We are live on ! Find out more
AZN icon

AstraZeneca

379 hedge funds and large institutions have $7.87B invested in AstraZeneca in 2013 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 131 increasing their positions, 125 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $191M | Put options by funds: $68.6M

158% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 26

15% more capital invested

Capital invested by funds: $6.87B → $7.87B (+$1.01B)

10% more funds holding

Funds holding: 343379 (+36)

5% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 125

0.03% less ownership

Funds ownership: 10.47%10.44% (-0.03%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
379
Holders Change
+36
Holders Change %
+10.5%
% of All Funds
11%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
67
Increased
131
Reduced
125
Closed
26
Calls
$191M
Puts
$68.6M
Net Calls
+$122M
Net Calls Change
+$32.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FCCM
226
First City Capital Management
Georgia
$582K +$7.17K +132 +1%
TCOTO
227
Trust Company of the Ozarks
Missouri
$580K
PVWM
228
Point View Wealth Management
New Jersey
$573K +$524K +9,647 New
KFS
229
KMS Financial Services
Washington
$530K +$13.1K +241 +3%
SAM
230
Symphony Asset Management
California
$520K +$475K +8,751 New
WSA
231
Willow Street Advisors
Florida
$517K
LWI
232
Long Wharf Investors
Massachusetts
$513K +$7.61K +140 +2%
HFS
233
HL Financial Services
Kentucky
$503K +$461K +8,477 New
BA
234
Boston Advisors
Massachusetts
$502K +$140K +2,575 +44%
AP
235
Advisor Partners
California
$498K +$26.7K +492 +6%
LNWWM
236
Laird Norton Wetherby Wealth Management
California
$497K -$21.9K -404 -5%
HNB
237
Huntington National Bank
Ohio
$494K +$17.7K +325 +4%
Kayne Anderson Rudnick Investment Management
238
Kayne Anderson Rudnick Investment Management
California
$494K +$219K +4,030 +94%
HI
239
Hudock Inc
Pennsylvania
$493K +$5.43K +100 +1%
GAM
240
Garrison Asset Management
Arkansas
$492K +$30.4K +560 +7%
DADC
241
D.A. Davidson & Co
Montana
$485K +$73.8K +1,359 +20%
MM
242
Midas Management
New York
$475K
Envestnet Asset Management
243
Envestnet Asset Management
Illinois
$467K -$23.4K -431 -5%
BCMO
244
Buckingham Capital Management (Ohio)
Ohio
$446K +$7.06K +130 +2%
WS
245
Wedbush Securities
California
$444K +$406K +7,481 New
WTC
246
WhitTier Trust Company
Nevada
$440K -$35.3K -650 -8%
HH
247
Hilltop Holdings
Texas
$437K +$167K +3,073 +72%
MG
248
MDE Group
New Jersey
$435K -$3.26K -60 -0.8%
ID
249
Integral Derivatives
New York
$435K +$398K +7,331 New
LCM
250
LVM Capital Management
Michigan
$416K -$163K -3,000 -30%