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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
FCCM
251
First City Capital Management
Georgia
$672K
AWM
252
AE Wealth Management
Kansas
$655K -$113K -1,630 -15%
ACI
253
AMP Capital Investors
Australia
$655K -$47.2K -682 -7%
GAM
254
Garrison Asset Management
Arkansas
$649K
CL
255
CPWM LLC
Washington
$649K +$643K +9,284 New
MIAN
256
Mariner Independent Advisor Network
Kansas
$646K +$641K +9,247 New
HPCM
257
High Pointe Capital Management
Illinois
$641K +$44.3K +640 +8%
EP
258
Elkfork Partners
Oregon
$638K
PAG
259
Private Advisor Group
New Jersey
$630K -$1.18M -17,028 -65%
UCFA
260
United Capital Financial Advisors
Texas
$627K +$164K +2,369 +36%
CSIC
261
Clifford Swan Investment Counsel
California
$609K
CAM
262
Columbia Asset Management
Michigan
$605K
TYCC
263
Texas Yale Capital Corp
Florida
$602K -$12.6K -182 -2%
S
264
SimplyRich
California
$592K
MOS
265
MGO One Seven
Ohio
$581K -$44.3K -639 -7%
GT
266
Greenleaf Trust
Michigan
$575K +$44.5K +643 +8%
PWPS
267
Pinnacle Wealth Planning Services
Ohio
$572K +$464K +6,705 +459%
CS
268
Comerica Securities
Michigan
$569K -$89.4K -1,291 -14%
SPIA
269
Steward Partners Investment Advisory
New York
$567K +$48K +693 +9%
IWM
270
IHT Wealth Management
Illinois
$556K -$16.3K -236 -3%
KCM
271
Kendall Capital Management
Maryland
$553K -$6.93K -100 -1%
RC
272
RegentAtlantic Capital
New Jersey
$547K -$900 -13 -0.2%
CCA
273
Checchi Capital Advisers
California
$545K -$15K -216 -3%
RHBC
274
R.H. Bluestein & Co
Michigan
$536K -$37.2K -537 -7%
IWP
275
Icon Wealth Partners
Texas
$531K -$64K -924 -11%