AZN icon

AstraZeneca
AZN

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 %
MLA
851
MB, Levis & Associates
Pennsylvania
$98.6K +$1.39K +20 +1%
SWM
852
Sugarloaf Wealth Management
Georgia
$94.8K +$69 +1 +0.1%
AIP
853
Ahrens Investment Partners
Louisiana
$92K +$92K +1,325 New
RFA
854
Resurgent Financial Advisors
Georgia
$91.8K -$48.7K -702 -35%
AAG
855
Armstrong Advisory Group
Massachusetts
$91.6K – – –
FP
856
Financial Perspectives
Minnesota
$90K +$3.47K +50 +4%
GWS
857
Glassman Wealth Services
Virginia
$89.6K +$4.51K +65 +5%
DWA
858
Dougherty Wealth Advisers
Minnesota
$89.5K – – –
LF
859
Lee Financial
Texas
$87.8K +$1.18K +17 +1%
BAAM
860
Baker Avenue Asset Management
California
$87.5K +$486 +7 +0.6%
WP
861
WealthPLAN Partners
Nebraska
$87.5K -$5.88M -84,727 -99%
FWM
862
Focused Wealth Management
New York
$87.4K +$69 +1 +0.1%
PB
863
Pinnacle Bancorp
Nebraska
$85.3K – – –
CFO
864
CVA Family Office
Colorado
$84.6K -$11.9K -171 -12%
OIA
865
Optimum Investment Advisors
Illinois
$84.1K – – –
BWL
866
Bogart Wealth LLC
Virginia
$83.8K +$12.1K +175 +17%
PAM
867
Paradigm Asset Management
New York
$83.3K – – –
FMP
868
Financial Management Professionals
Texas
$79K +$46.5K +668 +143%
NECFA
869
New England Capital Financial Advisors
Connecticut
$77.8K – – –
CA
870
Clearstead Advisors
Ohio
$76.1K +$31.5K +454 +71%
NSIM
871
North Star Investment Management
Illinois
$72.1K +$69.4K +1,000 +2,564%
BWA
872
BDO Wealth Advisors
Florida
$70.5K – – –
MIA
873
Milestone Investment Advisors
Wisconsin
$69.4K +$69.4K +1,000 New
TWM
874
Tradition Wealth Management
Minnesota
$69K +$1.73K +25 +3%
CB
875
Centennial Bank
Arkansas
$66.6K – – –
33 34
35
36 37