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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 %
JFG
801
Jefferies Financial Group
New York
$249K -$557K -8,270 -69%
CTC
802
Cetera Trust Company
Minnesota
$249K +$249K +3,700 New
HI
803
Hudock Inc
Pennsylvania
$249K – – –
HPC
804
HM Payson & Co
Maine
$249K -$63.1K -937 -20%
PTC
805
Private Trust Company
Ohio
$248K +$12.8K +190 +5%
AHL
806
Abel Hall LLC
Louisiana
$248K +$248K +3,683 New
WWP
807
WR Wealth Planners
Missouri
$248K +$42.9K +637 +21%
IAA
808
Independent Advisor Alliance
North Carolina
$247K -$16.5K -245 -6%
WCM
809
Wunderlich Capital Managemnt
Tennessee
$246K +$246K +3,653 New
NC
810
NinePointTwo Capital
California
$244K – – –
BWM
811
BKM Wealth Management
Wisconsin
$243K +$243K +3,613 New
CIA
812
Compass Ion Advisors
Pennsylvania
$242K -$57.9K -860 -19%
CCM
813
Canal Capital Management
Virginia
$242K – – –
AT
814
Avalon Trust
New Mexico
$239K -$11.8K -175 -5%
GSIAS
815
Garden State Investment Advisory Services
New Jersey
$238K +$4.45K +66 +2%
GGA
816
Granite Group Advisors
Connecticut
$238K +$238K +3,512 New
AAM
817
Aureus Asset Management
Massachusetts
$237K +$20.3K +302 +9%
FIA
818
Foundations Investment Advisors
Arizona
$237K +$9.96K +149 +4%
FFO
819
Fiduciary Family Office
Florida
$235K +$235K +3,493 New
VC
820
Veery Capital
Delaware
$235K +$235K +3,489 New
BMO
821
Beck Mack & Oliver
New York
$233K – – –
TCM
822
Triumph Capital Management
Colorado
$233K +$18.4K +273 +9%
NWM
823
Northcape Wealth Management
New York
$232K – – –
WWM
824
Western Wealth Management
Colorado
$232K +$2.02K +30 +0.9%
PFP
825
Pinnacle Financial Partners
Tennessee
$232K +$232K +3,445 New
31 32
33
34 35