We are live on ! Find out more
AZN icon

AstraZeneca

544 hedge funds and large institutions have $17.3B invested in AstraZeneca in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 151 increasing their positions, 197 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $225M | Put options by funds: $73.5M

38% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 47

23% more capital invested

Capital invested by funds: $14B → $17.3B (+$3.3B)

3% more funds holding

Funds holding: 530544 (+14)

1.19% more ownership

Funds ownership: 16.09%17.28% (+1.2%)

23% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 197

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
544
Holders Change
+14
Holders Change %
+2.64%
% of All Funds
12.44%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
65
Increased
151
Reduced
197
Closed
47
Calls
$225M
Puts
$73.5M
Net Calls
+$152M
Net Calls Change
+$45M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
251
CPWM LLC
Washington
$737K +$2.04K +27 +0.3%
QSS
252
Quantitative Systematic Strategies
Florida
$725K -$1.15M -15,155 -62%
CAM
253
Columbia Asset Management
Michigan
$701K +$15.7K +207 +2%
LC
254
Lourd Capital
California
$698K +$2.65K +35 +0.4%
BIAS
255
Beacon Investment Advisory Services
New Jersey
$694K -$263K -3,474 -28%
TYCC
256
Texas Yale Capital Corp
Florida
$681K
PPSG
257
Princeton Portfolio Strategies Group
New Jersey
$680K
S
258
SimplyRich
California
$670K
PWPS
259
Pinnacle Wealth Planning Services
Ohio
$654K +$12.2K +161 +2%
Jane Street
260
Jane Street
New York
$653K +$221K +2,917 +55%
AP
261
Advisor Partners
California
$644K +$113K +1,497 +23%
Toronto Dominion Bank
262
Toronto Dominion Bank
Ontario, Canada
$632K +$4.61K +61 +0.8%
HPC
263
Hobart Private Capital
North Carolina
$632K -$419K -5,541 -41%
CCA
264
Checchi Capital Advisers
California
$631K -$111K -1,467 -16%
GHCM
265
Glen Harbor Capital Management
California
$630K
SGCA
266
Steel Grove Capital Advisors
Tennessee
$624K +$58.2K +770 +11%
RC
267
RegentAtlantic Capital
New Jersey
$617K +$19.8K +262 +3%
RHBC
268
R.H. Bluestein & Co
Michigan
$606K -$7.56K -100 -1%
NFA
269
Nuveen Fund Advisors
Illinois
$595K -$328K -4,336 -37%
IUHSA
270
Itau Unibanco Holding S.A.
Brazil
$566K -$22.3K -295 -4%
SB
271
Simmons Bank
Arkansas
$566K +$179K +2,360 +49%
PAM
272
Panagora Asset Management
Massachusetts
$546K +$522K +6,901 New
S
273
SignatureFD
Georgia
$522K +$7.18K +95 +1%
GAM
274
Griffin Asset Management
New York
$519K +$496K +6,563 New
DC
275
Davenport & Co
Virginia
$516K +$6.81K +90 +1%

AZN Hedge Fund Activity: Q3 2018 in Review

544 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q3 2018, worth a combined $17.3B — up 23% from $14B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AZN positions and 47 closed out — a net gain of 18 holders — while 151 added to existing stakes and 197 trimmed.

The largest buyer was Jennison Associates, adding an estimated $774M. The largest seller was Bank of America, cutting an estimated $123M.

  • 544 institutional investors held AstraZeneca (AZN) as of Q3 2018, up from 530 in Q2 2018.
  • Funds reported $17.3B of AstraZeneca stock for Q3 2018, up 23% quarter-over-quarter.
  • 65 funds opened new AstraZeneca positions in Q3 2018 and 47 closed out, a net change of +18 holders.
  • The largest AstraZeneca buyer in Q3 2018 was Jennison Associates, an estimated $774M added.
  • The largest AstraZeneca seller in Q3 2018 was Bank of America, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2018.