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AstraZeneca

449 hedge funds and large institutions have $10.8B invested in AstraZeneca in 2016 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 154 increasing their positions, 120 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $138M | Put options by funds: $33.7M

228% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 25

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

28% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 120

24% more capital invested

Capital invested by funds: $8.72B → $10.8B (+$2.1B)

13% more funds holding

Funds holding: 397449 (+52)

1.66% more ownership

Funds ownership: 11.43%13.09% (+1.7%)

Holders
449
Holders Change
+52
Holders Change %
+13.1%
% of All Funds
11.98%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
82
Increased
154
Reduced
120
Closed
25
Calls
$138M
Puts
$33.7M
Net Calls
+$104M
Net Calls Change
+$35.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$35K +$35.1K +537 New
FPB
377
First PREMIER Bank
South Dakota
$34K +$33.9K +518 New
CAW
378
Cornerstone Advisors (Washington)
Washington
$33K
LWCFA
379
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K
SNT
380
Security National Trust
West Virginia
$33K
ASN
381
Advisory Services Network
Georgia
$33K +$23.3K +356 +234%
CWM
382
Catamount Wealth Management
Connecticut
$32K
WT
383
Whittier Trust
California
$30K
OSNBOA
384
Old Second National Bank of Aurora
Illinois
$28K
SWA
385
Sutton Wealth Advisors
Florida
$28K
WAM
386
Wealthspire Advisors (Maryland)
Maryland
$27K
MWP
387
MYCIO Wealth Partners
Pennsylvania
$26K -$5.03K -77 -16%
BKA
388
Brick & Kyle Associates
Pennsylvania
$26K
JFGIW
389
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K -$9.8K -150 -28%
CFS
390
Commonwealth Financial Services
West Virginia
$25K +$7.52K +115 +43%
FMII
391
Farmers & Merchants Investments Inc
Nebraska
$24K -$127K -1,939 -84%
TJHA
392
Thomas J. Herzfeld Advisors
Florida
$23K -$38.6K -590 -63%
APSP
393
Asset Planning Services (Pennsylvania)
Pennsylvania
$23K -$13.1K -200 -36%
TWMP
394
Taylor Wealth Management Partners
Massachusetts
$23K -$3.27K -50 -13%
PFS
395
Physicians Financial Services
North Carolina
$23K
RFWA
396
RPg Family Wealth Advisory
Massachusetts
$22.4K +$22.3K +341 New
WA
397
Winfield Associates
Ohio
$22K -$131 -2 -0.6%
BAM
398
Bruderman Asset Management
New York
$21K +$327 +5 +2%
CFA
399
Carroll Financial Associates
North Carolina
$21K +$7.65K +117 +55%
CWM
400
Cedar Wealth Management
California
$20K