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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
PCFFS
701
Pacific Center for Financial Services
California
$17K
HIA
702
Harbor Investment Advisory
Maryland
$17K +$5.83K +55 +47%
TF
703
Tompkins Financial
New York
$16K
BWA
704
BDO Wealth Advisors
Florida
$16K +$6.67K +63 +62%
PWMG
705
Prestige Wealth Management Group
New Jersey
$15K -$6.67K -63 -29%
AP
706
Atwood & Palmer
Missouri
$15K
BEI
707
Benjamin Edwards Inc
Missouri
$15K
FFA
708
Freedman Financial Associates
Massachusetts
$15K +$15.6K +147 New
RWG
709
Regal Wealth Group
California
$15K +$15.9K +150 New
SFP
710
Sterling Financial Planning
New Jersey
$15K +$15.9K +150 New
GEA
711
Glen Eagle Advisors
New Jersey
$14.1K +$1.8K +17 +14%
CTB
712
Country Trust Bank
Illinois
$14K
ME
713
McIlrath & Eck
Washington
$14K
FRA
714
Front Row Advisors
California
$14K +$636 +6 +5%
LWA
715
Lenox Wealth Advisors
New York
$14K +$10.3K +97 +243%
AWG
716
Altus Wealth Group
Colorado
$14K +$14.2K +134 New
MFA
717
McClarren Financial Advisors
Pennsylvania
$14K +$15.8K +149 New
ONST
718
Old North State Trust
North Carolina
$13K
TCWA
719
Ten Capital Wealth Advisors
Washington
$13K +$14.1K +133 New
CCA
720
Column Capital Advisors
Indiana
$12K
GCM
721
Gables Capital Management
Florida
$12K
HFS
722
Hantz Financial Services
Michigan
$12K
BAM
723
Bellevue Asset Management
Washington
$11K
TIM
724
Tortoise Investment Management
New York
$11K
M1FG
725
Mach-1 Financial Group
Arkansas
$11K +$12.4K +117 New