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AstraZeneca

449 hedge funds and large institutions have $8.63B invested in AstraZeneca in 2016 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 113 increasing their positions, 161 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $211M | Put options by funds: $76.1M

5% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 74

0% more funds holding

Funds holding: 449449 (0)

0.61% less ownership

Funds ownership: 13.09%12.48% (-0.61%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less capital invested

Capital invested by funds: $10.8B → $8.63B (-$2.19B)

30% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 161

Holders
449
Holders Change
Holders Change %
0%
% of All Funds
11.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
78
Increased
113
Reduced
161
Closed
74
Calls
$211M
Puts
$76.1M
Net Calls
+$135M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
376
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K
LWM
377
LBA Wealth Management
Florida
$27K +$22K +387 +383%
WT
378
Whittier Trust
California
$25K
OSNBOA
379
Old Second National Bank of Aurora
Illinois
$24K
SWA
380
Sutton Wealth Advisors
Florida
$23.3K
BKA
381
Brick & Kyle Associates
Pennsylvania
$22K
PFS
382
Physicians Financial Services
North Carolina
$22K
VCM
383
Vigilant Capital Management
Maine
$22K +$22.7K +400 New
JFGIW
384
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K
TJHA
385
Thomas J. Herzfeld Advisors
Florida
$21K +$2.5K +44 +13%
PCP
386
Proficio Capital Partners
Massachusetts
$20K -$43.9K -774 -68%
TWMP
387
Taylor Wealth Management Partners
Massachusetts
$19K
BAM
388
Bruderman Asset Management
New York
$18K
1832 Asset Management
389
1832 Asset Management
Ontario, Canada
$18K +$14K +247 +329%
NSB
390
Norway Savings Bank
Maine
$18K +$18.5K +325 New
FMII
391
Farmers & Merchants Investments Inc
Nebraska
$17K -$2.33K -41 -11%
CFG
392
Citizens Financial Group
Rhode Island
$17K +$17.5K +309 New
CWM
393
Cedar Wealth Management
California
$16K
AA
394
Ancora Advisors
Ohio
$16K +$17.1K +302 New
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$15.7K +$16.4K +288 New
H
396
Hexavest
Quebec, Canada
$15K
TC
397
Trust Company
Kansas
$15K
WA
398
Winfield Associates
Ohio
$14K -$4.43K -78 -23%
CFA
399
Carroll Financial Associates
North Carolina
$14K -$3.86K -68 -21%
AOWM
400
Alpha Omega Wealth Management
Virginia
$14K