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AstraZeneca

397 hedge funds and large institutions have $8.72B invested in AstraZeneca in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 154 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $99.3M | Put options by funds: $30.6M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

57% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 98

32% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 38

20% more capital invested

Capital invested by funds: $7.26B → $8.72B (+$1.46B)

2% more funds holding

Funds holding: 389397 (+8)

1.23% more ownership

Funds ownership: 10.2%11.43% (+1.2%)

Holders
397
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
10.6%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
50
Increased
154
Reduced
98
Closed
38
Calls
$99.3M
Puts
$30.6M
Net Calls
+$68.8M
Net Calls Change
+$55.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PSC
326
Prentiss Smith & Co
Vermont
$44K
LIA
327
LS Investment Advisors
Michigan
$40K
ST
328
Smithfield Trust
Pennsylvania
$40K
DVM
329
Dreman Value Management
Florida
$40K +$38.4K +661 New
CFG
330
CKW Financial Group
Hawaii
$39K
CTC
331
Central Trust Company
Missouri
$36K
IWMPD
332
Integrated Wealth Management (Palm Desert)
California
$33K
APSP
333
Asset Planning Services (Pennsylvania)
Pennsylvania
$33K +$23.2K +400 +267%
JFGIW
334
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K
BFEC
335
Benjamin F. Edwards & Company
Missouri
$31K -$35K -603 -54%
SNT
336
Security National Trust
West Virginia
$31K
CAW
337
Cornerstone Advisors (Washington)
Washington
$31K +$3.6K +62 +14%
CWM
338
Catamount Wealth Management
Connecticut
$30K
LWCFA
339
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K
EFSCE
340
Enterprise Financial Services Corp (EFSC)
Missouri
$30K +$5.46K +94 +24%
MWP
341
MYCIO Wealth Partners
Pennsylvania
$29K +$4.47K +77 +19%
WT
342
Whittier Trust
California
$27K +$11.6K +200 +80%
OSNBOA
343
Old Second National Bank of Aurora
Illinois
$26K +$25.1K +433 New
SWA
344
Sutton Wealth Advisors
Florida
$25.7K
WAM
345
Wealthspire Advisors (Maryland)
Maryland
$25K +$2.03K +35 +9%
BKA
346
Brick & Kyle Associates
Pennsylvania
$24K
FANJ
347
Financial Architects (New Jersey)
New Jersey
$24K
TWMP
348
Taylor Wealth Management Partners
Massachusetts
$24K
PFS
349
Physicians Financial Services
North Carolina
$21K +$13.6K +235 +204%
WA
350
Winfield Associates
Ohio
$20K +$290 +5 +2%