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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 %
RCG
651
Resource Consulting Group
Florida
$428K +$428K +6,350 New
EFS
652
Essex Financial Services
Connecticut
$427K +$22.1K +328 +5%
PP
653
Prospector Partners
Connecticut
$426K +$30K +445 +8%
MAM
654
McLean Asset Management
Virginia
$426K -$2.33K -34 -0.5%
LIP
655
Lighthouse Investment Partners
Florida
$421K +$421K +6,253 New
CA
656
Crumly & Associates
Illinois
$420K +$6.6K +98 +2%
AF
657
Allworth Financial
California
$416K +$2.76K +41 +0.7%
HFP
658
Holistic Financial Partners
Indiana
$415K -$24.3K -361 -6%
DWP
659
Daymark Wealth Partners
Ohio
$414K +$51.3K +761 +14%
NCFG
660
New Century Financial Group
New Jersey
$412K +$412K +6,117 New
FWA
661
FSM Wealth Advisors
Ohio
$409K -$18.7K -278 -4%
FWTB
662
First Western Trust Bank
Colorado
$408K +$408K +6,062 New
ATC
663
Argent Trust Co
Tennessee
$405K – – –
NAM
664
NTV Asset Management
West Virginia
$404K – – –
CWM
665
Connecticut Wealth Management
Connecticut
$403K +$178K +2,638 +79%
XF
666
XML Financial
Maryland
$401K – – –
JWCA
667
J.W. Cole Advisors
Florida
$398K -$674 -10 -0.2%
CYG
668
Clean Yield Group
Vermont
$397K – – –
BBHC
669
Brown Brothers Harriman & Co
New York
$396K -$44.6K -662 -10%
GWSG
670
GPS Wealth Strategies Group
Colorado
$395K -$10.4K -154 -3%
SMA
671
Sage Mountain Advisors
Georgia
$395K -$21.6K -320 -5%
TCOT
672
Trust Company of Toledo
Ohio
$391K – – –
NG
673
Northstar Group
New York
$387K -$68.8K -1,021 -15%
IC
674
Inscription Capital
Texas
$386K – – –
GC
675
Grimes & Company
Massachusetts
$383K -$6.6K -98 -2%
25 26
27
28 29