AZN icon

AstraZeneca
AZN

Overview Fund Activity

388 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
Holders
388
Holders Change
–
Holders Change %
0%
% of All Funds
10.35%
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

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$402M
2
Primecap Management
Primecap Management
California
+$341M
3
Bank of America
Bank of America
North Carolina
+$119M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$84.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$27.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$71.6M
2
CCM
Camber Capital Management
Massachusetts
-$67.9M
3
AAMU
Amundi Asset Management US
Massachusetts
-$49.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.7M
5
TA
Tamarack Advisers
California
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
351
Sonora Investment Management
Arizona
$15K +$15K +500 New
TC
352
Trust Company
Kansas
$15K -$1.64K -60 -10%
RBC
353
Roble Belko & Company
Pennsylvania
$15K – – –
FNBSF
354
First National Bank Sioux Falls
South Dakota
$15K – – –
H
355
Hexavest
Quebec, Canada
$15K – – –
CFS
356
Commonwealth Financial Services
West Virginia
$15K – – –
AOWM
357
Alpha Omega Wealth Management
Virginia
$14K – – –
WT
358
Whittier Trust
California
$14K +$14K +500 New
WEC
359
Winslow Evans & Crocker
Massachusetts
$11.9K -$16.9K -600 -59%
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$11.3K – – –
WC
361
Whitnell & Co
Illinois
$11K +$3.82K +130 +53%
MFT
362
Moisand Fitzgerald Tamayo
Florida
$10K – – –
KF
363
Krilogy Financial
Missouri
$10K +$10K +350 New
ASN
364
Advisory Services Network
Georgia
$9K -$2.19K -74 -20%
VIA
365
Vantage Investment Advisors
Pennsylvania
$9K +$1.64K +60 +22%
CFA
366
CT Financial Advisors
Pennsylvania
$8.45K +$8.45K +300 New
ACM
367
Armbruster Capital Management
New York
$8K – – –
APSP
368
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K – – –
GI
369
Gradient Investments
Minnesota
$8K +$8K +267 New
MCM
370
MV Capital Management
Maryland
$7K – – –
TRCT
371
Tower Research Capital (TRC)
New York
$7K +$7K +231 New
PFS
372
Physicians Financial Services
North Carolina
$6K -$7.3K -280 -55%
LWM
373
LBA Wealth Management
Florida
$6K – – –
TCM
374
Tradewinds Capital Management
Washington
$6K – – –
BC
375
Barnett & Company
Tennessee
$5K +$5K +162 New
13 14
15
16 17