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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 %
HIA
951
Harbor Investment Advisory
Maryland
$24K – – –
SFG
952
Steward Financial Group
Texas
$24K – – –
RMC
953
Resources Management Corp
Connecticut
$23K -$16.7K -210 -42%
NIC
954
Northwest Investment Counselors
Oregon
$22.4K – – –
LWCFA
955
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22.1K – – –
RBC
956
Roble Belko & Company
Pennsylvania
$22K -$36.4K -520 -62%
MFA
957
McClarren Financial Advisors
Pennsylvania
$22K +$278 +4 +1%
CP
958
Castleview Partners
Texas
$21.7K +$21.7K +315 New
MA
959
MCF Advisors
Kentucky
$20.8K – – –
TH
960
TCTC Holdings
Texas
$20.8K – – –
GEA
961
Glen Eagle Advisors
New Jersey
$20.5K -$833 -12 -4%
AWM
962
Accel Wealth Management
Iowa
$20.1K – – –
TLA
963
Tanglewood Legacy Advisors
Texas
$19.9K – – –
CCA
964
Column Capital Advisors
Indiana
$19.9K – – –
GCM
965
Gables Capital Management
Florida
$19.8K +$2.43K +35 +14%
LFG
966
Larson Financial Group
Missouri
$19.6K +$17.8K +256 +985%
CIR
967
Clear Investment Research
Georgia
$19.4K – – –
MWM
968
Mascoma Wealth Management
New Hampshire
$19.3K – – –
WB
969
Webster Bank
Connecticut
$17.6K – – –
APC
970
Aspire Private Capital
North Carolina
$17.5K -$278 -4 -2%
CAC
971
Core Alternative Capital
Georgia
$17.4K – – –
SC
972
Schubert & Co
Texas
$17.1K +$764 +11 +5%
FMTCOCP
973
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K – – –
TIM
974
Tortoise Investment Management
New York
$15.8K – – –
SWA
975
SOA Wealth Advisors
New York
$15.5K +$208 +3 +1%
37 38
39
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