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AstraZeneca
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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 %
HFW
801
Horizon Family Wealth
Illinois
$205K -$3.96K -57 -2%
KA
802
Kovack Advisors
Florida
$205K -$2.99K -43 -1%
ACM
803
Allred Capital Management
Texas
$204K -$31.1K -448 -13%
TWA
804
Talisman Wealth Advisors
New Jersey
$203K +$203K +2,922 New
FCP
805
Fidelis Capital Partners
Florida
$203K +$203K +2,696 New
OIA
806
OneDigital Investment Advisors
Kansas
$203K +$203K +2,922 New
MIM
807
Marco Investment Management
Georgia
$202K +$202K +2,904 New
MWM
808
Massachusetts Wealth Management
Massachusetts
$201K +$201K +2,900 New
MG
809
Mather Group
Illinois
$200K +$200K +2,888 New
SIC
810
Salem Investment Counselors
North Carolina
$199K -$122K -1,751 -38%
IA
811
IFP Advisors
Florida
$192K -$320K -8,695 -63%
NMG
812
New Millennium Group
Utah
$180K -$763 -11 -0.4%
SSB
813
Sandy Spring Bank
Maryland
$178K +$41.9K +603 +31%
FCA
814
Fortis Capital Advisors
Kansas
$176K -$38.9K -560 -18%
ONST
815
Old North State Trust
North Carolina
$173K +$2.22K +32 +1%
CA
816
Crewe Advisors
Utah
$171K -$8.95K -129 -5%
CAM
817
Close Asset Management
United Kingdom
$167K – – –
Canada Life
818
Canada Life
Manitoba, Canada
$163K +$66.4K +957 +69%
PTC
819
Private Trust Company
Ohio
$161K +$9.23K +133 +6%
CWP
820
Concord Wealth Partners
Virginia
$160K +$1.25K +18 +0.8%
HBT
821
Hills Bank & Trust
Iowa
$154K -$51.2K -737 -25%
JWA
822
JFS Wealth Advisors
Pennsylvania
$150K +$139 +2 +0.1%
JFA
823
JNBA Financial Advisors
Minnesota
$148K – – –
TIM
824
Thompson Investment Management
Wisconsin
$147K +$147K +2,120 New
EMG
825
ETF Managers Group
New Jersey
$147K +$147K +2,120 New
31 32
33
34 35