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AstraZeneca

559 hedge funds and large institutions have $19.3B invested in AstraZeneca in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 141 increasing their positions, 228 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 68

9% more capital invested

Capital invested by funds: $17.7B → $19.3B (+$1.65B)

1% more funds holding

Funds holding: 556559 (+3)

0.46% more ownership

Funds ownership: 18.37%18.83% (+0.46%)

10% less call options, than puts

Call options by funds: $91.5M | Put options by funds: $101M

38% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 228

Holders
559
Holders Change
+3
Holders Change %
+0.54%
% of All Funds
12.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
77
Increased
141
Reduced
228
Closed
68
Calls
$91.5M
Puts
$101M
Net Calls
-$9.65M
Net Calls Change
-$73.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
251
Atlas Capital Advisors
Wyoming
$818K
AP
252
Advisor Partners
California
$809K -$3.15K -40 -0.4%
PVWM
253
Point View Wealth Management
New Jersey
$806K -$4.49K -57 -0.6%
HCM
254
Howland Capital Management
Massachusetts
$790K
Mercer Global Advisors
255
Mercer Global Advisors
Colorado
$782K +$763K +9,677 New
SPIA
256
Steward Partners Investment Advisory
New York
$781K -$60.9K -773 -7%
MCM
257
Mitchell Capital Management
Kansas
$775K -$46.4K -589 -6%
WAM
258
Wealthspire Advisors (Maryland)
Maryland
$764K -$116K -1,468 -13%
SIA
259
Sit Investment Associates
Minnesota
$760K +$564K +7,150 +318%
FRM
260
Fox Run Management
Connecticut
$754K -$10.1K -128 -1%
FCCM
261
First City Capital Management
Georgia
$753K
CL
262
CPWM LLC
Washington
$752K
CCA
263
Checchi Capital Advisers
California
$730K +$79.1K +1,004 +13%
HT
264
HAP Trading
New York
$723K +$705K +8,944 New
PAM
265
Panagora Asset Management
Massachusetts
$712K -$9.3K -118 -1%
CA
266
Cetera Advisors
Colorado
$706K +$336K +4,264 +96%
CP
267
Covenant Partners
Tennessee
$703K +$686K +8,698 New
GBT
268
Grove Bank & Trust
Florida
$701K -$117K -1,488 -15%
BIAS
269
Beacon Investment Advisory Services
New Jersey
$687K -$19.3K -245 -3%
S
270
SimplyRich
California
$684K
1WA
271
180 Wealth Advisors
Washington
$666K -$90.5K -1,148 -12%
FA
272
FDx Advisors
Illinois
$640K -$252K -3,194 -29%
FIM
273
Freedom Investment Management
Connecticut
$635K +$118K +1,491 +23%
Teacher Retirement System of Texas
274
Teacher Retirement System of Texas
Texas
$635K +$619K +7,850 New
DTL
275
Dynamic Technology Lab
Singapore
$630K +$614K +7,794 New

AZN Hedge Fund Activity: Q1 2019 in Review

559 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q1 2019, worth a combined $19.3B — up 9.4% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AZN positions and 68 closed out — a net gain of 9 holders — while 141 added to existing stakes and 228 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $246M. The largest seller was Bank of America, cutting an estimated $243M.

  • 559 institutional investors held AstraZeneca (AZN) as of Q1 2019, up from 556 in Q4 2018.
  • Funds reported $19.3B of AstraZeneca stock for Q1 2019, up 9.4% quarter-over-quarter.
  • 77 funds opened new AstraZeneca positions in Q1 2019 and 68 closed out, a net change of +9 holders.
  • The largest AstraZeneca buyer in Q1 2019 was Winslow Capital Management, an estimated $246M added.
  • The largest AstraZeneca seller in Q1 2019 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2019.