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AstraZeneca
AZN

Overview Fund Activity

945 hedge funds and large institutions have $29.4B invested in AstraZeneca in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 267 increasing their positions, 326 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
+44
Holders Change %
+4.88%
% of All Funds
14.59%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.2%
New
149
Increased
267
Reduced
326
Closed
87
Calls
$713M
Puts
$509M
Net Calls
+$204M
Net Calls Change
-$95.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.23B
2
HSBC Holdings
HSBC Holdings
United Kingdom
$494M
3
Marshall Wace
Marshall Wace
United Kingdom
$119M
4
FCM
Farallon Capital Management
California
$111M
5
APM
Avidity Partners Management
Texas
$167M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.74B
2
Goldman Sachs
Goldman Sachs
New York
$366M
3
Verition Fund Management
Verition Fund Management
Connecticut
$7.86M
4
BlackRock
BlackRock
New York
$357M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
1001
Consolidated Planning Corp
Georgia
– -$173K -2,878 Closed
RCA
1002
Ranch Capital Advisors
Florida
– -$74K -1,227 Closed
GPA
1003
Guidance Point Advisors
Massachusetts
– -$71K -1,198 Closed
CI
1004
CX Institutional
Indiana
– -$57K -954 Closed
PCA
1005
Providence Capital Advisors
North Carolina
– -$55K -921 Closed
EWA
1006
Evolution Wealth Advisors
Florida
– -$43K -718 Closed
BCWM
1007
Bartlett & Co Wealth Management
Ohio
– -$37.4K -623 Closed
BC
1008
Bartlett & Co
Ohio
– -$37K -623 Closed
CFD
1009
Creative Financial Designs
Indiana
– -$37K -615 Closed
BMD
1010
Better Money Decisions
New Mexico
– -$29K -486 Closed
RTL
1011
Red Tortoise LLC
Georgia
– -$24K -444 Closed
DOA
1012
D'Orazio & Associates
Virginia
– -$21K -347 Closed
RIA
1013
RPG Investment Advisory
California
– -$16K -265 Closed
LWM
1014
Liberty Wealth Management
California
– -$16K -262 Closed
SFP
1015
Sterling Financial Planning
New Jersey
– -$12K -200 Closed
CAGAS
1016
Capital Advisory Group Advisory Services
Minnesota
– -$9K -157 Closed
CFA
1017
Cahill Financial Advisors
Minnesota
– -$9K -155 Closed
EFSCE
1018
Enterprise Financial Services Corp (EFSC)
Missouri
– -$9K -152 Closed
LS
1019
Leelyn Smith
Illinois
– -$7K -117 Closed
SAI
1020
Systematic Alpha Investments
New Jersey
– -$7K -108 Closed
APWA
1021
Atlas Private Wealth Advisors
New Jersey
– -$6K -103 Closed
GI
1022
GS Investments
Minnesota
– -$6K -100 Closed
DWP
1023
Destiny Wealth Partners
Florida
– -$4K -59 Closed
WLPWM
1024
Walled Lake Planning & Wealth Management
Illinois
– -$4K -59 Closed
KIG
1025
Kowal Investment Group
Wisconsin
– -$3K -53 Closed
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