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AstraZeneca
AZN

Overview Fund Activity

378 hedge funds and large institutions have $7.87B invested in AstraZeneca in 2013 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 131 increasing their positions, 125 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+35
Holders Change %
+10.2%
% of All Funds
10.98%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
66
Increased
131
Reduced
125
Closed
26
Calls
$191M
Puts
$68.6M
Net Calls
+$122M
Net Calls Change
+$32.1M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.76B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$516M
3
Capital International Investors
Capital International Investors
California
$92.5M
4
JHIU
Janus Henderson Investors US
Colorado
$73.3M
5
BA
BlackRock Advisors
Delaware
$129M

Top Sellers

1
U
UBS
Switzerland
$180M
2
Boston Partners
Boston Partners
Massachusetts
$19.7M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$219M
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Two Sigma Investments
Two Sigma Investments
New York
$6.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
301
Homrich & Berg
Georgia
$232K +$232K +7,814 New
CC
302
Courier Capital
New York
$223K -$8.91K -300 -4%
SAM
303
Silvercrest Asset Management
New York
$221K +$221K +7,428 New
MCM
304
Murphy Capital Management
New Jersey
$219K +$219K +7,380 New
FIM
305
Fruth Investment Management
Texas
$219K +$219K +7,400 New
Franklin Resources
306
Franklin Resources
California
$215K +$215K +7,242 New
BRWA
307
B. Riley Wealth Advisors
Florida
$207K +$37.4K +1,258 +22%
HTC
308
Haverford Trust Company
Pennsylvania
$206K +$206K +6,942 New
PFM
309
PacWest Financial Management
Arizona
$202K +$202K +6,800 New
Acadian Asset Management
310
Acadian Asset Management
Massachusetts
$185K -$23.9K -802 -11%
PMFA
311
Plante Moran Financial Advisors
Michigan
$171K +$117K +3,940 +218%
EWM
312
Evercore Wealth Management
New York
$153K +$30.6K +1,032 +25%
PA
313
Perceptive Advisors
New York
$152K -$8.44K -284 -5%
ECM
314
ETrade Capital Management
Virginia
$148K -$39K -1,312 -21%
JWM
315
Jacobus Wealth Management
Wisconsin
$145K +$145K +4,898 New
NES
316
New England Securities
New York
$128K -$13.7K -460 -10%
FNBT
317
FineMark National Bank & Trust
Florida
$125K -$60.6K -2,044 -33%
ASN
318
Advisory Services Network
Georgia
$116K +$116K +3,896 New
FHA
319
First Horizon Advisors
Tennessee
$113K +$23.9K +782 +27%
FFC
320
First Financial Corp
Indiana
$112K – – –
MMG
321
Monetary Management Group
Missouri
$104K +$104K +3,500 New
MFS
322
MSI Financial Services
Massachusetts
$101K -$475 -16 -0.5%
OA
323
OFI Advisors
Pennsylvania
$95K -$13.7K -462 -13%
HIM
324
Hillsdale Investment Management
Ontario, Canada
$92K -$577K -19,440 -86%
PTC
325
Private Trust Company
Ohio
$92K -$1.85K -62 -2%
11 12
13
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