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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
$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 %
MIA
1101
MeadowBrook Investment Advisors
Michigan
$2.09K +$2.09K +31 New
EWP
1102
Elevation Wealth Partners
California
$1.9K – – –
FRA
1103
Frank Rimerman Advisors
California
$1.89K +$1.89K +28 New
MCM
1104
MV Capital Management
Maryland
$1.82K – – –
VCM
1105
Versant Capital Management
Arizona
$1.82K -$6.33K -94 -78%
PIS
1106
POM Investment Strategies
North Carolina
$1.82K +$1.82K +27 New
LFG
1107
Larson Financial Group
Missouri
$1.78K -$5.07K -74 -74%
CHA
1108
Carmichael Hill & Associates
Maryland
$1.55K – – –
HWP
1109
Highline Wealth Partners
California
$1.35K – – –
GIM
1110
Gold Investment Management
Alberta, Canada
$1.35K +$1.35K +20 New
AWM
1111
Avior Wealth Management
Nebraska
$1.35K – – –
W
1112
WealthCollab
Washington
$1.28K +$1.28K +19 New
SC
1113
Solstein Capital
California
$1.28K – – –
RFG
1114
REAP Financial Group
Texas
$1.28K +$1.28K +19 New
CTA
1115
Colonial Trust Advisors
South Carolina
$1.21K – – –
TCWA
1116
Turtle Creek Wealth Advisors
Texas
$1.01K +$1.01K +15 New
OLVIG
1117
Oliver Lagore Vanvalin Investment Group
Michigan
$943 -$5.52K -82 -85%
DWA
1118
Delos Wealth Advisors
Texas
$943 – – –
OA
1119
Operose Advisors
Wisconsin
$674 -$67.1K -996 -99%
TFM
1120
TFC Financial Management
Massachusetts
$674 – – –
GFPC
1121
Global Financial Private Client
Florida
$539 – – –
LG
1122
LAM Group
Oregon
$135 – – –
California State Teachers Retirement System (CalSTRS)
1123
California State Teachers Retirement System (CalSTRS)
California
$67 – – –
Adage Capital Partners
1124
Adage Capital Partners
Massachusetts
– -$97.5M -1,439,929 Closed
CF
1125
Canoe Financial
Alberta, Canada
– -$51.7M -561,829 Closed
43 44
45
46 47