AZN icon

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
$1.69B
2
Sanders Capital
Sanders Capital
Florida
$989M
3
MNG
Manning & Napier Group
New York
$187M
4
ClearBridge Investments
ClearBridge Investments
New York
$242M
5
Holocene Advisors
Holocene Advisors
New York
$281M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$1.19B
2
FCM
Farallon Capital Management
California
$258M
3
WCM Investment Management
WCM Investment Management
California
$204M
4
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$48.4M
5
Artisan Partners
Artisan Partners
Wisconsin
$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1076
Avion Wealth
Texas
$5K – – –
EC
1077
EdgeRock Capital
Colorado
$4.99K +$4.99K +76 New
CPG
1078
Cornerstone Planning Group
New Jersey
$4.92K – – –
TAM
1079
Tucker Asset Management
Colorado
$4.78K -$269 -4 -5%
T
1080
Tidemark
California
$4.31K +$4.31K +64 New
ME
1081
McIlrath & Eck
Washington
$4.11K – – –
CCA
1082
Criterion Capital Advisors
Tennessee
$3.97K +$3.97K +59 New
DF
1083
Dunhill Financial
United Kingdom
$3.91K +$3.91K +64 New
JFGIW
1084
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.77K +$3.77K +56 New
NBT
1085
Northwest Bank & Trust
Iowa
$3.7K +$3.7K +55 New
CFD
1086
Creative Financial Designs
Indiana
$3.57K – – –
BCM
1087
Blume Capital Management
California
$3.37K -$876 -13 -21%
CAM
1088
Creekmur Asset Management
Illinois
$3.03K +$3.03K +45 New
FCG
1089
Financial Connections Group
California
$3K – – –
WAS
1090
Winch Advisory Services
Wisconsin
$2.84K – – –
CCM
1091
Copeland Capital Management
Pennsylvania
$2.76K – – –
IHWM
1092
Iron Horse Wealth Management
Iowa
$2.69K – – –
GWMIA
1093
Global Wealth Management Investment Advisory
Florida
$2.63K – – –
CAM
1094
ClariVest Asset Management
California
$2.63K +$2.63K +39 New
KFS
1095
Kelly Financial Services
Massachusetts
$2.44K – – –
SWM
1096
Sanctuary Wealth Management
Idaho
$2.43K – – –
BL
1097
BFSG LLC
California
$2.43K +$2.43K +36 New
PSB
1098
Piscataqua Savings Bank
New Hampshire
$2.36K – – –
TWD
1099
True Wealth Design
Ohio
$2.29K +$202 +3 +10%
TVAMP
1100
Tennessee Valley Asset Management Partners
Tennessee
$2.29K +$2.29K +34 New
42 43
44
45 46