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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 %
MLA
901
MB, Levis & Associates
Pennsylvania
$96.3K – – –
MHR
902
Matthew Hamilton Rosenberg
$96.2K -$2.96K -44 -3%
AAG
903
Armstrong Advisory Group
Massachusetts
$95.6K – – –
TSWM
904
Tyler-Stone Wealth Management
Ohio
$94K – – –
LF
905
Lee Financial
Texas
$93.7K – – –
SIC
906
Salem Investment Counselors
North Carolina
$91.7K – – –
WB
907
Webster Bank
Connecticut
$88.6K – – –
TCOV
908
Trust Company of Vermont
Vermont
$88.3K -$252K -3,743 -74%
CA
909
Clearstead Advisors
Ohio
$88.2K -$108K -1,610 -55%
FDCP
910
Foster Dykema Cabot & Partners
Massachusetts
$87.2K +$87.2K +1,295 New
DWA
911
Dougherty Wealth Advisers
Minnesota
$86.9K – – –
GG
912
Greenwood Gearhart
Arkansas
$86.5K +$86.5K +1,285 New
BCV
913
Banque Cantonale Vaudoise
Switzerland
$86K -$18.8K -278 -18%
FWM
914
Focused Wealth Management
New York
$84.8K – – –
RFA
915
Resurgent Financial Advisors
Georgia
$84.1K +$36.3K +539 +76%
HWA
916
HHM Wealth Advisors
Tennessee
$83K +$51.9K +770 +167%
PB
917
Pinnacle Bancorp
Nebraska
$82.8K – – –
OPTFSNA
918
Old Point Trust & Financial Services N A
Virginia
$82.5K +$82.5K +1,225 New
CFO
919
CVA Family Office
Colorado
$82.1K +$82.1K +1,219 New
HBW
920
Hazlett, Burt & Watson
West Virginia
$82K -$5.33K -81 -6%
BWL
921
Bogart Wealth LLC
Virginia
$81.4K – – –
SWM
922
Sugarloaf Wealth Management
Georgia
$76.6K -$8.35K -124 -10%
ACM
923
Accent Capital Management
Ohio
$75.1K +$75.1K +1,115 New
BWP
924
Baldwin Wealth Partners
Massachusetts
$73.2K -$187K -2,780 -72%
SIS
925
Sound Income Strategies
Florida
$73.1K +$73.1K +1,085 New
35 36
37
38 39