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AstraZeneca
AZN

Overview Fund Activity

384 hedge funds and large institutions have $6.17B invested in AstraZeneca in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 131 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-18
Holders Change %
-4.48%
% of All Funds
10.24%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.11%
New
43
Increased
126
Reduced
131
Closed
57
Calls
$129M
Puts
$50.2M
Net Calls
+$79.2M
Net Calls Change
-$368M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$276M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.41B
3
EIP
Epoch Investment Partners
New York
$170M
4
MAA
Managed Account Advisors
New Jersey
$272M
5
Bank of America
Bank of America
North Carolina
$364M

Top Sellers

1
ACM
Americafirst Capital Management
California
$0
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$8.62M
3
TCIM
TIAA CREF Investment Management
New York
$13.2M
4
TA
Teachers Advisors
New York
$1.9M
5
SA
Smithwood Advisers
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
301
Sandy Spring Bank
Maryland
$160K +$157K +4,600 +5,750%
DADC
302
D.A. Davidson & Co
Montana
$159K +$18.4K +544 +13%
IPC
303
Independent Portfolio Consultants
Florida
$158K -$14K -410 -8%
MSFP
304
Mark Sheptoff Financial Planning
Connecticut
$144K -$17.1K -500 -11%
AllianceBernstein
305
AllianceBernstein
Tennessee
$139K -$3.41K -100 -2%
EWM
306
Evercore Wealth Management
New York
$130K -$19.2K -568 -13%
FFC
307
First Financial Corp
Indiana
$129K – – –
TCOV
308
Trust Company of Vermont
Vermont
$126K – – –
CII
309
Capital International Inc
California
$123K +$123K +3,600 New
OA
310
OFI Advisors
Pennsylvania
$106K +$13.2K +386 +14%
FHA
311
First Horizon Advisors
Tennessee
$104K +$7.51K +220 +8%
MWAN
312
Mariner Wealth Advisors (NYC)
Kansas
$103K +$103K +3,024 New
JFGIW
313
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$100K -$1.25M -36,278 -93%
ZB
314
Zions Bancorporation
Utah
$100K +$100K +2,928 New
CLOS
315
Compagnie Lombard Odier SCmA
Switzerland
$96K +$89.1K +2,600 +1,300%
NFG
316
Next Financial Group
Texas
$95K -$2.38K -70 -2%
VNA
317
Valley National Advisers
Pennsylvania
$90K +$19.8K +580 +28%
MFS
318
MSI Financial Services
Massachusetts
$86K +$2.86K +84 +3%
QAM
319
QCI Asset Management
New York
$84K +$35.7K +1,040 +74%
PMFA
320
Plante Moran Financial Advisors
Michigan
$83K -$8.87K -260 -10%
CAL
321
Capital Advisors Ltd
Ohio
$79K – – –
FTUS
322
Flow Traders U.S.
New York
$75K – – –
FWM
323
Focused Wealth Management
New York
$73K +$9.55K +278 +15%
FCM
324
Forester Capital Management
Illinois
$65K – – –
TFA
325
Transamerica Financial Advisors
Florida
$63K -$23.6K -688 -27%
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13
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