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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 %
MNBTD
751
Moody National Bank Trust Division
Texas
$250K +$35.8K +516 +17%
CCM
752
Canal Capital Management
Virginia
$250K – – –
WC
753
Waterloo Capital
Texas
$249K +$249K +3,593 New
Wealth Enhancement Advisory Services
754
Wealth Enhancement Advisory Services
Minnesota
$248K +$248K +3,569 New
RWA
755
Ropes Wealth Advisors
Massachusetts
$247K -$26.3K -379 -10%
SC
756
Savant Capital
Illinois
$244K +$244K +3,517 New
EP
757
Eudaimonia Partners
Tennessee
$244K +$16K +231 +7%
AF
758
Advisornet Financial
Minnesota
$243K +$136K +1,954 +126%
Allspring Global Investments
759
Allspring Global Investments
North Carolina
$242K – – –
First Manhattan
760
First Manhattan
New York
$241K -$132K -1,905 -35%
NWM
761
Northcape Wealth Management
New York
$239K +$239K +3,450 New
WWM
762
Western Wealth Management
Colorado
$238K +$16.5K +238 +7%
FANJ
763
Financial Architects (New Jersey)
New Jersey
$237K +$17.3K +249 +8%
CAMG
764
CWA Asset Management Group
Florida
$236K – – –
OBWG
765
Onyx Bridge Wealth Group
New York
$236K +$7.91K +114 +3%
GVAG
766
Great Valley Advisor Group
Delaware
$236K -$35.7K -515 -13%
BA
767
Bellwether Advisors
Nebraska
$235K – – –
HI
768
Hudock Inc
Pennsylvania
$234K -$20.8K -300 -8%
CCA
769
Cobblestone Capital Advisors
New York
$234K – – –
SMA
770
Sage Mountain Advisors
Georgia
$232K +$232K +3,343 New
AAM
771
Aureus Asset Management
Massachusetts
$230K -$3.47K -50 -1%
CS
772
Cannell & Spears
New York
$230K – – –
PPWM
773
PFG Private Wealth Management
Florida
$229K +$4.72K +68 +2%
NP
774
NorthRock Partners
Minnesota
$229K +$229K +3,294 New
LCWP
775
Legacy Capital Wealth Partners
Arkansas
$226K +$226K +3,249 New
29 30
31
32 33