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AstraZeneca

518 hedge funds and large institutions have $13.9B invested in AstraZeneca in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 166 increasing their positions, 167 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

45% more call options, than puts

Call options by funds: $171M | Put options by funds: $118M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more funds holding

Funds holding: 502518 (+16)

4% more capital invested

Capital invested by funds: $13.4B → $13.9B (+$525M)

0.47% more ownership

Funds ownership: 15.21%15.68% (+0.47%)

1% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 167

Holders
518
Holders Change
+16
Holders Change %
+3.19%
% of All Funds
11.87%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
59
Increased
166
Reduced
167
Closed
40
Calls
$171M
Puts
$118M
Net Calls
+$53.4M
Net Calls Change
-$5.35M
Name Holding Trade Value Shares
Change
Change in
Stake
GAMC
326
Garner Asset Management Corp
Texas
$302K -$18.9K -273 -6%
STA
327
Summit Trail Advisors
New York
$302K +$47.5K +686 +8%
FCM
328
Flinton Capital Management
Pennsylvania
$300K
PCG
329
Private Capital Group
Connecticut
$299K -$76.9K -1,110 -21%
BAM
330
Belpointe Asset Management
Nevada
$292K -$99K -1,429 -25%
WS
331
Wedbush Securities
California
$292K -$9.28K -134 -3%
IA
332
IFG Advisory
Georgia
$291K -$68.8K -993 -19%
Fiera Capital (Canada)
333
Fiera Capital (Canada)
Quebec, Canada
$287K +$77.7K +1,122 +38%
V
334
Veritable
Delaware
$281K +$31.4K +454 +13%
AAM
335
AR Asset Management
California
$280K
FC
336
FCA Corp
Texas
$280K
IRC
337
Investors Research Corp
Georgia
$279K
JCM
338
Jacobi Capital Management
Pennsylvania
$278K +$199K +2,874 +253%
ACM
339
Ativo Capital Management
Illinois
$276K
FIM
340
Fruth Investment Management
Texas
$276K
BTNA
341
Bremer Trust National Association
Minnesota
$274K -$10.7K -154 -4%
CNBT
342
Canandaigua National Bank & Trust
New York
$274K +$271K +3,917 New
SCM
343
Sterling Capital Management
North Carolina
$268K +$8.66K +125 +3%
AT
344
Arden Trust
Delaware
$267K -$26.9K -388 -9%
LCM
345
Leisure Capital Management
California
$267K -$4.43K -64 -2%
NAM
346
NTV Asset Management
West Virginia
$262K -$17.3K -250 -6%
AL
347
Aspiriant LLC
California
$262K +$260K +3,750 New
PFBT
348
Parkside Financial Bank & Trust
Missouri
$258K -$10.7K -154 -4%
ASN
349
Advisory Services Network
Georgia
$256K +$34.6K +500 +16%
AMG
350
Advisors Management Group
Wisconsin
$254K -$8.66K -125 -3%