We are live on ! Find out more
AZN icon

AstraZeneca

544 hedge funds and large institutions have $17.3B invested in AstraZeneca in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 151 increasing their positions, 197 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $225M | Put options by funds: $73.5M

38% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 47

23% more capital invested

Capital invested by funds: $14B → $17.3B (+$3.3B)

3% more funds holding

Funds holding: 530544 (+14)

1.19% more ownership

Funds ownership: 16.09%17.28% (+1.2%)

23% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 197

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
544
Holders Change
+14
Holders Change %
+2.64%
% of All Funds
12.44%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
65
Increased
151
Reduced
197
Closed
47
Calls
$225M
Puts
$73.5M
Net Calls
+$152M
Net Calls Change
+$45M
Name Holding Trade Value Shares
Change
Change in
Stake
BRC
476
Bell Rock Capital
Delaware
$16K
OC
477
Oakworth Capital
Alabama
$16K
JFA
478
JNBA Financial Advisors
Minnesota
$16K +$3.78K +50 +33%
SIM
479
Sonora Investment Management
Arizona
$16K +$15.1K +200 New
TNBTD
480
Trustmark National Bank Trust Department
Mississippi
$16K +$15.5K +205 New
GI
481
Gradient Investments
Minnesota
$15K -$11.2K -148 -43%
CAG
482
Csenge Advisory Group
Florida
$15K +$14.2K +188 New
CCM
483
Cribstone Capital Management
Maine
$14K
MFT
484
Moisand Fitzgerald Tamayo
Florida
$14K
PCFFS
485
Pacific Center for Financial Services
California
$14K
BI
486
Bramshill Investments
Florida
$14K +$13.5K +178 New
AIM
487
Anchor Investment Management
South Carolina
$13.9K
ATC
488
Adirondack Trust Company
New York
$13K
CPIG
489
Chicago Partners Investment Group
Illinois
$13K
KTC
490
Kistler-Tiffany Companies
Pennsylvania
$13K
RWA
491
River Wealth Advisors
Pennsylvania
$13K
SWMG
492
Signature Wealth Management Group
Georgia
$13K
GP
493
Girard Partners
Pennsylvania
$13K +$12.9K +170 New
POIA
494
Pin Oak Investment Advisors
Texas
$12K -$7.71K -102 -40%
MCA
495
Mercer Capital Advisers
New Jersey
$12K
TWMP
496
Taylor Wealth Management Partners
Massachusetts
$12K
CWA
497
Clarus Wealth Advisors
Arizona
$11K -$3.86K -51 -27%
1832 Asset Management
498
1832 Asset Management
Ontario, Canada
$10K
GWS
499
Glassman Wealth Services
Virginia
$10K +$2.04K +27 +28%
JFGIW
500
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K -$4.69K -62 -34%

AZN Hedge Fund Activity: Q3 2018 in Review

544 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q3 2018, worth a combined $17.3B — up 23% from $14B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AZN positions and 47 closed out — a net gain of 18 holders — while 151 added to existing stakes and 197 trimmed.

The largest buyer was Jennison Associates, adding an estimated $774M. The largest seller was Bank of America, cutting an estimated $123M.

  • 544 institutional investors held AstraZeneca (AZN) as of Q3 2018, up from 530 in Q2 2018.
  • Funds reported $17.3B of AstraZeneca stock for Q3 2018, up 23% quarter-over-quarter.
  • 65 funds opened new AstraZeneca positions in Q3 2018 and 47 closed out, a net change of +18 holders.
  • The largest AstraZeneca buyer in Q3 2018 was Jennison Associates, an estimated $774M added.
  • The largest AstraZeneca seller in Q3 2018 was Bank of America, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2018.