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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
ATC
476
Adirondack Trust Company
New York
$11K -$2.29K -33 -17%
CHC
477
City Holding Co
West Virginia
$11K
JFGIW
478
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K
APSP
479
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K
JFA
480
JNBA Financial Advisors
Minnesota
$10K
MCA
481
Mercer Capital Advisers
New Jersey
$10K
OIA
482
OneDigital Investment Advisors
Kansas
$10K
TWMP
483
Taylor Wealth Management Partners
Massachusetts
$10K
CB
484
Community Bank
New York
$8K
IDBONY
485
Israel Discount Bank of New York
New York
$8K
PFSC
486
Peoples Financial Services Corp
Pennsylvania
$8K
TIM
487
Tortoise Investment Management
New York
$8K
PGWM
488
Parisi Gray Wealth Management
New Jersey
$7K -$4.09K -59 -38%
MCM
489
Mainstay Capital Management
Michigan
$7K -$69 -1 -0.9%
CTB
490
Country Trust Bank
Illinois
$7K
DBT
491
Dubuque Bank & Trust
Iowa
$7K
GWS
492
Glassman Wealth Services
Virginia
$7K
IP
493
Intellectus Partners
California
$7K
GAM
494
Gemmer Asset Management
California
$7K +$7K +101 New
DVM
495
Dreman Value Management
Florida
$6K
AWM
496
Aevitas Wealth Management
Massachusetts
$6K +$4.16K +60 +194%
CLOS
497
Compagnie Lombard Odier SCmA
Switzerland
$5K -$16.8K -243 -78%
1832 Asset Management
498
1832 Asset Management
Ontario, Canada
$5K
TL
499
TrueWealth LLC
Georgia
$5K
WC
500
Whitnell & Co
Illinois
$5K