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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 %
CFFP
951
Center for Financial Planning
Michigan
$45.2K – – –
SFCL
952
Strengthening Families & Communities LLC
Massachusetts
$43.4K – – –
IGWM
953
ICA Group Wealth Management
Colorado
$41.9K +$41.9K +622 New
Nisa Investment Advisors
954
Nisa Investment Advisors
Missouri
$40.4K – – –
EL
955
EMFO LLC
Florida
$40.4K – – –
CAS
956
Coppell Advisory Solutions
Texas
$39.6K +$25.7K +382 +185%
NA
957
Nordwand Advisors
Pennsylvania
$38.9K +$12K +178 +45%
NRG
958
Nemes Rush Group
Michigan
$37.8K +$8.96K +133 +31%
AT
959
Arlington Trust
Alabama
$36.6K +$36.6K +543 New
SVCP
960
Silicon Valley Capital Partners
California
$36.4K -$4.04K -60 -10%
FMP
961
Financial Management Professionals
Texas
$36K +$1.56K +23 +5%
CWM
962
Cedar Wealth Management
California
$36K – – –
AEPWM
963
Atlantic Edge Private Wealth Management
Florida
$35.1K +$35.1K +521 New
IBOK
964
Independence Bank of Kentucky
Kentucky
$34.7K – – –
NFA
965
Northwest Financial Advisors
Virginia
$34.2K +$34.2K +507 New
Jones Financial Companies
966
Jones Financial Companies
Missouri
$34.1K +$15.8K +235 +87%
CT
967
Clearstead Trust
Maine
$33.7K – – –
HCM
968
Hollencrest Capital Management
California
$33.7K – – –
ECM
969
Estabrook Capital Management
New York
$32K – – –
AIC
970
Archer Investment Corporation
Indiana
$31.9K – – –
SS
971
Sunbelt Securities
Texas
$31.3K -$1.75K -26 -5%
TFGT
972
TS Financial Group (TSFG)
Illinois
$31K -$677 -10 -2%
POIA
973
Pin Oak Investment Advisors
Texas
$30K +$24.7K +370 +468%
AP
974
Arlington Partners
Alabama
$28.4K +$28.4K +422 New
VNA
975
Valley National Advisers
Pennsylvania
$28K +$4.67K +70 +20%
37 38
39
40 41