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AstraZeneca

454 hedge funds and large institutions have $12.7B invested in AstraZeneca in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 123 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 123

20% more call options, than puts

Call options by funds: $165M | Put options by funds: $138M

3% more capital invested

Capital invested by funds: $12.3B → $12.7B (+$430M)

0.57% more ownership

Funds ownership: 14.25%14.82% (+0.57%)

2% less funds holding

Funds holding: 465454 (-11)

11% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 54

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
454
Holders Change
-11
Holders Change %
-2.37%
% of All Funds
11.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
48
Increased
171
Reduced
123
Closed
54
Calls
$165M
Puts
$138M
Net Calls
+$27M
Net Calls Change
-$291M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
426
Legacy Advisors
Pennsylvania
$10K +$10K +159 New
CFA
427
Camarda Financial Advisors
Florida
$9K
NSB
428
Norway Savings Bank
Maine
$8K
PFSC
429
Peoples Financial Services Corp
Pennsylvania
$8K
TIM
430
Tortoise Investment Management
New York
$8K
IDBONY
431
Israel Discount Bank of New York
New York
$8K +$1.58K +25 +28%
AFNAS
432
American Financial Network Advisory Services
California
$8K +$7.9K +125 New
CTB
433
Country Trust Bank
Illinois
$7K
IP
434
Intellectus Partners
California
$7K
JWA
435
JFS Wealth Advisors
Pennsylvania
$7K
DBT
436
Dubuque Bank & Trust
Iowa
$7K +$3.48K +55 +110%
CAW
437
Cornerstone Advisors (Washington)
Washington
$6K -$5.94K -94 -51%
DVM
438
Dreman Value Management
Florida
$6K
HT
439
Heritage Trust
Oklahoma
$6K +$5.81K +92 New
1832 Asset Management
440
1832 Asset Management
Ontario, Canada
$5K -$49K -775 -91%
BC
441
Barnett & Company
Tennessee
$5K
CLOS
442
Compagnie Lombard Odier SCmA
Switzerland
$5K
PFGIA
443
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$695 +11 +23%
WA
444
WealthTrust-Arizona
Arizona
$4K +$1.26K +20 +50%
AIM
445
Advantage Investment Management
Iowa
$3K
AF
446
Allworth Financial
California
$3K
LWA
447
Lowe Wealth Advisors
Maryland
$3K
ACM
448
Aviance Capital Management
Florida
$3K +$190 +3 +6%
CPA
449
Clear Perspective Advisors
Illinois
$3K +$2.4K +38 New
HFM
450
Hartford Financial Management
Connecticut
$2K