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AstraZeneca

981 hedge funds and large institutions have $34.2B invested in AstraZeneca in 2022 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 340 increasing their positions, 299 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 79

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

17% more capital invested

Capital invested by funds: $29.4B → $34.2B (+$4.85B)

14% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 299

3% more funds holding

Funds holding: 949981 (+32)

10% more call options, than puts

Call options by funds: $495M | Put options by funds: $450M

0.4% more ownership

Funds ownership: 16.27%16.67% (+0.4%)

Holders
981
Holders Change
+32
Holders Change %
+3.37%
% of All Funds
15.47%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
120
Increased
340
Reduced
299
Closed
79
Calls
$495M
Puts
$450M
Net Calls
+$44.6M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
751
Kings Point Capital Management
New York
$195K
AF
752
Allworth Financial
California
$194K +$480 +4 +0.3%
SIC
753
Salem Investment Counselors
North Carolina
$188K
SSB
754
Sandy Spring Bank
Maryland
$177K -$21K -175 -12%
CBT
755
Central Bank & Trust
Kentucky
$170K
MAM
756
Meeder Asset Management
Ohio
$167K +$151K +1,258 New
CWP
757
Concord Wealth Partners
Virginia
$161K -$4.44K -37 -3%
TFS
758
TrustCore Financial Services
Tennessee
$161K +$146K +1,216 New
JWA
759
JFS Wealth Advisors
Pennsylvania
$154K +$20.5K +171 +17%
HPC
760
HM Payson & Co
Maine
$149K +$120K +1,000 +787%
AA
761
Ancora Advisors
Ohio
$146K
CAM
762
Close Asset Management
United Kingdom
$143K
Koshinski Asset Management
763
Koshinski Asset Management
Illinois
$142K +$5.04K +42 +4%
ZB
764
Zions Bancorporation
Utah
$142K +$6.84K +57 +6%
SCA
765
Sandy Cove Advisors
Massachusetts
$133K
NFSG
766
Newbridge Financial Services Group
Florida
$132K +$360 +3 +0.3%
FFA
767
Fairfield Financial Advisors
Massachusetts
$130K +$117K +977 New
BHWM
768
Beaird Harris Wealth Management
Texas
$125K +$10.9K +91 +11%
CA
769
Crewe Advisors
Utah
$124K
FFC
770
First Financial Corp
Indiana
$117K
MW
771
Milestone Wealth
New York
$117K
FPS
772
Fieldpoint Private Securities
Connecticut
$116K +$6.24K +52 +6%
DWA
773
Dougherty Wealth Advisers
Minnesota
$114K
Toronto Dominion Bank
774
Toronto Dominion Bank
Ontario, Canada
$113K +$30.5K +254 +42%
IPAM
775
ICICI Prudential Asset Management
India
$110K +$98.3K +820 New