AZN icon

AstraZeneca
AZN

Overview Fund Activity

1,050 hedge funds and large institutions have $35B invested in AstraZeneca in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 406 increasing their positions, 348 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
-7
Holders Change %
-0.66%
% of All Funds
16.81%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.21%
New
86
Increased
406
Reduced
348
Closed
69
Calls
$487M
Puts
$466M
Net Calls
+$21.3M
Net Calls Change
+$20.1M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$756M
2
GQG Partners
GQG Partners
Florida
+$302M
3
Morgan Stanley
Morgan Stanley
New York
+$189M
4
Goldman Sachs
Goldman Sachs
New York
+$107M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$88.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$678M
2
BlackRock
BlackRock
New York
-$212M
3
Capital International Investors
Capital International Investors
California
-$185M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$135M
5
Marshall Wace
Marshall Wace
United Kingdom
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
926
TS Financial Group (TSFG)
Illinois
$32K +$281 +4 +0.9%
Baillie Gifford & Co
927
Baillie Gifford & Co
United Kingdom
$31.7K +$3.89K +56 +14%
BWM
928
BerganKDV Wealth Management
Minnesota
$31.3K – – –
CFFP
929
Center for Financial Planning
Michigan
$31.2K – – –
SSC
930
Syverson Strege & Co
Iowa
$30.3K +$30.3K +437 New
ATC
931
Adirondack Trust Company
New York
$29.1K – – –
CC
932
Centiva Capital
New York
$28.8K +$28.8K +415 New
NA
933
Nordwand Advisors
Pennsylvania
$27.8K -$1.39M -20,086 -98%
RF
934
Robbins Farley
New Hampshire
$27.8K – – –
MFT
935
Moisand Fitzgerald Tamayo
Florida
$27.7K – – –
DWMG
936
DB Wealth Management Group
California
$27.6K – – –
WTA
937
Washington Trust Advisors
Massachusetts
$27.3K -$24K -346 -47%
HS
938
Horan Securities
United States
$27.3K -$2.43K -35 -8%
VNA
939
Valley National Advisers
Pennsylvania
$27K – – –
HFS
940
Hantz Financial Services
Michigan
$27K +$141 +2 +0.5%
AIM
941
Anchor Investment Management
South Carolina
$26.8K – – –
OAJ
942
Ogorek Anthony Joseph
New York
$26K – – –
CAL
943
Capital Analysts LLC
Pennsylvania
$26K +$349 +5 +1%
BWM
944
Baystate Wealth Management
Massachusetts
$25.9K +$1.67K +24 +7%
AFG
945
Albion Financial Group
Utah
$25K – – –
RFA
946
Register Financial Advisors
Georgia
$25K – – –
Jones Financial Companies
947
Jones Financial Companies
Missouri
$24.5K -$27.7K -399 -53%
PCFFS
948
Pacific Center for Financial Services
California
$24.3K +$24.3K +350 New
FSWA
949
Financial Synergies Wealth Advisors
Texas
$24.1K – – –
CCA
950
Catalyst Capital Advisors
New York
$24.1K -$9.02K -130 -27%
36 37
38
39 40