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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
MHC
801
Meyer Handelman Company
New York
-$573K -5,225 Closed
AAP
802
Ardsley Advisory Partners
Connecticut
-$521K -4,750 Closed
GAM
803
Griffin Asset Management
New York
-$508K -4,631 Closed
WSC
804
Wellington Shields & Co
New York
-$411K -3,750 Closed
MCM
805
Mainstay Capital Management
Michigan
-$400K -3,652 Closed
HH
806
Hilltop Holdings
Texas
-$366K -3,340 Closed
GIA
807
Gladstone Institutional Advisory
Florida
-$360K -3,281 Closed
AIP
808
Ahrens Investment Partners
Louisiana
-$345K -3,152 Closed
AWA
809
Arete Wealth Advisors
Illinois
-$331K -3,057 Closed
AC
810
Avestar Capital
New York
-$313K -2,945 Closed
AIP
811
Almanack Investment Partners
Pennsylvania
-$618K -2,923 Closed
CAMG
812
CWA Asset Management Group
Florida
-$317K -2,892 Closed
MWA
813
Meridian Wealth Advisors
Texas
-$310K -2,826 Closed
UR
814
USCA RIA
Texas
-$308K -2,809 Closed
IIA
815
IPG Investment Advisors
California
-$296K -2,695 Closed
CS
816
Comerica Securities
Michigan
-$279K -2,545 Closed
OL
817
Optas LLC
Texas
-$275K -2,504 Closed
Koshinski Asset Management
818
Koshinski Asset Management
Illinois
-$255 -2,304 Closed
VF
819
Virtu Financial
New York
-$246K -2,245 Closed
RCAG
820
Rehmann Capital Advisory Group
Michigan
-$244K -2,228 Closed
KFGK
821
Keystone Financial Group (Kentucky)
Kentucky
-$233K -2,128 Closed
W
822
WealthStone
Ohio
-$228K -2,080 Closed
EWA
823
Exencial Wealth Advisors
Oklahoma
-$226K -2,066 Closed
SSG
824
Summit Securities Group
New York
-$225K -2,050 Closed
EPWM
825
Essex Private Wealth Management
Massachusetts
-$217K -1,983 Closed