We are live on ! Find out more
AZN icon

AstraZeneca

465 hedge funds and large institutions have $12.3B invested in AstraZeneca in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 153 increasing their positions, 142 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $566M | Put options by funds: $248M

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more capital invested

Capital invested by funds: $11.1B → $12.3B (+$1.21B)

1% more funds holding

Funds holding: 460465 (+5)

8% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 142

0.19% more ownership

Funds ownership: 14.05%14.25% (+0.19%)

Holders
465
Holders Change
+5
Holders Change %
+1.09%
% of All Funds
11.59%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
54
Increased
153
Reduced
142
Closed
42
Calls
$566M
Puts
$248M
Net Calls
+$318M
Net Calls Change
+$49.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
401
Jacobi Capital Management
Pennsylvania
$24K +$23.1K +353 New
HR
402
Howe & Rusling
New York
$23K +$18K +275 +451%
BAM
403
Bruderman Asset Management
New York
$23K +$21.9K +335 New
WEC
404
Winslow Evans & Crocker
Massachusetts
$21.2K
CWM
405
Cedar Wealth Management
California
$20K
H
406
Hexavest
Quebec, Canada
$19K
RBC
407
Roble Belko & Company
Pennsylvania
$18K
GRP
408
Global Retirement Partners
California
$17K -$2.09K -32 -11%
WT
409
Whittier Trust
California
$17K -$2.09K -32 -11%
EFSCE
410
Enterprise Financial Services Corp (EFSC)
Missouri
$17K -$1.24K -19 -7%
AOWM
411
Alpha Omega Wealth Management
Virginia
$17K
CFA
412
Carroll Financial Associates
North Carolina
$17K
CFD
413
Creative Financial Designs
Indiana
$17K
FPF
414
FNY Partners Fund
New York
$17K +$16.3K +250 New
UBS AM
415
UBS AM
Illinois
$16.5K +$12.7K +195 +406%
PO
416
Private Ocean
California
$16K
RFM
417
Royal Fund Management
Florida
$15K
ATC
418
Adirondack Trust Company
New York
$15K +$5.22K +80 +55%
TC
419
Trust Company
Kansas
$14K -$4.9K -75 -27%
BRC
420
Bell Rock Capital
Delaware
$14K
OC
421
Oakworth Capital
Alabama
$14K
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$13.6K
Walleye Trading
423
Walleye Trading
New York
$12.6K +$7.13M +109,193 +144%
TJHA
424
Thomas J. Herzfeld Advisors
Florida
$12K -$7.64K -117 -40%
CCM
425
Cribstone Capital Management
Maine
$12K