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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
BAM
451
Bruderman Asset Management
New York
$24K +$24.2K +349 New
VNA
452
Valley National Advisers
Pennsylvania
$22K
WEC
453
Winslow Evans & Crocker
Massachusetts
$21.8K
POIA
454
Pin Oak Investment Advisors
Texas
$21K -$3.33K -48 -14%
VCM
455
Virtue Capital Management
Tennessee
$21K +$1.52K +22 +8%
H
456
Hexavest
Quebec, Canada
$19K
CIP
457
Convergence Investment Partners
Florida
$19K +$19K +274 New
RBC
458
Roble Belko & Company
Pennsylvania
$18K
AOWM
459
Alpha Omega Wealth Management
Virginia
$17K
UBS AM
460
UBS AM
Illinois
$16.2K -$7.2K -104 -31%
RWA
461
Ropes Wealth Advisors
Massachusetts
$16K +$1.87K +27 +14%
LWM
462
Lenox Wealth Management
Ohio
$16K +$14.5K +209 +836%
RFM
463
Royal Fund Management
Florida
$15K
SWP
464
Strategic Wealth Partners
Ohio
$15K +$5.82K +84 +65%
PCM
465
Princeton Capital Management
New Jersey
$15K +$14.5K +210 New
FCAG
466
First Capital Advisors Group
New Jersey
$15K +$14.7K +212 New
BRC
467
Bell Rock Capital
Delaware
$14K
OC
468
Oakworth Capital
Alabama
$14K
IIC
469
Integrated Investment Consultants
Michigan
$14K +$14K +202 New
SWMG
470
Signature Wealth Management Group
Georgia
$12K -$4.64K -67 -28%
MFT
471
Moisand Fitzgerald Tamayo
Florida
$12K -$3.12K -45 -21%
CCM
472
Cribstone Capital Management
Maine
$12K
OSNBOA
473
Old Second National Bank of Aurora
Illinois
$12K
PCFFS
474
Pacific Center for Financial Services
California
$12K
CAW
475
Cornerstone Advisors (Washington)
Washington
$12K +$5.54K +80 +90%