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AstraZeneca

449 hedge funds and large institutions have $8.63B invested in AstraZeneca in 2016 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 113 increasing their positions, 161 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $211M | Put options by funds: $76.1M

5% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 74

0% more funds holding

Funds holding: 449449 (0)

0.61% less ownership

Funds ownership: 13.09%12.48% (-0.61%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less capital invested

Capital invested by funds: $10.8B → $8.63B (-$2.19B)

30% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 161

Holders
449
Holders Change
Holders Change %
0%
% of All Funds
11.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
78
Increased
113
Reduced
161
Closed
74
Calls
$211M
Puts
$76.1M
Net Calls
+$135M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
326
First Interstate Bank
Montana
$127K
CTC
327
Central Trust Company
Missouri
$120K +$64.8K +1,142 +108%
NIT
328
NumerixS Investment Technologies
British Columbia, Canada
$115K +$119K +2,104 New
PMFA
329
Plante Moran Financial Advisors
Michigan
$110K +$1.76K +31 +2%
YWP
330
YorkBridge Wealth Partners
New York
$104K +$109K +1,927 New
JIC
331
Joel Isaacson & Co
New York
$99K
PA
332
Parallel Advisors
California
$97K +$101K +1,781 New
BTIS
333
BB&T Investment Services
North Carolina
$96K +$100K +1,768 New
FPFS
334
First Personal Financial Services
North Carolina
$93K +$96.6K +1,702 New
OFW
335
Omnia Family Wealth
Florida
$92K +$95.9K +1,689 New
MAM
336
Meeder Asset Management
Ohio
$92K +$96.1K +1,692 New
WA
337
WFG Advisors
Texas
$90K -$286K -5,039 -75%
FCM
338
Forester Capital Management
Illinois
$87K
VNA
339
Valley National Advisers
Pennsylvania
$78K -$3.8K -67 -4%
SFS
340
Sowell Financial Services
Arkansas
$76K +$74.4K +1,311 New
TCOV
341
Trust Company of Vermont
Vermont
$70K +$1.48K +26 +2%
CFG
342
CKW Financial Group
Hawaii
$68K
RPG
343
Risk Paradigm Group
Texas
$67.2K +$2.84K +50 +4%
BlackRock
344
BlackRock
New York
$66K -$6.2M -109,238 -99%
CT
345
Clearstead Trust
Maine
$65K +$67.6K +1,190 New
CAL
346
Capital Advisors Ltd
Ohio
$63K
QAM
347
QCI Asset Management
New York
$60K
CLOS
348
Compagnie Lombard Odier SCmA
Switzerland
$59K -$114K -2,000 -65%
TF
349
Tompkins Financial
New York
$58K
WPA
350
West Paces Advisors
Georgia
$57.5K +$59.8K +1,053 New