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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
$1.12B
2
GQG Partners
GQG Partners
Florida
$1.5B
3
Morgan Stanley
Morgan Stanley
New York
$899M
4
Goldman Sachs
Goldman Sachs
New York
$645M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$120M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.08B
2
BlackRock
BlackRock
New York
$629M
3
Capital International Investors
Capital International Investors
California
$2.65B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$3.65B
5
Marshall Wace
Marshall Wace
United Kingdom
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1026
Copeland Capital Management
Pennsylvania
$3K – – –
WAS
1027
Winch Advisory Services
Wisconsin
$3K +$71 +1 +2%
KFS
1028
Kelly Financial Services
Massachusetts
$2.51K -$2.16K -31 -46%
PSB
1029
Piscataqua Savings Bank
New Hampshire
$2.43K -$2.43K -35 -50%
TWD
1030
True Wealth Design
Ohio
$2.15K – – –
FMII
1031
Farmers & Merchants Investments Inc
Nebraska
$2.01K +$2.01K +29 New
EWP
1032
Elevation Wealth Partners
California
$1.94K +$1.94K +28 New
MCM
1033
MV Capital Management
Maryland
$1.88K – – –
NC
1034
NewSquare Capital
Pennsylvania
$1.81K +$1.81K +26 New
CCP
1035
Carmel Capital Partners
California
$1.78K +$1.78K +26 New
EARNEST Partners
1036
EARNEST Partners
Georgia
$1.74K – – –
FGAM
1037
Financial Gravity Asset Management
Texas
$1.61K +$23 +1 +1%
CHA
1038
Carmichael Hill & Associates
Maryland
$1.6K – – –
WWM
1039
Wolff Wiese Magana
California
$1.39K – – –
AWM
1040
Avior Wealth Management
Nebraska
$1.38K – – –
SC
1041
Solstein Capital
California
$1.32K – – –
DWA
1042
Delos Wealth Advisors
Texas
$972 – – –
EBA
1043
Eagle Bay Advisors
New York
$902 – – –
ARS
1044
Adirondack Retirement Specialists
New York
$703 – – –
TFM
1045
TFC Financial Management
Massachusetts
$695 – – –
GFPC
1046
Global Financial Private Client
Florida
$559 – – –
LG
1047
LAM Group
Oregon
$139 – – –
California State Teachers Retirement System (CalSTRS)
1048
California State Teachers Retirement System (CalSTRS)
California
$69 – – –
SFCL
1049
Strengthening Families & Communities LLC
Massachusetts
$60 +$20 +291 +51%
Point72 Asset Management
1050
Point72 Asset Management
Connecticut
– -$104M -1,539,490 Closed
40 41
42
43 44