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AstraZeneca

518 hedge funds and large institutions have $13.9B invested in AstraZeneca in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 166 increasing their positions, 167 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

45% more call options, than puts

Call options by funds: $171M | Put options by funds: $118M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more funds holding

Funds holding: 502518 (+16)

4% more capital invested

Capital invested by funds: $13.4B → $13.9B (+$525M)

0.47% more ownership

Funds ownership: 15.21%15.68% (+0.47%)

1% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 167

Holders
518
Holders Change
+16
Holders Change %
+3.19%
% of All Funds
11.87%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
59
Increased
166
Reduced
167
Closed
40
Calls
$171M
Puts
$118M
Net Calls
+$53.4M
Net Calls Change
-$5.35M
Name Holding Trade Value Shares
Change
Change in
Stake
THWM
401
Taylor Hoffman Wealth Management
Virginia
$86K
CT
402
Clearstead Trust
Maine
$83K
TCOV
403
Trust Company of Vermont
Vermont
$83K
LWA
404
Lenox Wealth Advisors
New York
$82K +$47.2K +682 +138%
CAL
405
Capital Advisors Ltd
Ohio
$81K
CIBC Private Wealth Group
406
CIBC Private Wealth Group
Georgia
$80K -$321K -4,640 -80%
CTC
407
Central Trust Company
Missouri
$79K -$18.1K -262 -19%
RPG
408
Risk Paradigm Group
Texas
$76.9K
PCIA
409
Prime Capital Investment Advisors
Kansas
$76K
LF
410
Lee Financial
Texas
$75K +$72.8K +1,051 +6,182%
AF
411
Advisornet Financial
Minnesota
$71K
FFC
412
First Financial Corp
Indiana
$62K
OFW
413
Omnia Family Wealth
Florida
$61K
SFG
414
SevenBridge Financial Group
Pennsylvania
$58K
BBA
415
Braun-Bostich & Associates
Pennsylvania
$56K
BWA
416
Burt Wealth Advisors
Maryland
$54K
TSW
417
Thompson Siegel & Walmsley
Virginia
$48K
LIA
418
LS Investment Advisors
Michigan
$47K
TF
419
Tompkins Financial
New York
$46K
SIC
420
Salem Investment Counselors
North Carolina
$45K -$24.2K -350 -35%
AAP
421
Arax Advisory Partners
Colorado
$45K +$24K +346 +116%
RFWA
422
RPg Family Wealth Advisory
Massachusetts
$44.8K
ST
423
Smithfield Trust
Pennsylvania
$43K -$3.12K -45 -7%
LFA
424
Legacy Financial Advisors
Kentucky
$42K
MGIA
425
Moneta Group Investment Advisors
Missouri
$42K +$41.6K +600 New