AZN icon

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 %
ZB
701
Zions Bancorporation
Utah
$300K -$115K -1,657 -28%
DT
702
Diversified Trust
Tennessee
$299K -$23.1K -333 -7%
SWA
703
SFMG Wealth Advisors
Texas
$299K +$12.5K +180 +4%
KMWM
704
Keudell/Morrison Wealth Management
Oregon
$297K +$6.32K +91 +2%
SAM
705
Sequent Asset Management
Texas
$295K – – –
AWM
706
Altus Wealth Management
Kentucky
$295K – – –
EH
707
Equitable Holdings
New York
$292K +$21K +302 +8%
AO
708
Advisor OS
Illinois
$292K -$1.25K -18 -0.4%
LWM
709
Lyell Wealth Management
California
$292K -$34.7K -500 -11%
ST
710
Smithfield Trust
Pennsylvania
$291K – – –
NQWM
711
Northwest Quadrant Wealth Management
Oregon
$290K +$3.54K +51 +1%
IAA
712
Independent Advisor Alliance
North Carolina
$290K +$290K +4,178 New
BWM
713
Baron Wealth Management
Michigan
$289K +$289K +4,158 New
P
714
Palladiem
Pennsylvania
$286K -$1.46K -21 -0.5%
SBH
715
Segall Bryant & Hamill
Illinois
$285K – – –
SFI
716
SPC Financial Inc
Maryland
$285K -$27.8K -400 -9%
SQA
717
Simon Quick Advisors
New Jersey
$284K +$48K +692 +20%
MOS
718
MGO One Seven
Ohio
$284K +$33.2K +479 +13%
PWP
719
Principle Wealth Partners
Connecticut
$284K – – –
PMA
720
Prudent Man Advisors
Illinois
$282K – – –
SB
721
Simmons Bank
Arkansas
$282K – – –
FFBTD
722
First Financial Bank - Trust Division
Ohio
$282K – – –
SCM
723
Sandler Capital Management
New York
$278K – – –
IAIM
724
International Assets Investment Management
Florida
$276K -$73.2K -1,055 -21%
CPC
725
Cookson Peirce & Co
Pennsylvania
$274K – – –
27 28
29
30 31