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AstraZeneca
AZN

Overview Fund Activity

517 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, 166 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+15
Holders Change %
+2.99%
% 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
166
Closed
41
Calls
$171M
Puts
$118M
Net Calls
+$53.4M
Net Calls Change
-$5.35M

Top Buyers

1
Primecap Management
Primecap Management
California
+$194M
2
Capital World Investors
Capital World Investors
California
+$88.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$79.8M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$69.3M
5
YCMGA
York Capital Management Global Advisors
New York
+$56.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$102M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$81.8M
3
RG
Redmile Group
California
-$70.2M
4
Dodge & Cox
Dodge & Cox
California
-$70M
5
HP
Holowesko Partners
Bahamas
-$51.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
426
QCI Asset Management
New York
$40K – – –
Carson Wealth (CWM LLC)
427
Carson Wealth (CWM LLC)
Nebraska
$39K – – –
PG
428
Patten Group
Tennessee
$37K -$11.6K -328 -24%
AC
429
Avestar Capital
New York
$36K -$8.92K -279 -20%
EWM
430
Edge Wealth Management
New York
$36K – – –
WPA
431
West Paces Advisors
Georgia
$35.8K – – –
KPCM
432
Kings Point Capital Management
New York
$35K – – –
LWCFA
433
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K – – –
AWMS
434
Advocacy Wealth Management Services
Georgia
$35K – – –
SNT
435
Security National Trust
West Virginia
$35K – – –
VCM
436
Vigilant Capital Management
Maine
$35K +$7.22K +208 +26%
OIA
437
Optimum Investment Advisors
Illinois
$35K +$35K +1,000 New
MCWS
438
McKinley Carter Wealth Services
West Virginia
$34K +$34K +960 New
Schroder Investment Management Group
439
Schroder Investment Management Group
United Kingdom
$34K +$34K +968 New
Rockefeller Capital Management
440
Rockefeller Capital Management
New York
$32K +$32K +910 New
BWA
441
BDO Wealth Advisors
Florida
$30K -$1.88K -54 -6%
SWA
442
Sutton Wealth Advisors
Florida
$29.8K – – –
GEA
443
Glen Eagle Advisors
New Jersey
$29.7K – – –
CIA
444
Cascade Investment Advisors
Oregon
$27.2K – – –
EFSCE
445
Enterprise Financial Services Corp (EFSC)
Missouri
$27K +$9.41K +274 +54%
GFP
446
Gryphon Financial Partners
Ohio
$25K – – –
GRP
447
Global Retirement Partners
California
$25K +$2.05K +58 +9%
MRCM
448
M&R Capital Management
New Jersey
$24K – – –
GI
449
Gradient Investments
Minnesota
$24K +$20.5K +584 +584%
BAM
450
Bruderman Asset Management
New York
$24K +$24K +697 New
16 17
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