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AstraZeneca

449 hedge funds and large institutions have $8.63B invested in AstraZeneca in 2016 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 113 increasing their positions, 161 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $211M | Put options by funds: $76.1M

5% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 74

0% more funds holding

Funds holding: 449449 (0)

0.61% less ownership

Funds ownership: 13.09%12.48% (-0.61%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less capital invested

Capital invested by funds: $10.8B → $8.63B (-$2.19B)

30% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 161

Holders
449
Holders Change
Holders Change %
0%
% of All Funds
11.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
78
Increased
113
Reduced
161
Closed
74
Calls
$211M
Puts
$76.1M
Net Calls
+$135M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DVM
426
Dreman Value Management
Florida
$5K -$32.4K -571 -86%
CAW
427
Cornerstone Advisors (Washington)
Washington
$5K -$23.8K -420 -83%
CTB
428
Country Trust Bank
Illinois
$5K -$5.68K -100 -50%
CHC
429
City Holding Co
West Virginia
$5K
IWC
430
Integrated Wealth Counsel
California
$5K
IWA
431
IBEX Wealth Advisors
New Jersey
$5K +$5.45K +96 New
IP
432
Intellectus Partners
California
$5K +$5.68K +100 New
BC
433
Barnett & Company
Tennessee
$4K
TWA
434
TCI Wealth Advisors
Arizona
$4K +$2.56K +45 +225%
BIG
435
Bellwether Investment Group
Tennessee
$4K +$3.69K +65 New
TRCT
436
Tower Research Capital (TRC)
New York
$3K -$1.1M -19,291 -100%
HR
437
Howe & Rusling
New York
$3K -$10.2K -179 -75%
AIM
438
Advantage Investment Management
Iowa
$3K
DBT
439
Dubuque Bank & Trust
Iowa
$3K
LWA
440
Lowe Wealth Advisors
Maryland
$3K
HFM
441
Hartford Financial Management
Connecticut
$2K
WA
442
WealthTrust-Arizona
Arizona
$2K
PFGIA
443
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.65K +29 New
GWS
444
Glassman Wealth Services
Virginia
$2K +$2.5K +44 New
JIR
445
James Investment Research
Ohio
$1K
SIG
446
Stanford Investment Group
California
$1K
EA
447
Edge Advisors
Georgia
$1K +$1.87K +33 New
GVT
448
Genesee Valley Trust
New York
$200 -$444K -7,826 -68%
PK
449
Pflug Koory
Nebraska
$2 +$1.93K +34 New
CI
450
Cambiar Investors
Colorado
-$148M -2,254,023 Closed