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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 %
CFA
376
Carroll Financial Associates
North Carolina
$4K -$2.3K -100 -36%
1832 Asset Management
377
1832 Asset Management
Ontario, Canada
$4K – – –
JFA
378
JNBA Financial Advisors
Minnesota
$4K +$4K +126 New
WRM
379
Westport Resources Management
Connecticut
$4K +$4K +146 New
AF
380
Allworth Financial
California
$3K – – –
LWA
381
Lowe Wealth Advisors
Maryland
$3K – – –
FPFS
382
First Personal Financial Services
North Carolina
$3K +$3K +115 New
LWA
383
Lenox Wealth Advisors
New York
$2K – – –
WTB
384
Washington Trust Bank
Washington
$2K +$2K +86 New
Geode Capital Management
385
Geode Capital Management
Massachusetts
$1.85K -$280 -9,928 -13%
VIA
386
Vident Investment Advisory
Georgia
$1.28K +$612 +21,727 +91%
HFM
387
Hartford Financial Management
Connecticut
$1K – – –
GBBWRPM
388
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K – – –
CCM
389
Camber Capital Management
Massachusetts
– -$67.9M -2,000,000 Closed
TA
390
Tamarack Advisers
California
– -$13.6M -400,000 Closed
Westfield Capital Management
391
Westfield Capital Management
Massachusetts
– -$7.24M -213,350 Closed
DCM
392
Driehaus Capital Management
Illinois
– -$6.8M -200,292 Closed
BHC
393
Bowen Hanes & Co
Florida
– -$6.79M -200,000 Closed
MPM
394
Meritage Portfolio Management
Kansas
– -$5.21M -153,427 Closed
MSR
395
Main Street Research
Connecticut
– -$3.68M -108,327 Closed
BG
396
BlackRock Group
United Kingdom
– -$2.41M -70,846 Closed
YMRC
397
Yorktown Management & Research Company
Virginia
– -$1.58M -46,400 Closed
CIBC World Market
398
CIBC World Market
Ontario, Canada
– -$1.22M -35,967 Closed
HA
399
Harfst & Associates
Wyoming
– -$813K -23,960 Closed
DCMM
400
DG Capital Management (Massachusetts)
Massachusetts
– -$755K -22,235 Closed
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16
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