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AstraZeneca

387 hedge funds and large institutions have $7.88B invested in AstraZeneca in 2014 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 167 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $181M | Put options by funds: $92.5M

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

2% more funds holding

Funds holding: 379387 (+8)

0% more capital invested

Capital invested by funds: $7.87B → $7.88B (+$3.59M)

0.9% less ownership

Funds ownership: 10.44%9.54% (-0.9%)

37% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 167

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
387
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
11.18%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
53
Increased
105
Reduced
167
Closed
41
Calls
$181M
Puts
$92.5M
Net Calls
+$88.6M
Net Calls Change
-$33.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
401
NorthCoast Asset Management
Connecticut
-$2.15M -36,274 Closed
TGI
402
Tradewinds Global Investors
California
-$1.78M -30,022 Closed
Carson Wealth (CWM LLC)
403
Carson Wealth (CWM LLC)
Nebraska
-$867K -14,601 Closed
HT
404
HAP Trading
New York
-$766K -12,900 Closed
SAM
405
Symphony Asset Management
California
-$520K -8,751 Closed
ID
406
Integral Derivatives
New York
-$473K -7,331 Closed
GIM
407
Greylin Investment Management
Virginia
-$342K -5,762 Closed
OIM
408
Orca Investment Management
Oregon
-$326K -5,485 Closed
FIM
409
Freedom Investment Management
Connecticut
-$238K -4,010 Closed
MCM
410
Murphy Capital Management
New Jersey
-$219K -3,690 Closed
Franklin Resources
411
Franklin Resources
California
-$215K -3,621 Closed
HTC
412
Haverford Trust Company
Pennsylvania
-$206K -3,471 Closed
PMFA
413
Plante Moran Financial Advisors
Michigan
-$171K -2,875 Closed
PA
414
Perceptive Advisors
New York
-$152K -2,558 Closed
NES
415
New England Securities
New York
-$128K -2,152 Closed
ASN
416
Advisory Services Network
Georgia
-$116K -1,948 Closed
WAM
417
Wolverine Asset Management
Illinois
-$81K -1,380 Closed
ACM
418
Antonetti Capital Management
Florida
-$30K -499 Closed
SEC
419
Seven Eight Capital
New York
-$24K -400 Closed
S
420
SignatureFD
Georgia
-$19K -325 Closed
WRM
421
Westport Resources Management
Connecticut
-$13K -225 Closed
BPBT
422
Boston Private Bank & Trust
Massachusetts
-$12K -200 Closed
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
-$11.9K -200 Closed
AP
424
Advisors Preferred
Maryland
-$6K -111 Closed
RFA
425
Reilly Financial Advisors
California
-$6K -99 Closed