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AstraZeneca

530 hedge funds and large institutions have $14B invested in AstraZeneca in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 145 increasing their positions, 197 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $164M | Put options by funds: $57.1M

40% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 43

2% more funds holding

Funds holding: 518530 (+12)

1% more capital invested

Capital invested by funds: $13.9B → $14B (+$140M)

0.41% more ownership

Funds ownership: 15.68%16.09% (+0.41%)

26% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 197

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
530
Holders Change
+12
Holders Change %
+2.32%
% of All Funds
12.13%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
60
Increased
145
Reduced
197
Closed
43
Calls
$164M
Puts
$57.1M
Net Calls
+$107M
Net Calls Change
+$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
451
Moneta Group Investment Advisors
Missouri
$24K -$18.8K -262 -44%
BAM
452
Bruderman Asset Management
New York
$24K
GI
453
Gradient Investments
Minnesota
$24K
MRCM
454
M&R Capital Management
New Jersey
$24K
WEC
455
Winslow Evans & Crocker
Massachusetts
$24K
BWA
456
BDO Wealth Advisors
Florida
$23K -$7.84K -109 -25%
VNA
457
Valley National Advisers
Pennsylvania
$22K
CAW
458
Cornerstone Advisors (Washington)
Washington
$20K +$8.78K +122 +72%
CA
459
Centerpoint Advisors
Massachusetts
$20K +$20.3K +282 New
H
460
Hexavest
Quebec, Canada
$19K
LWM
461
Lenox Wealth Management
Ohio
$19K +$2.37K +33 +14%
POIA
462
Pin Oak Investment Advisors
Texas
$18K -$3.31K -46 -15%
RBC
463
Roble Belko & Company
Pennsylvania
$18K
JA
464
JOYN Advisors
Georgia
$18K +$18.3K +254 New
SIS
465
Sound Income Strategies
Florida
$18K +$18.3K +255 New
BL
466
Balentine LLC
Georgia
$17K +$17.3K +240 New
RFM
467
Royal Fund Management
Florida
$15K
TRCT
468
Tower Research Capital (TRC)
New York
$15K +$15.3K +212 New
AOWM
469
Alpha Omega Wealth Management
Virginia
$14K -$3.6K -50 -20%
RWA
470
Ropes Wealth Advisors
Massachusetts
$14K -$1.94K -27 -12%
BRC
471
Bell Rock Capital
Delaware
$14K
OC
472
Oakworth Capital
Alabama
$14K
DWM
473
Destination Wealth Management
California
$14K +$14.4K +200 New
SMFS
474
Squar Milner Financial Services
California
$14K +$14.7K +204 New
JFGIW
475
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K +$1.87K +26 +17%