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AstraZeneca
AZN

Overview Fund Activity

502 hedge funds and large institutions have $13.4B invested in AstraZeneca in 2017 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 173 increasing their positions, 109 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+48
Holders Change %
+10.57%
% of All Funds
11.4%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
98
Increased
173
Reduced
109
Closed
46
Calls
$188M
Puts
$129M
Net Calls
+$58.8M
Net Calls Change
+$31.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
2
Primecap Management
Primecap Management
California
+$89.4M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$81.8M
4
EIP
Epoch Investment Partners
New York
+$60.9M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$39.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$113M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$100M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$40.9M
4
CBT
Capital Bank & Trust
California
-$35.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFWA
401
RPg Family Wealth Advisory
Massachusetts
$44.4K – – –
FPB
402
First PREMIER Bank
South Dakota
$41K – – –
QAM
403
QCI Asset Management
New York
$40K – – –
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$39K -$16K -458 -29%
PWM
405
Paulson Wealth Management
Illinois
$39K +$39K +1,115 New
LFA
406
Legacy Financial Advisors
Kentucky
$39K +$39K +1,146 New
EWM
407
Edge Wealth Management
New York
$36K +$36K +1,043 New
WPA
408
West Paces Advisors
Georgia
$35.6K – – –
AWMS
409
Advocacy Wealth Management Services
Georgia
$35K -$28K -800 -44%
WT
410
Whittier Trust
California
$35K -$5.5K -157 -14%
KPCM
411
Kings Point Capital Management
New York
$35K – – –
LWCFA
412
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K – – –
SNT
413
Security National Trust
West Virginia
$35K – – –
LWA
414
Lenox Wealth Advisors
New York
$34K +$34K +987 New
BWA
415
BDO Wealth Advisors
Florida
$32K +$70 +2 +0.2%
RFS
416
Rockefeller Financial Services
New York
$32K +$14.4K +410 +82%
KJWM
417
Kiley Juergens Wealth Management
Washington
$30K +$30K +876 New
SWA
418
Sutton Wealth Advisors
Florida
$29.6K – – –
GEA
419
Glen Eagle Advisors
New Jersey
$29.5K – – –
VCM
420
Vigilant Capital Management
Maine
$28K – – –
WA
421
Winfield Associates
Ohio
$28K +$354 +10 +1%
CIA
422
Cascade Investment Advisors
Oregon
$27K +$27K +778 New
TVWM
423
Tower View Wealth Management
Wisconsin
$26K +$26K +750 New
GFP
424
Gryphon Financial Partners
Ohio
$25K +$25K +707 New
POIA
425
Pin Oak Investment Advisors
Texas
$24K +$24K +701 New
15 16
17
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