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AstraZeneca

449 hedge funds and large institutions have $8.63B invested in AstraZeneca in 2016 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 113 increasing their positions, 161 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $211M | Put options by funds: $76.1M

5% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 74

0% more funds holding

Funds holding: 449449 (0)

0.61% less ownership

Funds ownership: 13.09%12.48% (-0.61%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less capital invested

Capital invested by funds: $10.8B → $8.63B (-$2.19B)

30% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 161

Holders
449
Holders Change
Holders Change %
0%
% of All Funds
11.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
78
Increased
113
Reduced
161
Closed
74
Calls
$211M
Puts
$76.1M
Net Calls
+$135M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
401
Roble Belko & Company
Pennsylvania
$14K
CFD
402
Creative Financial Designs
Indiana
$14K +$14.2K +250 New
PO
403
Private Ocean
California
$13K
RFM
404
Royal Fund Management
Florida
$12K +$12.9K +228 New
WEC
405
Winslow Evans & Crocker
Massachusetts
$11.5K
RFWA
406
RPg Family Wealth Advisory
Massachusetts
$11.5K -$7.44K -131 -38%
CFS
407
Commonwealth Financial Services
West Virginia
$11K -$9.77K -172 -45%
CCM
408
Cribstone Capital Management
Maine
$11K -$6.81K -120 -38%
AF
409
Allworth Financial
California
$11K +$8.57K +151 +302%
BRC
410
Bell Rock Capital
Delaware
$11K +$11.4K +200 New
GBBWRPM
411
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$10K
KF
412
Krilogy Financial
Missouri
$10K
PCFFS
413
Pacific Center for Financial Services
California
$10K +$9.94K +175 New
UBS AM
414
UBS AM
Illinois
$10K +$10.8K +191 New
CFA
415
CT Financial Advisors
Pennsylvania
$8.2K
MCA
416
Mercer Capital Advisers
New Jersey
$8K -$8.52K -150 -50%
ACM
417
Armbruster Capital Management
New York
$8K
KTC
418
Kistler-Tiffany Companies
Pennsylvania
$8K
VIA
419
Vantage Investment Advisors
Pennsylvania
$8K
CHP
420
Cable Hill Partners
Oregon
$8K +$2.04K +36 +32%
MCM
421
MV Capital Management
Maryland
$7K
GRP
422
Global Retirement Partners
California
$7K +$7.38K +130 New
JG
423
Jefferies Group
New York
$6K -$239K -4,217 -97%
TIM
424
Tortoise Investment Management
New York
$6K
ATC
425
Adirondack Trust Company
New York
$6K +$4.37K +77 +233%