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AstraZeneca

981 hedge funds and large institutions have $34.2B invested in AstraZeneca in 2022 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 340 increasing their positions, 299 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 79

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

17% more capital invested

Capital invested by funds: $29.4B → $34.2B (+$4.85B)

14% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 299

3% more funds holding

Funds holding: 949981 (+32)

10% more call options, than puts

Call options by funds: $495M | Put options by funds: $450M

0.4% more ownership

Funds ownership: 16.27%16.67% (+0.4%)

Holders
981
Holders Change
+32
Holders Change %
+3.37%
% of All Funds
15.47%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
120
Increased
340
Reduced
299
Closed
79
Calls
$495M
Puts
$450M
Net Calls
+$44.6M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
APC
901
Aspire Private Capital
North Carolina
$17K
GCM
902
Gables Capital Management
Florida
$17K
WB
903
Webster Bank
Connecticut
$17K
CAL
904
Capital Analysts LLC
Pennsylvania
$17K +$240 +2 +2%
CAC
905
Core Alternative Capital
Georgia
$17K +$15K +125 New
SWA
906
SOA Wealth Advisors
New York
$16K +$240 +2 +2%
HCP
907
Hexagon Capital Partners
Arkansas
$15K
M1FG
908
Mach-1 Financial Group
Arkansas
$15K
TIM
909
Tortoise Investment Management
New York
$15K
HBW
910
Hazlett, Burt & Watson
West Virginia
$15K +$13.4K +112 New
AIC
911
Archer Investment Corporation
Indiana
$14.1K
Kayne Anderson Rudnick Investment Management
912
Kayne Anderson Rudnick Investment Management
California
$14K +$9.11K +76 +271%
AP
913
Atwood & Palmer
Missouri
$13K
BAM
914
Bellevue Asset Management
Washington
$13K
BBPWM
915
Blue Bell Private Wealth Management
Pennsylvania
$13K
CWM
916
CarsonAllaria Wealth Management
Illinois
$13K
MTIC
917
Missouri Trust & Investment Company
Missouri
$13K
OA
918
Operose Advisors
Wisconsin
$13K
GWMIA
919
Global Wealth Management Investment Advisory
Florida
$11K -$2M -16,696 -100%
SCA
920
Stuart Chaussee & Associates
California
$11K
CTB
921
Country Trust Bank
Illinois
$10K
FCT
922
First Community Trust
Iowa
$10K
C
923
Covestor
United Kingdom
$10K +$9.35K +78 New
CAGAS
924
Capital Advisory Group Advisory Services
Minnesota
$10K +$9.47K +79 New
WWP
925
WR Wealth Planners
Missouri
$9.29K +$8.39K +70 New