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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 %
JWM
776
Jeppson Wealth Management
California
$224K – – –
Toronto Dominion Bank
777
Toronto Dominion Bank
Ontario, Canada
$224K +$37.3K +537 +20%
SFA
778
Souders Financial Advisors
Ohio
$224K -$50.5K -728 -18%
BFA
779
Beaumont Financial Advisors
Massachusetts
$224K +$5.69K +82 +3%
TCA
780
Transcend Capital Advisors
New Jersey
$224K -$85K -1,224 -28%
JHCP
781
Jackson Hole Capital Partners
Oklahoma
$224K – – –
WSTAM
782
Wilbanks Smith & Thomas Asset Management
Virginia
$223K -$3.05K -44 -1%
SICM
783
Sustainable Insight Capital Management
New York
$222K +$222K +3,200 New
DE
784
Day & Ennis
Georgia
$221K – – –
SWM
785
SFG Wealth Management
Maryland
$220K – – –
TPW
786
Tiller Private Wealth
Pennsylvania
$220K – – –
NJBEST
787
New Jersey Better Educational Savings Trust
New Jersey
$215K – – –
FNBOH
788
First National Bank of Hutchinson
Kansas
$215K +$2.15K +31 +1%
FMWA
789
Forvis Mazars Wealth Advisors
Missouri
$214K +$2.22K +32 +1%
Millennium Management
790
Millennium Management
New York
$212K -$43.6M -628,006 -100%
FB
791
Fulton Bank
Pennsylvania
$212K +$212K +3,054 New
EF
792
Empirical Finance
Pennsylvania
$212K -$1.11K -16 -0.5%
CC
793
Callan Capital
California
$211K – – –
WWP
794
WR Wealth Planners
Missouri
$211K +$202K +2,905 +2,075%
LRWA
795
Long Run Wealth Advisors
New York
$210K +$555 +8 +0.3%
Credit Agricole
796
Credit Agricole
France
$208K -$69.4K -1,000 -25%
BCA
797
Bay Colony Advisors
Massachusetts
$207K -$2.42K -35 -1%
1SB
798
1ST Source Bank
Indiana
$207K +$207K +2,986 New
CHP
799
Cable Hill Partners
Oregon
$207K -$63.9K -920 -24%
WMA
800
Wealth Management Associates
New Jersey
$206K – – –
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32
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