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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
FBNAT
276
FirstMerit Bank N.A. Trustee
Ohio
$229K
TCOV
277
Trust Company of Vermont
Vermont
$229K +$48.4K +963 +28%
Creative Planning
278
Creative Planning
Kansas
$228K +$116K +2,309 +111%
MA
279
MUFG Americas
New York
$223K -$2.49M -49,579 -92%
B
280
Bailard
California
$223K -$1.59M -31,701 -88%
Kayne Anderson Rudnick Investment Management
281
Kayne Anderson Rudnick Investment Management
California
$223K +$216K +4,292 New
HH
282
Hilltop Holdings
Texas
$222K +$215K +4,275 New
AAM
283
AR Asset Management
California
$208K +$201K +4,000 New
CSIC
284
Clifford Swan Investment Counsel
California
$208K +$201K +4,000 New
YMRC
285
Yorktown Management & Research Company
Virginia
$208K +$201K +4,000 New
WCM
286
Weatherstone Capital Management
Colorado
$208K +$202K +4,019 New
CC
287
Courier Capital
New York
$203K +$196K +3,906 New
I
288
IberiaBank
Louisiana
$201K -$22.1K -439 -10%
HTHT
289
Hemenway Trust Hemenway Trust
New Hampshire
$201K +$194K +3,861 New
Acadian Asset Management
290
Acadian Asset Management
Massachusetts
$182K +$10.5K +209 +6%
FNBT
291
FineMark National Bank & Trust
Florida
$163K +$31.7K +632 +25%
ECM
292
ETrade Capital Management
Virginia
$163K +$57.7K +1,148 +57%
BRWA
293
B. Riley Wealth Advisors
Florida
$148K +$653 +13 +0.5%
PA
294
Perceptive Advisors
New York
$140K +$136K +2,700 New
NES
295
New England Securities
New York
$124K +$1.71K +34 +1%
EWM
296
Evercore Wealth Management
New York
$108K +$10.6K +212 +11%
FFC
297
First Financial Corp
Indiana
$98K
OA
298
OFI Advisors
Pennsylvania
$95K -$11.1K -221 -11%
SF
299
Synovus Financial
Georgia
$92K
MFS
300
MSI Financial Services
Massachusetts
$89K +$15.9K +316 +23%

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.