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AstraZeneca
AZN

Overview Fund Activity

1,086 hedge funds and large institutions have $35.3B invested in AstraZeneca in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 337 increasing their positions, 388 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+36
Holders Change %
+3.43%
% of All Funds
17.13%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
112
Increased
337
Reduced
388
Closed
67
Calls
$641M
Puts
$815M
Net Calls
-$174M
Net Calls Change
-$195M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$402M
2
SI
Sofinnova Investments
California
+$121M
3
Goldman Sachs
Goldman Sachs
New York
+$94M
4
EIP
Epoch Investment Partners
New York
+$73.1M
5
Ameriprise
Ameriprise
Minnesota
+$59.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$427M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$272M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$252M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$200M
5
BlackRock
BlackRock
New York
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
876
Financial Perspectives
Minnesota
$92.8K – – –
DWA
877
Dougherty Wealth Advisers
Minnesota
$92.3K – – –
GWS
878
Glassman Wealth Services
Virginia
$92.3K -$143 -2 -0.2%
LF
879
Lee Financial
Texas
$90.5K – – –
SWM
880
Sugarloaf Wealth Management
Georgia
$90.3K -$7.45K -104 -8%
WP
881
WealthPLAN Partners
Nebraska
$90.2K – – –
FWM
882
Focused Wealth Management
New York
$90.1K – – –
CBT
883
Central Bank & Trust
Kentucky
$89.9K -$15.8K -221 -15%
PB
884
Pinnacle Bancorp
Nebraska
$88K – – –
CFO
885
CVA Family Office
Colorado
$87.2K – – –
OIA
886
Optimum Investment Advisors
Illinois
$86.7K – – –
BWL
887
Bogart Wealth LLC
Virginia
$86.5K – – –
PAM
888
Paradigm Asset Management
New York
$85.9K – – –
SWA
889
Sutton Wealth Advisors
Florida
$82.7K +$21.8K +304 +36%
SFCL
890
Strengthening Families & Communities LLC
Massachusetts
$77K +$15.1K +211 +24%
CA
891
Clearstead Advisors
Ohio
$74.9K -$3.58K -50 -5%
NSIM
892
North Star Investment Management
Illinois
$74.4K – – –
TWM
893
Tradition Wealth Management
Minnesota
$74K +$2.52K +35 +4%
Jones Financial Companies
894
Jones Financial Companies
Missouri
$72.3K +$47K +657 +186%
ATC
895
Adirondack Trust Company
New York
$71.6K +$41.5K +579 +138%
QPBE
896
Quintet Private Bank (Europe)
Luxembourg
$71.3K +$71.3K +1,092 New
CB
897
Centennial Bank
Arkansas
$68.7K – – –
KOCAA
898
Knights of Columbus Asset Advisors
Connecticut
$68.7K +$68.7K +960 New
BC
899
BIT Capital
Germany
$67.9K +$67.9K +949 New
BLC
900
Brown, Lisle/Cummings
Rhode Island
$65K – – –
34 35
36
37 38