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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 %
HVIA
251
Hudson Valley Investment Advisors
New York
$394K -$2.97K -100 -0.7%
PMG
252
ProVise Management Group
Florida
$381K -$28.4K -956 -7%
AFG
253
Albion Financial Group
Utah
$380K +$106K +3,560 +39%
PAM
254
Premier Asset Management
Illinois
$374K – – –
FFBTD
255
First Financial Bank - Trust Division
Ohio
$373K – – –
TFA
256
Transamerica Financial Advisors
Florida
$362K -$24.8K -836 -6%
AllianceBernstein
257
AllianceBernstein
Tennessee
$358K -$413K -13,910 -54%
GT
258
Glenview Trust
Kentucky
$358K +$358K +12,048 New
FWIA
259
Fort Washington Investment Advisors
Ohio
$357K – – –
CB
260
Chemical Bank
Michigan
$356K – – –
BSA
261
Braun Stacey Associates
New York
$356K – – –
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$356K +$72.1K +2,430 +25%
ICAS
263
Investors Capital Advisory Services
Massachusetts
$355K -$11.8K -400 -3%
Creative Planning
264
Creative Planning
Kansas
$352K +$91.4K +3,076 +35%
JIC
265
Johnson Investment Counsel
Ohio
$350K +$8.07K +272 +2%
LW
266
Linscomb Wealth
Texas
$347K -$62.4K -2,100 -15%
WA
267
WealthTrust Axiom
Pennsylvania
$344K +$24.6K +832 +8%
MCM
268
Maple Capital Management
Vermont
$344K +$37.1K +1,250 +12%
GIM
269
Greylin Investment Management
Virginia
$342K +$342K +11,524 New
M&T Bank
270
M&T Bank
New York
$337K -$8.96K -302 -3%
FLAM
271
First Light Asset Management
Minnesota
$337K +$337K +11,360 New
NCMW
272
Northern Capital Management (Wisconsin)
Wisconsin
$336K -$26.7K -900 -7%
FCM
273
Forester Capital Management
Illinois
$329K -$56.5K -1,900 -15%
GVT
274
Genesee Valley Trust
New York
$327K -$3.26K -110 -1%
OIM
275
Orca Investment Management
Oregon
$326K +$326K +10,970 New
9 10
11
12 13