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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
FPFS
451
First Personal Financial Services
North Carolina
$51K
CIM
452
Contravisory Investment Management
Massachusetts
$51K +$50.2K +637 New
SIC
453
Salem Investment Counselors
North Carolina
$51K +$51.2K +650 New
DWM
454
Destination Wealth Management
California
$49K -$10.3K -131 -18%
BL
455
Balentine LLC
Georgia
$47K +$20.3K +257 +79%
HWA
456
Heritage Wealth Advisors
Virginia
$45K +$42.6K +541 +3,381%
WPA
457
West Paces Advisors
Georgia
$43.3K
SNT
458
Security National Trust
West Virginia
$41K
EFSCE
459
Enterprise Financial Services Corp (EFSC)
Missouri
$41K +$5.99K +76 +17%
LWCFA
460
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K
OIA
461
Optimum Investment Advisors
Illinois
$40K
PB
462
Pinnacle Bancorp
Nebraska
$40K
QAM
463
QCI Asset Management
New York
$39K -$2.68K -34 -7%
FNC
464
First National Corp
Massachusetts
$37K
RWA
465
Ropes Wealth Advisors
Massachusetts
$37K
CB
466
CNB Bank
Pennsylvania
$36K -$7.17K -91 -17%
SWA
467
Sutton Wealth Advisors
Florida
$34.4K
GEA
468
Glen Eagle Advisors
New Jersey
$34.4K
LPC
469
Loeb Partners Corp
New York
$34K -$11.8K -150 -26%
TAIM
470
TD Ameritrade Investment Management
Nebraska
$33K -$2.52K -32 -7%
CIA
471
Cascade Investment Advisors
Oregon
$31.5K
FCA
472
FinTrust Capital Advisors
South Carolina
$30K +$315 +4 +1%
LWM
473
Lenox Wealth Management
Ohio
$29K -$5.99K -76 -18%
WEC
474
Winslow Evans & Crocker
Massachusetts
$28K +$1.58K +20 +6%
GSWM
475
Golden State Wealth Management
California
$28K +$27.6K +350 New

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.