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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
APC
726
Aspire Private Capital
North Carolina
$10K
OSNBOA
727
Old Second National Bank of Aurora
Illinois
$10K
FPFS
728
First Personal Financial Services
North Carolina
$10K +$11K +104 New
AIC
729
Archer Investment Corporation
Indiana
$10K
FMP
730
Financial Management Professionals
Texas
$8K
COCM
731
Charter Oak Capital Management
New Hampshire
$8K +$8.05K +76 New
LWM
732
Liberty Wealth Management
California
$7K -$636 -6 -7%
CHA
733
Carmichael Hill & Associates
Maryland
$7K
PFSC
734
Peoples Financial Services Corp
Pennsylvania
$7K
FPW
735
Flagship Private Wealth
Massachusetts
$6.2K +$6.36K +60 New
AA
736
AlphaMark Advisors
Kentucky
$6K
SIS
737
Sound Income Strategies
Florida
$6K
Kayne Anderson Rudnick Investment Management
738
Kayne Anderson Rudnick Investment Management
California
$6K +$6.04K +57 New
GFPC
739
Global Financial Private Client
Florida
$5.65K -$10.6K -100 -64%
SQA
740
Simon Quick Advisors
New Jersey
$5K -$23.4K -221 -82%
JFGIW
741
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K -$20.1K -190 -79%
HIM
742
Hillsdale Investment Management
Ontario, Canada
$5K -$3.18K -30 -38%
DAM
743
Delta Asset Management
Tennessee
$5K
IFAM
744
Institutional & Family Asset Management
Colorado
$5K
LWA
745
Lowe Wealth Advisors
Maryland
$5K
TJHA
746
Thomas J. Herzfeld Advisors
Florida
$5K +$1.17K +11 +28%
FEG
747
Financial Enhancement Group
Indiana
$5K +$4.98K +47 New
CB
748
CNB Bank
Pennsylvania
$5K +$5.3K +50 New
GI
749
GS Investments
Minnesota
$5K +$5.3K +50 New
NC
750
NewSquare Capital
Pennsylvania
$5K +$5.3K +50 New