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AstraZeneca

454 hedge funds and large institutions have $12.7B invested in AstraZeneca in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 123 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 123

20% more call options, than puts

Call options by funds: $165M | Put options by funds: $138M

3% more capital invested

Capital invested by funds: $12.3B → $12.7B (+$430M)

0.57% more ownership

Funds ownership: 14.25%14.82% (+0.57%)

2% less funds holding

Funds holding: 465454 (-11)

11% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 54

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
454
Holders Change
-11
Holders Change %
-2.37%
% of All Funds
11.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
48
Increased
171
Reduced
123
Closed
54
Calls
$165M
Puts
$138M
Net Calls
+$27M
Net Calls Change
-$291M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
401
Roble Belko & Company
Pennsylvania
$18K
Thrivent Financial for Lutherans
402
Thrivent Financial for Lutherans
Minnesota
$18K +$17.3K +274 New
AOWM
403
Alpha Omega Wealth Management
Virginia
$17K
EFSCE
404
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
RFS
405
Rockefeller Financial Services
New York
$17K +$15.8K +250 New
ATC
406
Adirondack Trust Company
New York
$15K
RFM
407
Royal Fund Management
Florida
$15K
MFT
408
Moisand Fitzgerald Tamayo
Florida
$15K +$13.8K +218 New
UBS AM
409
UBS AM
Illinois
$14.6K -$1.71K -27 -11%
BRC
410
Bell Rock Capital
Delaware
$14K
TC
411
Trust Company
Kansas
$14K
RWA
412
Ropes Wealth Advisors
Massachusetts
$14K +$12.6K +200 New
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$13.6K
CCM
414
Cribstone Capital Management
Maine
$12K
OC
415
Oakworth Capital
Alabama
$12K
OSNBOA
416
Old Second National Bank of Aurora
Illinois
$12K
PCFFS
417
Pacific Center for Financial Services
California
$12K
JFGIW
418
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K -$14.2K -225 -59%
CHC
419
City Holding Co
West Virginia
$11K
APSP
420
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K
JFA
421
JNBA Financial Advisors
Minnesota
$10K
KTC
422
Kistler-Tiffany Companies
Pennsylvania
$10K
MCA
423
Mercer Capital Advisers
New Jersey
$10K
TWMP
424
Taylor Wealth Management Partners
Massachusetts
$10K
VIA
425
Vantage Investment Advisors
Pennsylvania
$10K