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AstraZeneca

546 hedge funds and large institutions have $19B invested in AstraZeneca in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 186 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $134M | Put options by funds: $107M

2% less capital invested

Capital invested by funds: $19.3B → $19B (-$316M)

5% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 196

7% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 58

1.3% less ownership

Funds ownership: 18.83%17.53% (-1.3%)

2% less funds holding

Funds holding: 559546 (-13)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
546
Holders Change
-13
Holders Change %
-2.33%
% of All Funds
11.86%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
54
Increased
186
Reduced
196
Closed
58
Calls
$134M
Puts
$107M
Net Calls
+$26.6M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
401
Monetary Management Group
Missouri
$165K
VFA
402
Valeo Financial Advisors
Indiana
$165K
WAM
403
Wolverine Asset Management
Illinois
$154K
CFN
404
Cordasco Financial Network
Florida
$151K
SSB
405
Sandy Spring Bank
Maryland
$148K
TCOV
406
Trust Company of Vermont
Vermont
$148K +$3.45K +44 +3%
YWP
407
YorkBridge Wealth Partners
New York
$141K +$2.82K +36 +2%
HI
408
Hudock Inc
Pennsylvania
$138K -$78.4K -1,000 -37%
WAP
409
Wealthcare Advisory Partners
Pennsylvania
$137K
TAM
410
Tiverton Asset Management
Delaware
$136K
WHG
411
Westwood Holdings Group
Texas
$133K +$126K +1,609 New
JFA
412
JNBA Financial Advisors
Minnesota
$129K +$11.6K +148 +10%
CFA
413
Carroll Financial Associates
North Carolina
$129K +$28.1K +359 +30%
RCAG
414
Rehmann Capital Advisory Group
Michigan
$126K -$3.29K -42 -3%
FANJ
415
Financial Architects (New Jersey)
New Jersey
$126K -$14.3K -183 -11%
GWM
416
Geneos Wealth Management
Colorado
$123K +$9.8K +125 +9%
KPCM
417
Kings Point Capital Management
New York
$121K +$115K +1,470 New
CFG
418
CKW Financial Group
Hawaii
$116K
CIAS
419
Capital Investment Advisory Services
North Carolina
$109K +$19.6K +250 +23%
M
420
MOTCO
Texas
$106K +$83.9K +1,070 +510%
FIB
421
First Interstate Bank
Montana
$102K -$6.04K -77 -6%
HI
422
Human Investing
Oregon
$100K -$51.2K -653 -35%
AC
423
Avestar Capital
New York
$92K
GFPC
424
Global Financial Private Capital
Florida
$82K +$78.3K +998 New
CAW
425
Cornerstone Advisors (Washington)
Washington
$80K +$16.2K +207 +27%