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AstraZeneca

518 hedge funds and large institutions have $13.9B invested in AstraZeneca in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 166 increasing their positions, 167 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

45% more call options, than puts

Call options by funds: $171M | Put options by funds: $118M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more funds holding

Funds holding: 502518 (+16)

4% more capital invested

Capital invested by funds: $13.4B → $13.9B (+$525M)

0.47% more ownership

Funds ownership: 15.21%15.68% (+0.47%)

1% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 167

Holders
518
Holders Change
+16
Holders Change %
+3.19%
% of All Funds
11.87%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
59
Increased
166
Reduced
167
Closed
40
Calls
$171M
Puts
$118M
Net Calls
+$53.4M
Net Calls Change
-$5.35M
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
376
Monetary Management Group
Missouri
$192K
Acadian Asset Management
377
Acadian Asset Management
Massachusetts
$188K -$20.9M -301,145 -99%
SF
378
Synovus Financial
Georgia
$186K -$142K -2,049 -44%
WT
379
Whittier Trust
California
$182K +$145K +2,100 +420%
SSB
380
Sandy Spring Bank
Maryland
$168K -$18.5K -267 -10%
First Manhattan
381
First Manhattan
New York
$167K -$125K -1,800 -43%
FIB
382
First Interstate Bank
Montana
$165K
WAP
383
Wealthcare Advisory Partners
Pennsylvania
$157K -$39K -563 -20%
PMFA
384
Plante Moran Financial Advisors
Michigan
$144K +$90.9K +1,313 +177%
SWP
385
Stratos Wealth Partners
Ohio
$142K +$11K +159 +9%
FANJ
386
Financial Architects (New Jersey)
New Jersey
$140K +$60.6K +875 +78%
VIA
387
Vantage Investment Advisors
Pennsylvania
$137K -$17.3K -250 -20%
YWP
388
YorkBridge Wealth Partners
New York
$135K
CFN
389
Cordasco Financial Network
Florida
$128K
FPFS
390
First Personal Financial Services
North Carolina
$126K -$18.2K -263 -13%
BNP Paribas Financial Markets
391
BNP Paribas Financial Markets
France
$123K -$257K -3,716 -68%
HNB
392
Huntington National Bank
Ohio
$118K -$17.3K -250 -13%
RCAG
393
Rehmann Capital Advisory Group
Michigan
$109K +$108K +1,552 New
CG
394
Cutler Group
California
$107K +$83.1K +1,200 +349%
APP
395
Avantax Planning Partners
Iowa
$105K +$105K +1,514 New
CFG
396
CKW Financial Group
Hawaii
$104K
PCP
397
Proficio Capital Partners
Massachusetts
$104K +$24.4K +352 +31%
GWM
398
Geneos Wealth Management
Colorado
$102K -$34.4K -496 -25%
Bessemer Group
399
Bessemer Group
New Jersey
$99K -$49.2K -711 -33%
CFA
400
Carroll Financial Associates
North Carolina
$89K +$69.3K +1,000 +348%