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AstraZeneca
AZN

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 %
PGAM
676
Princeton Global Asset Management
New Jersey
$330K +$208 +3 +0.1%
JE
677
JMAC Enterprises
Pennsylvania
$330K – – –
JIC
678
Johnson Investment Counsel
Ohio
$330K -$20.3K -292 -6%
SPP
679
Single Point Partners
Massachusetts
$325K +$36.3K +522 +13%
AF
680
Allworth Financial
California
$323K +$10.3K +149 +3%
VC
681
Veracity Capital
Georgia
$320K +$56.5K +814 +21%
AC
682
Avestar Capital
New York
$314K +$314K +4,527 New
NB
683
Northwest Bancshares
Pennsylvania
$314K -$13.6K -196 -4%
USCWA
684
U.S. Capital Wealth Advisors
Texas
$314K +$195K +2,814 +165%
CAM
685
Covenant Asset Management
New Jersey
$313K – – –
DG
686
DMC Group
Alabama
$313K +$2.03K +29 +0.7%
SA
687
Strategic Advisors
New York
$312K – – –
KCM
688
Kathmere Capital Management
Pennsylvania
$312K +$5K +72 +2%
GCM
689
Gallacher Capital Management
Colorado
$312K +$25.8K +372 +9%
APA
690
Astoria Portfolio Advisors
New York
$307K -$40.3K -574 -12%
IG
691
ING Group
Netherlands
$305K -$3.53M -50,801 -92%
FWA
692
FSM Wealth Advisors
Ohio
$305K +$79K +1,138 +35%
GT
693
Glenview Trust
Kentucky
$304K – – –
3IP
694
3Chopt Investment Partners
Virginia
$304K – – –
D
695
Diversified
Delaware
$302K -$3.68K -53 -1%
AI
696
Aperture Investors
New York
$301K +$301K +4,340 New
BIA
697
Barry Investment Advisors
Massachusetts
$301K +$1.94K +28 +0.6%
WCA
698
Westover Capital Advisors
Delaware
$300K – – –
CCA
699
Cora Capital Advisors
New Jersey
$300K +$1.6K +23 +0.5%
MBT
700
Montecito Bank & Trust
California
$300K +$6.94K +100 +2%
26 27
28
29 30