwin Investment Management
Pennsylvania
$351K – – –
TA
661
Tiedemann Advisors
New York
$351K +$351K +5,055 New
SIS
662
Strategic Investment Solutions
Illinois
$351K – – –
FFWA
663
FRG Family Wealth Advisors
Washington
$351K – – –
ANBT
664
American National Bank & Trust
Texas
$350K +$127K +1,834 +57%
RGC
665
Roberts, Glore & Co
Illinois
$348K +$5.21K +75 +2%
ICG
666
InterOcean Capital Group
Tennessee
$347K -$54.4K -784 -14%
HC
667
Hendley & Co
Ohio
$347K – – –
CA
668
Crumly & Associates
Illinois
$344K -$555 -8 -0.2%
WDG
669
Wealth Dimensions Group
Ohio
$341K -$833 -12 -0.2%
AMG
670
Advisors Management Group
Wisconsin
$341K -$18K -260 -5%
CBTWT
671
Community Bank & Trust (Waco, Texas)
Texas
$339K -$694 -10 -0.2%
BL
672
Balentine LLC
Georgia
$338K +$1.87K +27 +0.6%
FCI
673
Financial Counselors Inc
Kansas
$335K -$21K -302 -6%
LAI
674
Legal Advantage Investments
California
$333K – – –
HFM
675
Hartford Funds Management
Pennsylvania
$332K +$66.4K +956 +25%
25 26
27
28 29