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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 %
PH
901
Pinnacle Holdings
Oklahoma
$64.4K +$64.4K +900 New
SC
902
Stephens Consulting
Michigan
$63K – – –
AP
903
Arlington Partners
Alabama
$61.3K +$25.1K +351 +70%
RFA
904
Resurgent Financial Advisors
Georgia
$61.2K -$33.4K -467 -35%
BAAM
905
Baker Avenue Asset Management
California
$59.5K -$30.6K -428 -34%
JWM
906
Janiczek Wealth Management
Colorado
$59K +$4.01K +56 +7%
RI
907
Ridgewood Investments
New Jersey
$57.9K -$3.08K -43 -5%
HF
908
Halpern Financial
Virginia
$57.7K +$1.29K +18 +2%
BC
909
Bartlett & Co
Ohio
$57K +$12.2K +169 +27%
BCWM
910
Bartlett & Co Wealth Management
Ohio
$56.7K +$12.1K +169 +27%
GGI
911
Godsey & Gibb Inc
Virginia
$56.2K – – –
RCM
912
Raleigh Capital Management
North Carolina
$55.8K – – –
DAC
913
Dividend Assets Capital
South Carolina
$54K – – –
VWM
914
Valley Wealth Managers
New Jersey
$53.7K – – –
QC
915
Quent Capital
New York
$52.9K +$1.65K +23 +3%
HBW
916
Hazlett, Burt & Watson
West Virginia
$52K +$789 +11 +2%
MRCM
917
M&R Capital Management
New Jersey
$49.2K – – –
FWA
918
FSC Wealth Advisors
New York
$45.4K +$5.01K +70 +12%
SFG
919
Steward Financial Group
Texas
$45K +$20.5K +292 +84%
EWM
920
Endurance Wealth Management
Rhode Island
$44K – – –
EL
921
EMFO LLC
Florida
$42.9K – – –
Nisa Investment Advisors
922
Nisa Investment Advisors
Missouri
$42.9K – – –
WT
923
Washington Trust
Rhode Island
$42.9K – – –
WIM
924
Westside Investment Management
California
$42.7K – – –
SVCP
925
Silicon Valley Capital Partners
California
$42.7K +$38.4K +537 +895%
35 36
37
38 39