We are live on ! Find out more
AZN icon

AstraZeneca

518 hedge funds and large institutions have $13.9B invested in AstraZeneca in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 166 increasing their positions, 167 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

45% more call options, than puts

Call options by funds: $171M | Put options by funds: $118M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more funds holding

Funds holding: 502518 (+16)

4% more capital invested

Capital invested by funds: $13.4B → $13.9B (+$525M)

0.47% more ownership

Funds ownership: 15.21%15.68% (+0.47%)

1% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 167

Holders
518
Holders Change
+16
Holders Change %
+3.19%
% of All Funds
11.87%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
59
Increased
166
Reduced
167
Closed
40
Calls
$171M
Puts
$118M
Net Calls
+$53.4M
Net Calls Change
-$5.35M
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
426
First PREMIER Bank
South Dakota
$41K
QAM
427
QCI Asset Management
New York
$40K
Carson Wealth (CWM LLC)
428
Carson Wealth (CWM LLC)
Nebraska
$39K
PG
429
Patten Group
Tennessee
$37K -$11.4K -164 -24%
AC
430
Avestar Capital
New York
$36K -$9.7K -140 -20%
EWM
431
Edge Wealth Management
New York
$36K
WPA
432
West Paces Advisors
Georgia
$35.8K
AWMS
433
Advocacy Wealth Management Services
Georgia
$35K
KPCM
434
Kings Point Capital Management
New York
$35K
LWCFA
435
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K
SNT
436
Security National Trust
West Virginia
$35K
VCM
437
Vigilant Capital Management
Maine
$35K +$7.2K +104 +26%
OIA
438
Optimum Investment Advisors
Illinois
$35K +$34.6K +500 New
MCWS
439
McKinley Carter Wealth Services
West Virginia
$34K +$33.2K +480 New
Schroder Investment Management Group
440
Schroder Investment Management Group
United Kingdom
$34K +$33.5K +484 New
Rockefeller Capital Management
441
Rockefeller Capital Management
New York
$32K +$31.5K +455 New
BWA
442
BDO Wealth Advisors
Florida
$30K -$1.87K -27 -6%
SWA
443
Sutton Wealth Advisors
Florida
$29.8K
GEA
444
Glen Eagle Advisors
New Jersey
$29.7K
CIA
445
Cascade Investment Advisors
Oregon
$27.2K
EFSCE
446
Enterprise Financial Services Corp (EFSC)
Missouri
$27K +$9.49K +137 +54%
GFP
447
Gryphon Financial Partners
Ohio
$25K
GRP
448
Global Retirement Partners
California
$25K +$2.01K +29 +9%
MRCM
449
M&R Capital Management
New Jersey
$24K
GI
450
Gradient Investments
Minnesota
$24K +$20.2K +292 +584%