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AstraZeneca

389 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

76% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $17.5M

11% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 123

1.41% more ownership

Funds ownership: 8.79%10.2% (+1.4%)

5% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 42

0% more funds holding

Funds holding: 389389 (0)

4% less capital invested

Capital invested by funds: $7.55B → $7.26B (-$285M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
389
Holders Change
Holders Change %
0%
% of All Funds
10.37%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
351
Sonora Investment Management
Arizona
$15K +$15K +250 New
TC
352
Trust Company
Kansas
$15K -$1.8K -30 -10%
CFS
353
Commonwealth Financial Services
West Virginia
$15K
FNBSF
354
First National Bank Sioux Falls
South Dakota
$15K
H
355
Hexavest
Quebec, Canada
$15K
RBC
356
Roble Belko & Company
Pennsylvania
$15K
AOWM
357
Alpha Omega Wealth Management
Virginia
$14K
PO
358
Private Ocean
California
$14K
WT
359
Whittier Trust
California
$14K +$15K +250 New
WEC
360
Winslow Evans & Crocker
Massachusetts
$11.9K -$18K -300 -59%
MPWT
361
MassMutual Private Wealth & Trust
Connecticut
$11.3K
WC
362
Whitnell & Co
Illinois
$11K +$3.91K +65 +53%
MFT
363
Moisand Fitzgerald Tamayo
Florida
$10K
KF
364
Krilogy Financial
Missouri
$10K +$10.5K +175 New
ASN
365
Advisory Services Network
Georgia
$9K -$2.22K -37 -20%
VIA
366
Vantage Investment Advisors
Pennsylvania
$9K +$1.8K +30 +22%
CFA
367
CT Financial Advisors
Pennsylvania
$8.45K +$9.01K +150 New
ACM
368
Armbruster Capital Management
New York
$8K
APSP
369
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K
GI
370
Gradient Investments
Minnesota
$8K +$8.05K +134 New
MCM
371
MV Capital Management
Maryland
$7K
TRCT
372
Tower Research Capital (TRC)
New York
$7K +$6.97K +116 New
PFS
373
Physicians Financial Services
North Carolina
$6K -$8.41K -140 -55%
LWM
374
LBA Wealth Management
Florida
$6K
TCM
375
Tradewinds Capital Management
Washington
$6K