We are live on ! Find out more
AZN icon

AstraZeneca

559 hedge funds and large institutions have $19.3B invested in AstraZeneca in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 141 increasing their positions, 228 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 68

9% more capital invested

Capital invested by funds: $17.7B → $19.3B (+$1.65B)

1% more funds holding

Funds holding: 556559 (+3)

0.46% more ownership

Funds ownership: 18.37%18.83% (+0.46%)

10% less call options, than puts

Call options by funds: $91.5M | Put options by funds: $101M

38% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 228

Holders
559
Holders Change
+3
Holders Change %
+0.54%
% of All Funds
12.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
77
Increased
141
Reduced
228
Closed
68
Calls
$91.5M
Puts
$101M
Net Calls
-$9.65M
Net Calls Change
-$73.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
426
Capital Investment Advisory Services
North Carolina
$89K
AC
427
Avestar Capital
New York
$89K +$25.5K +323 +39%
LFA
428
Legacy Financial Advisors
Kentucky
$82K
BNP Paribas Financial Markets
429
BNP Paribas Financial Markets
France
$81.8K +$2.29K +29 +3%
CFGS
430
Concourse Financial Group Securities
Alabama
$79K +$8.83K +112 +13%
CTC
431
Central Trust Company
Missouri
$78K
FBT
432
First Bank & Trust
South Dakota
$77K -$742K -9,414 -91%
Toronto Dominion Bank
433
Toronto Dominion Bank
Ontario, Canada
$74K -$122K -1,551 -63%
FHA
434
First Horizon Advisors
Tennessee
$73K -$48.6K -617 -40%
FFC
435
First Financial Corp
Indiana
$71K
DWA
436
Dougherty Wealth Advisers
Minnesota
$70K
PCP
437
Proficio Capital Partners
Massachusetts
$69K -$56.3K -714 -45%
TF
438
Tompkins Financial
New York
$69K
SFG
439
SevenBridge Financial Group
Pennsylvania
$67K
ST
440
Sageworth Trust
Pennsylvania
$64K +$62.7K +796 New
AF
441
Advisornet Financial
Minnesota
$63K -$26.6K -338 -30%
BWA
442
Burt Wealth Advisors
Maryland
$63K
FHB
443
First Hawaiian Bank
Hawaii
$63K
OFW
444
Omnia Family Wealth
Florida
$63K
CAW
445
Cornerstone Advisors (Washington)
Washington
$62K +$22.9K +291 +61%
CCM
446
Covington Capital Management
California
$61K -$35.5K -450 -38%
TSW
447
Thompson Siegel & Walmsley
Virginia
$55K
IA
448
IFP Advisors
Florida
$54K -$235K -2,978 -81%
AIM
449
Advantage Investment Management
Iowa
$54K +$473 +6 +0.9%
GRP
450
Global Retirement Partners
California
$52K -$13.6K -173 -21%

AZN Hedge Fund Activity: Q1 2019 in Review

559 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q1 2019, worth a combined $19.3B — up 9.4% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AZN positions and 68 closed out — a net gain of 9 holders — while 141 added to existing stakes and 228 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $246M. The largest seller was Bank of America, cutting an estimated $243M.

  • 559 institutional investors held AstraZeneca (AZN) as of Q1 2019, up from 556 in Q4 2018.
  • Funds reported $19.3B of AstraZeneca stock for Q1 2019, up 9.4% quarter-over-quarter.
  • 77 funds opened new AstraZeneca positions in Q1 2019 and 68 closed out, a net change of +9 holders.
  • The largest AstraZeneca buyer in Q1 2019 was Winslow Capital Management, an estimated $246M added.
  • The largest AstraZeneca seller in Q1 2019 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2019.