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AstraZeneca

1,141 hedge funds and large institutions have $33.8B invested in AstraZeneca in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 482 increasing their positions, 340 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 482 | Existing positions reduced: 340

28% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 94

2% more call options, than puts

Call options by funds: $480M | Put options by funds: $470M

1% more funds holding

Funds holding: 1,1301,141 (+11)

0.23% less ownership

Funds ownership: 16.28%16.06% (-0.23%)

1% less capital invested

Capital invested by funds: $34B → $33.8B (-$235M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
1,141
Holders Change
+11
Holders Change %
+0.97%
% of All Funds
16.44%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
120
Increased
482
Reduced
340
Closed
94
Calls
$480M
Puts
$470M
Net Calls
+$10M
Net Calls Change
-$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
1076
Cornerstone Planning Group
New Jersey
$7.56K +$1.72K +13 +35%
DWM
1077
Dogwood Wealth Management
Kansas
$6.99K
PA
1078
PSI Advisors
Florida
$6.93K
FF
1079
Friedenthal Financial
New Jersey
$6.84K
FWM
1080
FSA Wealth Management
Massachusetts
$6.78K
LWA
1081
Lowe Wealth Advisors
Maryland
$6.78K
PFSC
1082
Peoples Financial Services Corp
Pennsylvania
$6.78K
FCAS
1083
First Command Advisory Services
Texas
$6.78K +$6.62K +50 New
TC
1084
Truvestments Capital
Florida
$6.64K
CSC
1085
Caldwell Sutter Capital
California
$6.3K -$3.31K -25 -35%
GJIA
1086
Glass Jacobson Investment Advisors
Maryland
$6.23K -$13.9K -105 -70%
AW
1087
Avion Wealth
Texas
$6K
PO
1088
Private Ocean
California
$5.96K +$5.83K +44 New
HWM
1089
HighMark Wealth Management
Minnesota
$5.93K
MCA
1090
Maryland Capital Advisors
Maryland
$5.69K -$7.68K -58 -58%
IFAM
1091
Institutional & Family Asset Management
Colorado
$5.62K
MSFP
1092
Mark Sheptoff Financial Planning
Connecticut
$5.56K
WTA
1093
Washington Trust Advisors
Massachusetts
$5.49K
SL
1094
Salomon & Ludwin
Virginia
$5.01K +$4.9K +37 New
RFS
1095
Richardson Financial Services
Massachusetts
$4.95K +$4.9K +37 New
PCWA
1096
Pacific Capital Wealth Advisors
California
$4.74K +$4.63K +35 New
TWD
1097
True Wealth Design
Ohio
$4.47K +$2.12K +16 +94%
PSB
1098
Piscataqua Savings Bank
New Hampshire
$4.4K +$1.99K +15 +83%
DF
1099
Dunhill Financial
United Kingdom
$4.34K
T
1100
Tidemark
California
$4.34K