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AstraZeneca
AZN

Overview Fund Activity

388 hedge funds and large institutions have $7.26B invested in AstraZeneca in 2016 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 123 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
–
Holders Change %
0%
% of All Funds
10.35%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
44
Increased
136
Reduced
123
Closed
42
Calls
$30.9M
Puts
$17.5M
Net Calls
+$13.4M
Net Calls Change
+$4.4M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$402M
2
Primecap Management
Primecap Management
California
+$341M
3
Bank of America
Bank of America
North Carolina
+$119M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$84.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$27.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$71.6M
2
CCM
Camber Capital Management
Massachusetts
-$67.9M
3
AAMU
Amundi Asset Management US
Massachusetts
-$49.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.7M
5
TA
Tamarack Advisers
California
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
326
CKW Financial Group
Hawaii
$37K +$37K +1,300 New
FIB
327
First Interstate Bank
Montana
$33K – – –
CTC
328
Central Trust Company
Missouri
$33K +$7.02K +250 +27%
IWM
329
Integrated Wealth Management
California
$31K -$8.16K -287 -21%
JFGIW
330
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K – – –
SNT
331
Security National Trust
West Virginia
$29K – – –
CWM
332
Catamount Wealth Management
Connecticut
$28K – – –
LWCFA
333
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K +$28K +998 New
CAW
334
Cornerstone Advisors (Washington)
Washington
$25K -$3.89K -139 -13%
QCG
335
Quadrant Capital Group
Ohio
$25K +$2.59K +98 +12%
SWA
336
Sutton Wealth Advisors
Florida
$24K +$24K +852 New
MWP
337
MYCIO Wealth Partners
Pennsylvania
$23K – – –
TWMP
338
Taylor Wealth Management Partners
Massachusetts
$23K – – –
FANJ
339
Financial Architects (New Jersey)
New Jersey
$23K +$23K +810 New
EFSCE
340
Enterprise Financial Services Corp (EFSC)
Missouri
$22K -$6.19K -224 -22%
BKA
341
Brick & Kyle Associates
Pennsylvania
$22K – – –
WAM
342
Wealthspire Advisors (Maryland)
Maryland
$21K -$1.67K -59 -7%
AIM
343
Advantage Investment Management
Iowa
$21K – – –
WA
344
Winfield Associates
Ohio
$19K +$19K +660 New
BAM
345
Bruderman Asset Management
New York
$18K – – –
HR
346
Howe & Rusling
New York
$17K – – –
MCA
347
Mercer Capital Advisers
New Jersey
$17K – – –
CWM
348
Cedar Wealth Management
California
$17K +$17K +600 New
WAS
349
WESPAC Advisors SoCal
California
$16.9K – – –
CA
350
CapWealth Advisors
Tennessee
$16K +$13.1K +456 +456%
12 13
14
15 16