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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
JWM
801
Janiczek Wealth Management
Colorado
$80K +$13.8K +115 +23%
SWM
802
Sugarloaf Wealth Management
Georgia
$79K +$120 +1 +0.2%
BWA
803
BDO Wealth Advisors
Florida
$77K -$30K -250 -30%
RE
804
RBC Europe
United Kingdom
$73K
AA
805
Addison Advisors
Vermont
$72K +$32K +267 +96%
HFA
806
HC Financial Advisors
California
$71K
SC
807
Stephens Consulting
Michigan
$70.6K +$2.88K +24 +5%
PFGIA
808
Patriot Financial Group Insurance Agency
Massachusetts
$70K -$172K -1,435 -73%
T
809
TCWP
Ohio
$68K +$61.8K +515 New
WPA
810
West Paces Advisors
Georgia
$68K
TWM
811
Tradition Wealth Management
Minnesota
$64K -$15K -125 -20%
MA
812
MUFG Americas
New York
$62K
QC
813
Quent Capital
New York
$62K +$24K +200 +75%
CCA
814
Catalyst Capital Advisors
New York
$62K +$55.8K +465 New
BG
815
Bollard Group
Massachusetts
$61K +$839 +7 +2%
EW
816
Evoke Wealth
California
$60K -$95.9K -800 -64%
PH
817
Pinnacle Holdings
Oklahoma
$59.7K
NWM
818
Nauset Wealth Management
Connecticut
$59K +$53.5K +446 New
EWM
819
Endurance Wealth Management
Rhode Island
$58K
ASBI
820
American State Bank (Iowa)
Iowa
$56.3K
BWM
821
BerganKDV Wealth Management
Minnesota
$56K
JGIA
822
Jackson Grant Investment Advisers
Connecticut
$51K
DAC
823
Dividend Assets Capital
South Carolina
$50K
FFA
824
Freedman Financial Associates
Massachusetts
$49K
GAM
825
Gemmer Asset Management
California
$49K