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AstraZeneca
AZN

Overview Fund Activity

460 hedge funds and large institutions have $11.1B invested in AstraZeneca in 2017 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 165 increasing their positions, 123 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+11
Holders Change %
+2.45%
% of All Funds
11.47%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
68
Increased
165
Reduced
123
Closed
51
Calls
$397M
Puts
$128M
Net Calls
+$269M
Net Calls Change
+$134M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$324M
2
Primecap Management
Primecap Management
California
+$259M
3
Dodge & Cox
Dodge & Cox
California
+$227M
4
BlackRock
BlackRock
New York
+$215M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$210M

Top Sellers

1
BCPEM
Bain Capital Public Equity Management
Massachusetts
-$161M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$78.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$47.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$45.5M
5
Renaissance Technologies
Renaissance Technologies
New York
-$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
376
Pinnacle Bancorp
Nebraska
$41K +$41K +1,315 New
RFWA
377
RPg Family Wealth Advisory
Massachusetts
$39.9K +$26.8K +860 +205%
BIG
378
Bellwether Investment Group
Tennessee
$39K +$35K +1,128 +868%
FPB
379
First PREMIER Bank
South Dakota
$37K +$4.55K +145 +14%
DSC
380
Duncker Streett & Co
Missouri
$36K – – –
LWM
381
LBA Wealth Management
Florida
$34K +$3.53K +113 +12%
Carson Wealth (CWM LLC)
382
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
VNA
383
Valley National Advisers
Pennsylvania
$32K -$57K -1,824 -64%
SNT
384
Security National Trust
West Virginia
$32K – – –
GEA
385
Glen Eagle Advisors
New Jersey
$31.1K – – –
LWCFA
386
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K – – –
CWM
387
Catamount Wealth Management
Connecticut
$31K – – –
KPCM
388
Kings Point Capital Management
New York
$31K +$31K +1,000 New
SWA
389
Sutton Wealth Advisors
Florida
$26.5K – – –
IUHSA
390
Itau Unibanco Holding S.A.
Brazil
$26K +$26K +831 New
VCM
391
Vigilant Capital Management
Maine
$25K – – –
BKA
392
Brick & Kyle Associates
Pennsylvania
$25K – – –
JFGIW
393
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K – – –
WA
394
Winfield Associates
Ohio
$24K +$8.31K +270 +53%
WEC
395
Winslow Evans & Crocker
Massachusetts
$19.4K +$6.23K +200 +47%
CFG
396
Citizens Financial Group
Rhode Island
$19K -$571 -18 -3%
CWM
397
Cedar Wealth Management
California
$19K – – –
AIM
398
Acrospire Investment Management
Illinois
$19K +$19K +606 New
WT
399
Whittier Trust
California
$18K -$10.8K -337 -37%
TJHA
400
Thomas J. Herzfeld Advisors
Florida
$18K -$5.94K -193 -25%
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