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AstraZeneca

387 hedge funds and large institutions have $7.88B invested in AstraZeneca in 2014 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 167 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $181M | Put options by funds: $92.5M

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

2% more funds holding

Funds holding: 379387 (+8)

0% more capital invested

Capital invested by funds: $7.87B → $7.88B (+$3.59M)

0.9% less ownership

Funds ownership: 10.44%9.54% (-0.9%)

37% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 167

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
387
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
11.18%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
53
Increased
105
Reduced
167
Closed
41
Calls
$181M
Puts
$92.5M
Net Calls
+$88.6M
Net Calls Change
-$33.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
351
Private Trust Company
Ohio
$55K -$45.5K -704 -46%
MSFP
352
Mark Sheptoff Financial Planning
Connecticut
$52K +$51.7K +800 New
WEC
353
Winslow Evans & Crocker
Massachusetts
$50K +$5.88K +91 +13%
ST
354
Smithfield Trust
Pennsylvania
$47K
QAM
355
QCI Asset Management
New York
$46K
PAM
356
Paradigm Asset Management
New York
$45.4K -$12.9K -200 -22%
LIA
357
LS Investment Advisors
Michigan
$43K
EWM
358
Edge Wealth Management
New York
$42K
CFA
359
Carroll Financial Associates
North Carolina
$39K
LFR
360
Lehman Financial Resources
Pennsylvania
$38K
HCC
361
Hirtle Callaghan & Co
Pennsylvania
$36K
H
362
Hexavest
Quebec, Canada
$35K
TFA
363
Transamerica Financial Advisors
Florida
$33K -$361K -5,590 -92%
1IC
364
1919 Investment Counsel
Maryland
$33K
CAW
365
Cornerstone Advisors (Washington)
Washington
$30K +$1.16K +18 +4%
FWM
366
Focused Wealth Management
New York
$28K -$18K -279 -40%
EFSCE
367
Enterprise Financial Services Corp (EFSC)
Missouri
$27K -$1.36K -21 -5%
ZTNA
368
Zions Trust National Association
Utah
$26K
1832 Asset Management
369
1832 Asset Management
Ontario, Canada
$26K +$26.2K +405 New
PAS
370
Partnervest Advisory Services
California
$22K
LOCB
371
Lombard Odier & Cie (Bahamas)
Bahamas
$21K
LWCFA
372
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
PO
373
Private Ocean
California
$16K
WA
374
Waverly Advisors
Alabama
$14K
PP
375
Palladium Partners
Virginia
$13K +$12.9K +200 New