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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
CIA
676
Cascade Investment Advisors
Oregon
$30K
BCWM
677
Bartlett & Co Wealth Management
Ohio
$29.8K +$2.22K +21 +8%
MHR
678
Matthew Hamilton Rosenberg
$29K -$18.1K -171 -37%
AWA
679
Arkadios Wealth Advisors
Georgia
$28K +$30K +283 New
FF
680
FourThought Financial
Florida
$27K +$29.6K +279 New
RBC
681
Roble Belko & Company
Pennsylvania
$26K
VRM
682
Vectors Research Management
New York
$25K -$2.65K -25 -9%
HFA
683
HC Financial Advisors
California
$25K
IBOK
684
Independence Bank of Kentucky
Kentucky
$25K
SIM
685
Sonora Investment Management
Arizona
$25K
ATC
686
Adirondack Trust Company
New York
$24K
HS
687
Horan Securities
United States
$24K +$14.3K +135 +126%
CFFP
688
Center for Financial Planning
Michigan
$22K -$12.6K -119 -35%
AWM
689
Accel Wealth Management
Iowa
$22K +$23.6K +223 New
AWM
690
Atticus Wealth Management
Florida
$20K +$5.3K +50 +33%
TFS
691
TrustCore Financial Services
Tennessee
$20K +$19.1K +180 +750%
AFG
692
Albion Financial Group
Utah
$20K +$21K +198 New
Jones Financial Companies
693
Jones Financial Companies
Missouri
$20K +$21.2K +200 New
AIM
694
Anchor Investment Management
South Carolina
$19.3K
LWANC
695
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K
OAJ
696
Ogorek Anthony Joseph
New York
$19K
BBHC
697
Brown Brothers Harriman & Co
New York
$19K +$13.6K +128 +203%
OIM
698
Oder Investment Management
California
$18K +$19.2K +181 New
APWA
699
Atlas Private Wealth Advisors
New Jersey
$17K -$26.5K -250 -59%
MFT
700
Moisand Fitzgerald Tamayo
Florida
$17K