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AstraZeneca
AZN

Overview Fund Activity

1,124 hedge funds and large institutions have $34B invested in AstraZeneca in 2023 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 395 increasing their positions, 360 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,124
Holders Change
+54
Holders Change %
+5.05%
% of All Funds
16.48%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
147
Increased
395
Reduced
360
Closed
74
Calls
$470M
Puts
$416M
Net Calls
+$53.8M
Net Calls Change
-$188M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$795M
2
Sanders Capital
Sanders Capital
Florida
+$278M
3
MNG
Manning & Napier Group
New York
+$138M
4
ClearBridge Investments
ClearBridge Investments
New York
+$131M
5
Holocene Advisors
Holocene Advisors
New York
+$115M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$351M
2
FCM
Farallon Capital Management
California
-$151M
3
WCM Investment Management
WCM Investment Management
California
-$132M
4
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$126M
5
Artisan Partners
Artisan Partners
Wisconsin
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
FVWA
751
Foster Victor Wealth Advisors
South Carolina
$294K +$14.1K +204 +5%
EH
752
Equitable Holdings
New York
$294K -$17.7K -263 -6%
APA
753
Astoria Portfolio Advisors
New York
$294K – – –
IWA
754
Icon Wealth Advisors
Texas
$294K +$294K +4,362 New
LAI
755
Legal Advantage Investments
California
$293K -$13.5K -200 -4%
AI
756
Aperture Investors
New York
$292K – – –
MBT
757
Montecito Bank & Trust
California
$291K – – –
SQA
758
Simon Quick Advisors
New Jersey
$291K -$2.76K -41 -0.9%
GBWM
759
Granite Bay Wealth Management
New Hampshire
$287K – – –
SAM
760
Sequent Asset Management
Texas
$286K – – –
WCA
761
Westover Capital Advisors
Delaware
$286K -$1.01K -15 -0.4%
AWM
762
Altus Wealth Management
Kentucky
$286K – – –
RAM
763
Readystate Asset Management
Illinois
$286K +$73.5K +1,091 +35%
ICG
764
InterOcean Capital Group
Tennessee
$284K – – –
ST
765
Smithfield Trust
Pennsylvania
$284K – – –
SWP
766
Significant Wealth Partners
Illinois
$284K +$284K +4,215 New
FPAS
767
Focus Partners Advisor Solutions
Missouri
$283K +$67.6K +1,003 +31%
D
768
Diversified
Delaware
$283K -$15K -223 -5%
CCA
769
Cora Capital Advisors
New Jersey
$282K -$3.77K -56 -1%
FA
770
FC Advisory
Pennsylvania
$281K – – –
NQWM
771
Northwest Quadrant Wealth Management
Oregon
$281K – – –
CAG
772
Crestwood Advisors Group
Massachusetts
$279K +$279K +4,139 New
SWA
773
Stratos Wealth Advisors
Ohio
$278K +$278K +4,124 New
AWA
774
Arkadios Wealth Advisors
Georgia
$278K +$55K +816 +25%
DT
775
Diversified Trust
Tennessee
$276K -$162K -2,412 -37%
29 30
31
32 33