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AstraZeneca
AZN

Overview Fund Activity

782 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, 270 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+63
Holders Change %
+8.76%
% of All Funds
13.88%
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
270
Reduced
226
Closed
76
Calls
$451M
Puts
$420M
Net Calls
+$31.1M
Net Calls Change
+$28.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$256M
2
GQG Partners
GQG Partners
Florida
+$231M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$212M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$188M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$154M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$1.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$947M
3
Dodge & Cox
Dodge & Cox
California
-$575M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$175M
5
Capital International Investors
Capital International Investors
California
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
726
First Personal Financial Services
North Carolina
$10K +$10K +207 New
AIC
727
Archer Investment Corporation
Indiana
$10K – – –
FMP
728
Financial Management Professionals
Texas
$8K – – –
COCM
729
Charter Oak Capital Management
New Hampshire
$8K +$8K +151 New
LWM
730
Liberty Wealth Management
California
$7K -$507 -11 -7%
PFSC
731
Peoples Financial Services Corp
Pennsylvania
$7K – – –
CHA
732
Carmichael Hill & Associates
Maryland
$7K – – –
FPW
733
Flagship Private Wealth
Massachusetts
$6.2K +$6.2K +119 New
AA
734
AlphaMark Advisors
Kentucky
$6K – – –
SIS
735
Sound Income Strategies
Florida
$6K – – –
Kayne Anderson Rudnick Investment Management
736
Kayne Anderson Rudnick Investment Management
California
$6K +$6K +113 New
GFPC
737
Global Financial Private Client
Florida
$5.65K -$10K -200 -64%
SQA
738
Simon Quick Advisors
New Jersey
$5K -$22.1K -442 -82%
JFGIW
739
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K -$19K -380 -79%
HIM
740
Hillsdale Investment Management
Ontario, Canada
$5K -$3K -60 -38%
DAM
741
Delta Asset Management
Tennessee
$5K – – –
IFAM
742
Institutional & Family Asset Management
Colorado
$5K – – –
LWA
743
Lowe Wealth Advisors
Maryland
$5K – – –
TJHA
744
Thomas J. Herzfeld Advisors
Florida
$5K +$1.06K +21 +27%
FEG
745
Financial Enhancement Group
Indiana
$5K +$5K +94 New
CB
746
CNB Bank
Pennsylvania
$5K +$5K +100 New
GI
747
GS Investments
Minnesota
$5K +$5K +100 New
NC
748
NewSquare Capital
Pennsylvania
$5K +$5K +100 New
KFS
749
Kelly Financial Services
Massachusetts
$4.75K -$4.4K -88 -48%
Bank Julius Baer & Co
750
Bank Julius Baer & Co
Switzerland
$4K -$37.9K -758 -90%
28 29
30
31 32