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AstraZeneca

559 hedge funds and large institutions have $19.3B invested in AstraZeneca in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 141 increasing their positions, 228 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 68

9% more capital invested

Capital invested by funds: $17.7B → $19.3B (+$1.65B)

1% more funds holding

Funds holding: 556559 (+3)

0.46% more ownership

Funds ownership: 18.37%18.83% (+0.46%)

10% less call options, than puts

Call options by funds: $91.5M | Put options by funds: $101M

38% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 228

Holders
559
Holders Change
+3
Holders Change %
+0.54%
% of All Funds
12.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
77
Increased
141
Reduced
228
Closed
68
Calls
$91.5M
Puts
$101M
Net Calls
-$9.65M
Net Calls Change
-$73.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Twin Tree Management
401
Twin Tree Management
Texas
$167K -$131K -1,660 -45%
MMG
402
Monetary Management Group
Missouri
$162K
VFA
403
Valeo Financial Advisors
Indiana
$162K
RCM
404
Riverhead Capital Management
Delaware
$159K +$41K +520 +36%
FCM
405
Flinton Capital Management
Pennsylvania
$157K +$32.2K +408 +27%
HNB
406
Huntington National Bank
Ohio
$151K -$41K -520 -22%
WAM
407
Wolverine Asset Management
Illinois
$151K
BBNA
408
Bremer Bank National Association
Minnesota
$151K +$158K +2,004 New
HI
409
Human Investing
Oregon
$150K
CFN
410
Cordasco Financial Network
Florida
$148K
SSB
411
Sandy Spring Bank
Maryland
$145K
TCOV
412
Trust Company of Vermont
Vermont
$141K +$8.28K +105 +6%
FANJ
413
Financial Architects (New Jersey)
New Jersey
$138K -$65.3K -828 -33%
YWP
414
YorkBridge Wealth Partners
New York
$135K -$15K -190 -10%
WAP
415
Wealthcare Advisory Partners
Pennsylvania
$134K -$31K -393 -19%
TAM
416
Tiverton Asset Management
Delaware
$133K -$69.3K -879 -35%
Bessemer Group
417
Bessemer Group
New Jersey
$131K -$192K -2,439 -60%
RCAG
418
Rehmann Capital Advisory Group
Michigan
$127K +$9.62K +122 +8%
JFA
419
JNBA Financial Advisors
Minnesota
$114K +$96.2K +1,221 +643%
CFG
420
CKW Financial Group
Hawaii
$113K
SF
421
Synovus Financial
Georgia
$111K -$66.8K -848 -38%
GWM
422
Geneos Wealth Management
Colorado
$111K +$13.1K +166 +14%
FIB
423
First Interstate Bank
Montana
$106K -$82.4K -1,045 -44%
CFA
424
Carroll Financial Associates
North Carolina
$97K -$1.89K -24 -2%
TC
425
Truvestments Capital
Florida
$93K +$90.8K +1,152 New

AZN Hedge Fund Activity: Q1 2019 in Review

559 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q1 2019, worth a combined $19.3B — up 9.4% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AZN positions and 68 closed out — a net gain of 9 holders — while 141 added to existing stakes and 228 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $246M. The largest seller was Bank of America, cutting an estimated $243M.

  • 559 institutional investors held AstraZeneca (AZN) as of Q1 2019, up from 556 in Q4 2018.
  • Funds reported $19.3B of AstraZeneca stock for Q1 2019, up 9.4% quarter-over-quarter.
  • 77 funds opened new AstraZeneca positions in Q1 2019 and 68 closed out, a net change of +9 holders.
  • The largest AstraZeneca buyer in Q1 2019 was Winslow Capital Management, an estimated $246M added.
  • The largest AstraZeneca seller in Q1 2019 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2019.