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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
KFS
751
Kelly Financial Services
Massachusetts
$4.75K -$4.66K -44 -48%
Bank Julius Baer & Co
752
Bank Julius Baer & Co
Switzerland
$4K -$40.1K -379 -90%
CFD
753
Creative Financial Designs
Indiana
$4K -$9.43K -89 -68%
WOC
754
West Oak Capital
California
$4K
FCA
755
FinTrust Capital Advisors
South Carolina
$4K +$2.22K +21 +111%
DWP
756
Destiny Wealth Partners
Florida
$4K +$4.03K +38 New
VCG
757
Vantage Consulting Group
Virginia
$4K +$4.24K +40 New
BSSFA
758
Baron Silver Stevens Financial Advisors
Florida
$4K +$4.34K +41 New
HCP
759
Hexagon Capital Partners
Arkansas
$3K -$2.86K -27 -42%
SMG
760
Spectrum Management Group
Indiana
$3K -$1.8K -17 -36%
AAP
761
Arax Advisory Partners
Colorado
$3K
DSC
762
Duncker Streett & Co
Missouri
$3K
FBT
763
First Bank & Trust
South Dakota
$3K
WAS
764
Winch Advisory Services
Wisconsin
$3K +$1.06K +10 +56%
FMTCOCP
765
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K +$2.97K +28 New
PFA
766
Professional Financial Advisors
Nebraska
$3K +$2.97K +28 New
SIAG
767
Safeguard Investment Advisory Group
California
$3K +$4.24K +40 New
CT
768
Caldwell Trust
Florida
$2.35K
LFG
769
Larson Financial Group
Missouri
$2K -$1.7K -16 -42%
CAGAS
770
Capital Advisory Group Advisory Services
Minnesota
$2K
CAL
771
Capital Analysts LLC
Pennsylvania
$2K +$2.33K +22 New
BHWM
772
Bay Harbor Wealth Management
Maryland
$2K +$2.65K +25 New
TVWM
773
Tower View Wealth Management
Wisconsin
$2K +$2.65K +25 New
MAM
774
Meeder Asset Management
Ohio
$1K
MCM
775
MV Capital Management
Maryland
$1K