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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
SPC
276
Sigma Planning Corp
Michigan
$621K -$14.4K -183 -2%
RHBC
277
R.H. Bluestein & Co
Michigan
$620K
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$610K +$290K +3,679 +260%
Mariner
279
Mariner
Kansas
$599K +$584K +7,406 New
HH
280
Hilltop Holdings
Texas
$596K -$136K -1,731 -19%
APA
281
American Portfolios Advisors
New York
$596K +$137K +1,743 +31%
AI
282
Atria Investments
North Carolina
$595K -$50.9K -646 -8%
S
283
SignatureFD
Georgia
$581K
SWM
284
Stockman Wealth Management
Montana
$580K -$3.89M -49,395 -87%
NNP
285
Nachman Norwood & Parrott
South Carolina
$576K
RC
286
RegentAtlantic Capital
New Jersey
$562K -$36.7K -465 -6%
Group One Trading
287
Group One Trading
Illinois
$543K +$529K +6,713 New
IUHSA
288
Itau Unibanco Holding S.A.
Brazil
$541K
CAM
289
Columbia Asset Management
Michigan
$538K -$28.2K -358 -5%
FSC
290
Full Sail Capital
Oklahoma
$533K +$520K +6,596 New
SB
291
Simmons Bank
Arkansas
$530K -$1.66K -21 -0.3%
MWVC
292
Morgens Waterfall Vintiadis & Co
New York
$522K
HJIM
293
Henry James International Management
New York
$493K
MC
294
Moors & Cabot
Massachusetts
$488K +$48.4K +614 +11%
SWM
295
SeaCrest Wealth Management
New York
$487K -$17.3K -220 -4%
BFEC
296
Benjamin F. Edwards & Company
Missouri
$484K +$48.5K +615 +11%
DC
297
Davenport & Co
Virginia
$480K -$53.8K -682 -10%
EB
298
Eastern Bank
Massachusetts
$473K
PA
299
Parallel Advisors
California
$469K +$19.7K +250 +5%
CAM
300
Cozad Asset Management
Illinois
$467K -$15.8K -200 -3%

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.