AZN icon

AstraZeneca
AZN

Overview Fund Activity

378 hedge funds and large institutions have $7.87B invested in AstraZeneca in 2013 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 131 increasing their positions, 125 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+35
Holders Change %
+10.2%
% of All Funds
10.98%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
66
Increased
131
Reduced
125
Closed
26
Calls
$191M
Puts
$68.6M
Net Calls
+$122M
Net Calls Change
+$32.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.76B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$516M
3
Capital International Investors
3
Capital International Investors
California
$92.5M
4
JHIU
4
Janus Henderson Investors US
Colorado
$73.3M
5
BA
5
BlackRock Advisors
Delaware
$129M

Top Sellers

1
U
1
UBS
Switzerland
$180M
2
Boston Partners
2
Boston Partners
Massachusetts
$19.7M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$219M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$6.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCCM
226
First City Capital Management
Georgia
$582K +$7.84K +264 +1%
TCOTO
227
Trust Company of the Ozarks
Missouri
$580K – – –
PVWM
228
Point View Wealth Management
New Jersey
$573K +$573K +19,294 New
KFS
229
KMS Financial Services
Washington
$530K +$14.3K +482 +3%
SAM
230
Symphony Asset Management
California
$520K +$520K +17,502 New
WSA
231
Willow Street Advisors
Florida
$517K – – –
LWI
232
Long Wharf Investors
Massachusetts
$513K +$8.31K +280 +2%
HFS
233
HL Financial Services
Kentucky
$503K +$503K +16,954 New
BA
234
Boston Advisors
Massachusetts
$502K +$153K +5,150 +44%
AP
235
Advisor Partners
California
$498K +$29.2K +984 +6%
LNWWM
236
Laird Norton Wetherby Wealth Management
California
$497K -$24K -808 -5%
HNB
237
Huntington National Bank
Ohio
$494K +$19.3K +650 +4%
Kayne Anderson Rudnick Investment Management
238
Kayne Anderson Rudnick Investment Management
California
$494K +$239K +8,060 +94%
HI
239
Hudock Inc
Pennsylvania
$493K +$5.94K +200 +1%
GAM
240
Garrison Asset Management
Arkansas
$492K +$33.2K +1,120 +7%
DADC
241
D.A. Davidson & Co
Montana
$485K +$80.2K +2,718 +20%
MM
242
Midas Management
New York
$475K – – –
Envestnet Asset Management
243
Envestnet Asset Management
Illinois
$467K -$25.6K -862 -5%
BCMO
244
Buckingham Capital Management (Ohio)
Ohio
$446K +$7.72K +260 +2%
WS
245
Wedbush Securities
California
$444K +$444K +14,962 New
WTC
246
WhitTier Trust Company
Nevada
$440K -$38.6K -1,300 -8%
HH
247
Hilltop Holdings
Texas
$437K +$183K +6,146 +72%
MG
248
MDE Group
New Jersey
$435K -$3.56K -120 -0.8%
ID
249
Integral Derivatives
New York
$435K +$435K +14,662 New
LCM
250
LVM Capital Management
Michigan
$416K -$178K -6,000 -30%
8 9
10
11 12