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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 %
CWP
876
Concord Wealth Partners
Virginia
$145K -$11.7K -173 -7%
RS
877
Rakuten Securities
Japan
$139K +$139K +2,060 New
TIM
878
Thompson Investment Management
Wisconsin
$137K – – –
HF
879
Halpern Financial
Virginia
$134K +$86.7K +1,269 +184%
BHWM
880
Beaird Harris Wealth Management
Texas
$125K +$10.2K +151 +9%
ZB
881
Zions Bancorporation
Utah
$124K -$1.82K -27 -1%
NECFA
882
New England Capital Financial Advisors
Connecticut
$122K – – –
FFC
883
First Financial Corp
Indiana
$121K – – –
FP
884
Financial Perspectives
Minnesota
$120K +$22.9K +340 +24%
GWS
885
Glassman Wealth Services
Virginia
$119K +$8.55K +127 +8%
AA
886
Ancora Advisors
Ohio
$117K – – –
HBT
887
Hills Bank & Trust
Iowa
$114K -$3.57K -53 -3%
KBC Group
888
KBC Group
Belgium
$108K – – –
PAM
889
Paradigm Asset Management
New York
$108K – – –
BCWM
890
Bartlett & Co Wealth Management
Ohio
$106K +$53K +787 +99%
RA
891
Rise Advisors
New York
$106K – – –
HGERS
892
Householder Group Estate & Retirement Specialist
Arizona
$106K – – –
BC
893
Bartlett & Co
Ohio
$106K +$52.8K +787 +99%
NMG
894
New Millennium Group
Utah
$105K -$27.1K -402 -21%
KA
895
Kozak & Associates
Colorado
$101K – – –
FHA
896
First Horizon Advisors
Tennessee
$101K -$20.3K -301 -17%
CM
897
Caption Management
Oklahoma
$101K -$2.32M -34,500 -96%
LIA
898
Luken Investment Analytics
Tennessee
$101K – – –
BG
899
Bollard Group
Massachusetts
$100K – – –
CT
900
Colonial Trust
South Carolina
$97.2K -$2.22K -33 -2%
34 35
36
37 38