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AstraZeneca

343 hedge funds and large institutions have $6.87B invested in AstraZeneca in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 140 increasing their positions, 93 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $140M | Put options by funds: $49.7M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

51% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 93

44% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 34

18% more capital invested

Capital invested by funds: $5.84B → $6.87B (+$1.03B)

4% more funds holding

Funds holding: 331343 (+12)

0.6% more ownership

Funds ownership: 9.87%10.47% (+0.6%)

Holders
343
Holders Change
+12
Holders Change %
+3.63%
% of All Funds
11.12%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.29%
New
49
Increased
140
Reduced
93
Closed
34
Calls
$140M
Puts
$49.7M
Net Calls
+$89.9M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NCMW
251
Northern Capital Management (Wisconsin)
Wisconsin
$318K -$10K -200 -3%
CIM
252
Calvert Investment Management
Maryland
$318K
CRC
253
Curi RMB Capital
Illinois
$312K -$100K -1,994 -25%
FWIA
254
Fort Washington Investment Advisors
Ohio
$312K -$23.5K -468 -7%
BSA
255
Braun Stacey Associates
New York
$312K
CB
256
Chemical Bank
Michigan
$312K
BA
257
Boston Advisors
Massachusetts
$305K -$45.1K -897 -13%
M&T Bank
258
M&T Bank
New York
$303K +$6.33K +126 +2%
JIC
259
Johnson Investment Counsel
Ohio
$299K +$9.04K +180 +3%
TAM
260
Tocqueville Asset Management
New York
$297K +$287K +5,724 New
CIP
261
Convergence Investment Partners
Florida
$293K -$79.9K -1,591 -22%
GVT
262
Genesee Valley Trust
New York
$289K -$3.01K -60 -1%
WA
263
WealthTrust Axiom
Pennsylvania
$280K -$40.2K -800 -13%
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$280K +$2.16K +43 +0.8%
COI
265
Connable Office Inc
Michigan
$279K
AWMS
266
Advocacy Wealth Management Services
Georgia
$270K +$17.4K +347 +7%
MCM
267
Maple Capital Management
Vermont
$269K +$30.1K +600 +13%
P
268
Pitcairn
Pennsylvania
$265K -$96.4K -1,920 -27%
SJL
269
Shayne & Jacobs LLC
Tennessee
$260K
PFBT
270
Parkside Financial Bank & Trust
Missouri
$256K
BT
271
Beacon Trust
New Jersey
$249K
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$248K +$5.02K +100 +2%
CBOA
273
Commonwealth Bank of Australia
Australia
$244K +$5.02K +100 +2%
AFG
274
Albion Financial Group
Utah
$240K +$232K +4,615 New
ONB
275
Old National Bancorp
Indiana
$233K +$11.1K +221 +5%

AZN Hedge Fund Activity: Q3 2013 in Review

343 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q3 2013, worth a combined $6.87B — up 18% from $5.84B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AZN positions and 34 closed out — a net gain of 15 holders — while 140 added to existing stakes and 93 trimmed.

The largest buyer was Boston Partners, adding an estimated $127M. The largest seller was Arrowstreet Capital, cutting an estimated $151M.

  • 343 institutional investors held AstraZeneca (AZN) as of Q3 2013, up from 331 in Q2 2013.
  • Funds reported $6.87B of AstraZeneca stock for Q3 2013, up 18% quarter-over-quarter.
  • 49 funds opened new AstraZeneca positions in Q3 2013 and 34 closed out, a net change of +15 holders.
  • The largest AstraZeneca buyer in Q3 2013 was Boston Partners, an estimated $127M added.
  • The largest AstraZeneca seller in Q3 2013 was Arrowstreet Capital, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2013.