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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
SA
826
Shilanski & Associates
Alaska
-$215K -1,963 Closed
KCM
827
Kendall Capital Management
Maryland
-$213K -1,943 Closed
HR
828
Hayden Royal
North Carolina
-$212K -1,940 Closed
JIC
829
Joel Isaacson & Co
New York
-$212K -1,931 Closed
TC
830
TownSquare Capital
Utah
-$206K -1,921 Closed
IB
831
Intrust Bank
Kansas
-$207K -1,893 Closed
WAM
832
Wolverine Asset Management
Illinois
-$204K -1,870 Closed
PMA
833
Prudent Man Advisors
Illinois
-$204K -1,866 Closed
AL
834
Aspiriant LLC
California
-$203K -1,850 Closed
CCM
835
Canal Capital Management
Virginia
-$202K -1,843 Closed
CIC
836
Carnegie Investment Counsel
Ohio
-$201K -1,835 Closed
BBNA
837
Bremer Bank National Association
Minnesota
-$200K -1,832 Closed
CH
838
Canton Hathaway
Rhode Island
-$170K -1,553 Closed
BBL
839
Beck Bode LLC
Massachusetts
-$150K -1,371 Closed
JWM
840
Jeppson Wealth Management
California
-$138K -1,260 Closed
GSWM
841
Golden State Wealth Management
California
-$138K -1,255 Closed
FFA
842
Founders Financial Alliance
North Carolina
-$98K -906 Closed
BCM
843
Bourgeon Capital Management
Connecticut
-$82K -750 Closed
AWM
844
Adams Wealth Management
Utah
-$30K -276 Closed
CHAM
845
Clear Harbor Asset Management
Connecticut
-$27.4K -250 Closed
BWM
846
BNC Wealth Management
Oregon
-$22K -200 Closed
MCA
847
Mercer Capital Advisers
New Jersey
-$22K -200 Closed
SC
848
Slow Capital
California
-$20K -179 Closed
NIC
849
Northwest Investment Counselors
Oregon
-$18K -161 Closed
WCG
850
Weaver Consulting Group
California
-$11K -99 Closed