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AstraZeneca

449 hedge funds and large institutions have $10.8B invested in AstraZeneca in 2016 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 154 increasing their positions, 120 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $138M | Put options by funds: $33.7M

228% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 25

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

28% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 120

24% more capital invested

Capital invested by funds: $8.72B → $10.8B (+$2.1B)

13% more funds holding

Funds holding: 397449 (+52)

1.66% more ownership

Funds ownership: 11.43%13.09% (+1.7%)

Holders
449
Holders Change
+52
Holders Change %
+13.1%
% of All Funds
11.98%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
82
Increased
154
Reduced
120
Closed
25
Calls
$138M
Puts
$33.7M
Net Calls
+$104M
Net Calls Change
+$35.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
426
LBA Wealth Management
Florida
$7K
M
427
MOTCO
Texas
$7K +$7.19K +110 New
PFSC
428
Peoples Financial Services Corp
Pennsylvania
$7K +$7.39K +113 New
TIM
429
Tortoise Investment Management
New York
$7K +$7.45K +114 New
CHC
430
City Holding Co
West Virginia
$6K
IWC
431
Integrated Wealth Counsel
California
$6K +$5.88K +90 New
1832 Asset Management
432
1832 Asset Management
Ontario, Canada
$5K -$2.35K -36 -32%
BC
433
Barnett & Company
Tennessee
$5K
WRM
434
Westport Resources Management
Connecticut
$5K
CA
435
CapWealth Advisors
Tennessee
$5K +$1.83K +28 +56%
BCI
436
Brinker Capital Investments
Pennsylvania
$4K +$4.12K +63 New
IWMPD
437
Integrated Wealth Management (Palm Desert)
California
$3K -$32.7K -500 -92%
AIM
438
Advantage Investment Management
Iowa
$3K
AF
439
Allworth Financial
California
$3K
DBT
440
Dubuque Bank & Trust
Iowa
$3K
LWA
441
Lowe Wealth Advisors
Maryland
$3K
WA
442
WealthTrust-Arizona
Arizona
$3K
FPTW
443
Franklin, Parlapiano, Turner & Welch
Texas
$3K +$3.27K +50 New
QI
444
QS Investors
New York
$3K +$3.27K +50 New
HFM
445
Hartford Financial Management
Connecticut
$2K
ATC
446
Adirondack Trust Company
New York
$2K +$2.16K +33 New
JIR
447
James Investment Research
Ohio
$1K
SIG
448
Stanford Investment Group
California
$1K +$850 +13 New
TWA
449
TCI Wealth Advisors
Arizona
$1K +$1.31K +20 New
HI
450
Honeywell International
North Carolina
-$25.4M -420,750 Closed