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AstraZeneca

559 hedge funds and large institutions have $19.3B invested in AstraZeneca in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 141 increasing their positions, 228 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 68

9% more capital invested

Capital invested by funds: $17.7B → $19.3B (+$1.65B)

1% more funds holding

Funds holding: 556559 (+3)

0.46% more ownership

Funds ownership: 18.37%18.83% (+0.46%)

10% less call options, than puts

Call options by funds: $91.5M | Put options by funds: $101M

38% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 228

Holders
559
Holders Change
+3
Holders Change %
+0.54%
% of All Funds
12.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
77
Increased
141
Reduced
228
Closed
68
Calls
$91.5M
Puts
$101M
Net Calls
-$9.65M
Net Calls Change
-$73.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
376
Keudell/Morrison Wealth Management
Oregon
$236K +$230K +2,922 New
NFG
377
Next Financial Group
Texas
$233K +$65K +825 +40%
NFH
378
NEXT Financial Holdings
Texas
$233K +$227K +2,882 New
LA
379
LVW Advisors
New York
$231K +$225K +2,854 New
CHP
380
Cable Hill Partners
Oregon
$228K
BIM
381
Baldwin Investment Management
Pennsylvania
$226K
CS
382
Comerica Securities
Michigan
$223K -$82.2K -1,043 -27%
WT
383
Whittier Trust
California
$220K -$25K -317 -10%
BTW
384
Boston Trust Walden
Massachusetts
$218K
HI
385
Hudock Inc
Pennsylvania
$216K -$9.62K -122 -4%
WAAG
386
Wealth Alliance Advisory Group
Kansas
$216K
MCIM
387
Meadow Creek Investment Management
Georgia
$215K +$44.2K +561 +27%
BRWA
388
B. Riley Wealth Advisors
Florida
$210K -$24K -304 -11%
FFBTD
389
First Financial Bank - Trust Division
Ohio
$209K +$204K +2,591 New
RCM
390
RB Capital Management
Nevada
$207K +$202K +2,563 New
NIT
391
NumerixS Investment Technologies
British Columbia, Canada
$206K -$311K -3,950 -62%
HAG
392
HighPoint Advisor Group
Illinois
$205K -$7.88K -100 -4%
CT
393
Coastline Trust
Rhode Island
$205K +$200K +2,538 New
FTUS
394
Flow Traders U.S.
New York
$200K +$195K +2,478 New
IWP
395
Icon Wealth Partners
Texas
$190K -$153K -1,937 -45%
PCG
396
Private Capital Group
Connecticut
$183K -$7.25K -92 -4%
UBS AM
397
UBS AM
Illinois
$182K -$80.8K -1,025 -31%
AssetMark Inc
398
AssetMark Inc
California
$177K -$17.5K -222 -9%
LC
399
Lindbrook Capital
California
$172K -$1.1K -14 -0.7%
ST
400
Smithfield Trust
Pennsylvania
$170K

AZN Hedge Fund Activity: Q1 2019 in Review

559 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q1 2019, worth a combined $19.3B — up 9.4% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AZN positions and 68 closed out — a net gain of 9 holders — while 141 added to existing stakes and 228 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $246M. The largest seller was Bank of America, cutting an estimated $243M.

  • 559 institutional investors held AstraZeneca (AZN) as of Q1 2019, up from 556 in Q4 2018.
  • Funds reported $19.3B of AstraZeneca stock for Q1 2019, up 9.4% quarter-over-quarter.
  • 77 funds opened new AstraZeneca positions in Q1 2019 and 68 closed out, a net change of +9 holders.
  • The largest AstraZeneca buyer in Q1 2019 was Winslow Capital Management, an estimated $246M added.
  • The largest AstraZeneca seller in Q1 2019 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2019.