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AstraZeneca

518 hedge funds and large institutions have $13.9B invested in AstraZeneca in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 166 increasing their positions, 167 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

45% more call options, than puts

Call options by funds: $171M | Put options by funds: $118M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more funds holding

Funds holding: 502518 (+16)

4% more capital invested

Capital invested by funds: $13.4B → $13.9B (+$525M)

0.47% more ownership

Funds ownership: 15.21%15.68% (+0.47%)

1% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 167

Holders
518
Holders Change
+16
Holders Change %
+3.19%
% of All Funds
11.87%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
59
Increased
166
Reduced
167
Closed
40
Calls
$171M
Puts
$118M
Net Calls
+$53.4M
Net Calls Change
-$5.35M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$883K -$36.6K -528 -4%
ISL
227
Ingalls & Snyder LLC
New York
$871K
LCM
228
Logan Capital Management
Pennsylvania
$866K -$44.8K -647 -5%
BIAS
229
Beacon Investment Advisory Services
New Jersey
$865K +$118K +1,700 +16%
RFC
230
Regions Financial Corp
Alabama
$852K +$16.4K +237 +2%
FRM
231
Fox Run Management
Connecticut
$848K +$840K +12,131 New
AAM
232
Azzad Asset Management
Virginia
$818K +$81.3K +1,174 +11%
Cerity Partners
233
Cerity Partners
New York
$811K -$343K -4,955 -30%
CS
234
Credential Securities
$799K -$12.6K -182 -2%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$793K +$15.5K +224 +2%
LC
236
Lourd Capital
California
$782K -$14.8K -213 -2%
WGCA
237
Wolf Group Capital Advisors
Virginia
$782K +$81.7K +1,180 +12%
SS
238
Simplicity Solutions
Minnesota
$779K -$115K -1,666 -13%
HCM
239
Howland Capital Management
Massachusetts
$769K
SI
240
Sofinnova Investments
California
$763K +$756K +10,916 New
MCM
241
McKinley Capital Management
Alaska
$753K -$104K -1,500 -12%
FAAS
242
First Allied Advisory Services
California
$752K -$79.2K -1,143 -10%
EMG
243
Ellington Management Group
Connecticut
$748K +$741K +10,700 New
Wolverine Trading
244
Wolverine Trading
Illinois
$730K +$723K +10,440 New
PCM
245
Prelude Capital Management
New York
$722K +$640K +9,238 +846%
Mackenzie Financial
246
Mackenzie Financial
Ontario, Canada
$700K -$51.7K -747 -7%
IAMOG
247
Investors Asset Management of Georgia
Georgia
$700K
DADC
248
D.A. Davidson & Co
Montana
$688K +$39.9K +576 +6%
GBT
249
Grove Bank & Trust
Florida
$677K +$68.3K +986 +11%
PVWM
250
Point View Wealth Management
New Jersey
$676K