AZN icon

AstraZeneca
AZN

Overview Fund Activity

502 hedge funds and large institutions have $13.4B invested in AstraZeneca in 2017 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 173 increasing their positions, 109 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+48
Holders Change %
+10.57%
% of All Funds
11.4%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
98
Increased
173
Reduced
109
Closed
46
Calls
$188M
Puts
$129M
Net Calls
+$58.8M
Net Calls Change
+$31.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
2
Primecap Management
Primecap Management
California
+$89.4M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$81.8M
4
EIP
Epoch Investment Partners
New York
+$60.9M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$39.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$113M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$100M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$40.9M
4
CBT
Capital Bank & Trust
California
-$35.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DVM
476
Dreman Value Management
Florida
$6K – – –
CAW
477
Cornerstone Advisors (Washington)
Washington
$6K – – –
1832 Asset Management
478
1832 Asset Management
Ontario, Canada
$5K – – –
TL
479
TrueWealth LLC
Georgia
$5K +$5K +130 New
WC
480
Whitnell & Co
Illinois
$5K +$5K +146 New
EA
481
Edge Advisors
Georgia
$5K +$5K +150 New
SQA
482
Simon Quick Advisors
New Jersey
$5K +$5K +150 New
WA
483
WealthTrust-Arizona
Arizona
$4K – – –
PFGIA
484
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
FGC
485
Financial Gravity Companies
Texas
$4K +$4K +124 New
KTC
486
Kistler-Tiffany Companies
Pennsylvania
$3K -$6.12K -204 -67%
AF
487
Allworth Financial
California
$3K – – –
LWA
488
Lowe Wealth Advisors
Maryland
$3K – – –
AIM
489
Advantage Investment Management
Iowa
$3K – – –
PFA
490
Pathway Financial Advisors
Vermont
$3K +$3K +100 New
GI
491
Gradient Investments
Minnesota
$3K +$3K +100 New
SPI
492
Santori & Peters Inc
Pennsylvania
$3K +$3K +116 New
PK
493
Pflug Koory
Nebraska
$2K – – –
HFM
494
Hartford Financial Management
Connecticut
$2K – – –
LWM
495
Lenox Wealth Management
Ohio
$2K +$2K +49 New
AWM
496
Aevitas Wealth Management
Massachusetts
$2K +$2K +61 New
BWL
497
Bogart Wealth LLC
Virginia
$1K – – –
LF
498
Lee Financial
Texas
$1K – – –
CIM
499
Contravisory Investment Management
Massachusetts
$1K +$1K +19 New
FRA
500
Front Row Advisors
California
$1K +$1K +36 New
18 19
20
21 22