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AstraZeneca

465 hedge funds and large institutions have $12.3B invested in AstraZeneca in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 153 increasing their positions, 142 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $566M | Put options by funds: $248M

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more capital invested

Capital invested by funds: $11.1B → $12.3B (+$1.21B)

1% more funds holding

Funds holding: 460465 (+5)

8% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 142

0.19% more ownership

Funds ownership: 14.05%14.25% (+0.19%)

Holders
465
Holders Change
+5
Holders Change %
+1.09%
% of All Funds
11.59%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
54
Increased
153
Reduced
142
Closed
42
Calls
$566M
Puts
$248M
Net Calls
+$318M
Net Calls Change
+$49.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
376
Fieldpoint Private Securities
Connecticut
$55K
BWA
377
Burt Wealth Advisors
Maryland
$52K
FWM
378
Focused Wealth Management
New York
$52K
ZB
379
Zions Bancorporation
Utah
$47K +$1.24K +19 +3%
LIA
380
LS Investment Advisors
Michigan
$46K
ST
381
Smithfield Trust
Pennsylvania
$45K
RFWA
382
RPg Family Wealth Advisory
Massachusetts
$43.6K
PG
383
Patten Group
Tennessee
$42K
FPB
384
First PREMIER Bank
South Dakota
$40K
DSC
385
Duncker Streett & Co
Missouri
$39K
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$37K
SNT
387
Security National Trust
West Virginia
$35K
VNA
388
Valley National Advisers
Pennsylvania
$35K
WPA
389
West Paces Advisors
Georgia
$34.9K -$23.2K -355 -41%
GEA
390
Glen Eagle Advisors
New Jersey
$34.1K
KPCM
391
Kings Point Capital Management
New York
$34K
LWCFA
392
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K +$3.92K +60 +12%
BWA
393
BDO Wealth Advisors
Florida
$34K +$32.7K +501 New
AAP
394
Arax Advisory Partners
Colorado
$30K +$27.1K +415 +1,339%
SWA
395
Sutton Wealth Advisors
Florida
$29K
PCM
396
Prelude Capital Management
New York
$29K -$360K -5,513 -93%
VCM
397
Vigilant Capital Management
Maine
$27K
WA
398
Winfield Associates
Ohio
$27K
JFGIW
399
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K
NA
400
NewEdge Advisors
Louisiana
$24.4K +$23.8K +364 New

AZN Hedge Fund Activity: Q2 2017 in Review

465 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q2 2017, worth a combined $12.3B — up 11% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AZN positions and 42 closed out — a net gain of 12 holders — while 153 added to existing stakes and 142 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $299M. The largest seller was Wellington Management Group, cutting an estimated $110M.

  • 465 institutional investors held AstraZeneca (AZN) as of Q2 2017, up from 460 in Q1 2017.
  • Funds reported $12.3B of AstraZeneca stock for Q2 2017, up 11% quarter-over-quarter.
  • 54 funds opened new AstraZeneca positions in Q2 2017 and 42 closed out, a net change of +12 holders.
  • The largest AstraZeneca buyer in Q2 2017 was Fisher Asset Management, an estimated $299M added.
  • The largest AstraZeneca seller in Q2 2017 was Wellington Management Group, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2017.