We are live on ! Find out more
AZN icon

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
Qube Research & Technologies (QRT)
351
Qube Research & Technologies (QRT)
United Kingdom
$251K +$249K +3,594 New
HFS
352
HL Financial Services
Kentucky
$245K -$6.17K -89 -2%
BRWA
353
B. Riley Wealth Advisors
Florida
$243K -$211K -3,053 -47%
CONA
354
Capital One National Association
New York
$242K +$2.01K +29 +0.8%
FHA
355
First Horizon Advisors
Tennessee
$234K +$762 +11 +0.3%
AssetMark Inc
356
AssetMark Inc
California
$228K -$17.5K -253 -7%
GVT
357
Genesee Valley Trust
New York
$227K +$4.85K +70 +2%
BCM
358
Bluefin Capital Management
New York
$224K +$3.46K +50 +2%
SCA
359
Snowden Capital Advisors
New York
$224K -$68.1K -983 -23%
VFA
360
Valeo Financial Advisors
Indiana
$218K +$58.3K +842 +37%
FHA
361
Flagship Harbor Advisors
Massachusetts
$216K -$5.33K -77 -2%
HI
362
Hudock Inc
Pennsylvania
$213K -$21.6K -312 -9%
HSA
363
HBK Sorce Advisory
Pennsylvania
$212K -$8.31K -120 -4%
NERM
364
New England Research & Management
Illinois
$210K -$48.5K -700 -19%
SC
365
Saturna Capital
Washington
$210K
WAM
366
Wolverine Asset Management
Illinois
$209K +$207K +2,993 New
MA
367
MUFG Americas
New York
$208K -$6.51K -94 -3%
PP
368
Paloma Partners
Connecticut
$208K +$206K +2,977 New
Brown Advisory
369
Brown Advisory
Maryland
$206K -$140K -2,026 -41%
NCM
370
Neumann Capital Management
California
$204K
QCG
371
Quadrant Capital Group
Ohio
$203K +$30.5K +441 +17%
SC
372
Scotia Capital
Ontario, Canada
$203K +$201K +2,908 New
CHP
373
Cable Hill Partners
Oregon
$201K -$2.42K -35 -1%
CAN
374
Cetera Advisor Networks
California
$200K -$17.3K -250 -8%
LSAG
375
Lake Street Advisors Group
New Hampshire
$200K +$198K +2,861 New