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AstraZeneca
AZN

Overview Fund Activity

502 hedge funds and large institutions have $13.4B invested in AstraZeneca in 2017 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 173 increasing their positions, 109 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+48
Holders Change %
+10.57%
% of All Funds
11.4%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
98
Increased
173
Reduced
109
Closed
46
Calls
$188M
Puts
$129M
Net Calls
+$58.8M
Net Calls Change
+$31.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$440M
2
Primecap Management
Primecap Management
California
$1.6B
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$81.8M
4
EIP
Epoch Investment Partners
New York
$313M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$44.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.5B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.09B
3
Russell Investments Group
Russell Investments Group
United Kingdom
$22.4M
4
CBT
Capital Bank & Trust
California
$59.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
426
UBS AM
Illinois
$23.3K +$8.29K +239 +55%
CG
427
Cutler Group
California
$23K -$47.2K -1,412 -67%
MRCM
428
M&R Capital Management
New Jersey
$23K +$23K +687 New
GRP
429
Global Retirement Partners
California
$22K – – –
CLOS
430
Compagnie Lombard Odier SCmA
Switzerland
$22K +$17.1K +486 +347%
WEC
431
Winslow Evans & Crocker
Massachusetts
$21.6K – – –
VNA
432
Valley National Advisers
Pennsylvania
$21K – – –
RE
433
RBC Europe
United Kingdom
$20.8K – – –
AAP
434
Arax Advisory Partners
Colorado
$20K +$403 +12 +2%
H
435
Hexavest
Quebec, Canada
$19K – – –
CFA
436
Carroll Financial Associates
North Carolina
$19K – – –
VCM
437
Virtue Capital Management
Tennessee
$19K +$19K +550 New
VCM
438
Versant Capital Management
Arizona
$19K +$19K +565 New
EFSCE
439
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
RBC
440
Roble Belko & Company
Pennsylvania
$18K – – –
AOWM
441
Alpha Omega Wealth Management
Virginia
$17K – – –
SWMG
442
Signature Wealth Management Group
Georgia
$16K +$16K +473 New
MFT
443
Moisand Fitzgerald Tamayo
Florida
$15K – – –
RFM
444
Royal Fund Management
Florida
$15K – – –
SP
445
SWS Partners
Ohio
$15K +$15K +428 New
RPC
446
Rossmore Private Capital
Connecticut
$14.2K +$14.2K +410 New
RWA
447
Ropes Wealth Advisors
Massachusetts
$14K – – –
WWM
448
Wagner Wealth Management
South Carolina
$14K – – –
BRC
449
Bell Rock Capital
Delaware
$14K – – –
ATC
450
Adirondack Trust Company
New York
$13K -$2.2K -65 -14%
16 17
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