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AstraZeneca
AZN

Overview Fund Activity

502 hedge funds and large institutions have $13.4B invested in AstraZeneca in 2017 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 173 increasing their positions, 109 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+48
Holders Change %
+10.57%
% of All Funds
11.4%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
98
Increased
173
Reduced
109
Closed
46
Calls
$188M
Puts
$129M
Net Calls
+$58.8M
Net Calls Change
+$31.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
2
Primecap Management
Primecap Management
California
+$89.4M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$81.8M
4
EIP
Epoch Investment Partners
New York
+$60.9M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$39.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$113M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$100M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$40.9M
4
CBT
Capital Bank & Trust
California
-$35.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
376
Clearstead Trust
Maine
$83K – – –
TCOV
377
Trust Company of Vermont
Vermont
$82K – – –
JCM
378
Jacobi Capital Management
Pennsylvania
$81K – – –
CAL
379
Capital Advisors Ltd
Ohio
$80K – – –
PCP
380
Proficio Capital Partners
Massachusetts
$79K +$3.8K +109 +5%
FANJ
381
Financial Architects (New Jersey)
New Jersey
$77K -$14.7K -427 -16%
RPG
382
Risk Paradigm Group
Texas
$76.3K – – –
PCM
383
Prelude Capital Management
New York
$76K +$16.5K +473 +28%
PCIA
384
Prime Capital Investment Advisors
Kansas
$76K +$76K +2,180 New
AF
385
Advisornet Financial
Minnesota
$71K +$71K +2,032 New
SIC
386
Salem Investment Counselors
North Carolina
$69K – – –
OWA
387
One Wealth Advisors
California
$62K +$62K +1,785 New
FFC
388
First Financial Corp
Indiana
$61K – – –
OFW
389
Omnia Family Wealth
Florida
$60K – – –
SFG
390
SevenBridge Financial Group
Pennsylvania
$58K – – –
BBA
391
Braun-Bostich & Associates
Pennsylvania
$56K +$56K +1,615 New
BWA
392
Burt Wealth Advisors
Maryland
$54K – – –
BL
393
Balentine LLC
Georgia
$52K -$1.26K -36 -2%
PMFA
394
Plante Moran Financial Advisors
Michigan
$51K -$66.8K -1,945 -57%
PG
395
Patten Group
Tennessee
$48K – – –
TSW
396
Thompson Siegel & Walmsley
Virginia
$47K – – –
ST
397
Smithfield Trust
Pennsylvania
$46K – – –
LIA
398
LS Investment Advisors
Michigan
$46K – – –
AC
399
Avestar Capital
New York
$46K +$46K +1,405 New
TF
400
Tompkins Financial
New York
$45K -$20.4K -597 -31%
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