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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
H
326
Hexavest
Quebec, Canada
$28K
1IC
327
1919 Investment Counsel
Maryland
$26K -$25.1K -500 -50%
ACM
328
Antonetti Capital Management
Florida
$26K
EFSCE
329
Enterprise Financial Services Corp (EFSC)
Missouri
$23K -$1.66K -33 -7%
CAW
330
Cornerstone Advisors (Washington)
Washington
$23K
FWM
331
Focused Wealth Management
New York
$22K +$21.3K +425 New
SSB
332
Sandy Spring Bank
Maryland
$21K
ZTNA
333
Zions Trust National Association
Utah
$21K
PAS
334
Partnervest Advisory Services
California
$17K
PP
335
Palladium Partners
Virginia
$13K
WRM
336
Westport Resources Management
Connecticut
$12K
BPBT
337
Boston Private Bank & Trust
Massachusetts
$10K +$10K +200 New
SC
338
StellarOne Corp
Virginia
$9K
RIA
339
Regal Investment Advisors
Michigan
$8K -$17.4K -346 -70%
KTC
340
Kistler-Tiffany Companies
Pennsylvania
$8K
WF
341
WealthTrust Fairport
Ohio
$5K +$4.52K +90 New
BC
342
Bartlett & Co
Ohio
$4K
GI
343
Gradient Investments
Minnesota
$4K +$3.92K +78 New
Citadel Advisors
344
Citadel Advisors
Florida
-$11.7M -246,477 Closed
PP
345
PDT Partners
New York
-$11.6M -245,207 Closed
HT
346
HAP Trading
New York
-$9.48M -200,393 Closed
Capital Fund Management (CFM)
347
Capital Fund Management (CFM)
France
-$8.05M -160,281 Closed
OAM
348
Oxford Asset Management
United Kingdom
-$7.11M -150,300 Closed
SO
349
STRS Ohio
Ohio
-$5.42M -114,699 Closed
SCM
350
Stevens Capital Management
Pennsylvania
-$4.7M -99,390 Closed

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.