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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
SFSIG
476
San Francisco Sentry Investment Group
California
$28K +$27.7K +352 New
SMFS
477
Squar Milner Financial Services
California
$27K
MRCM
478
M&R Capital Management
New Jersey
$26K
Walleye Capital
479
Walleye Capital
New York
$26K +$25.8K +327 New
AIA
480
Alera Investment Advisors
Illinois
$23K -$8.99K -114 -29%
CFG
481
Citizens Financial Group
Rhode Island
$23K +$22.5K +286 New
BCA
482
Berman Capital Advisors
Georgia
$22K -$19.1K -242 -46%
BWA
483
BDO Wealth Advisors
Florida
$22K
H
484
Hexavest
Quebec, Canada
$22K
RBC
485
Roble Belko & Company
Pennsylvania
$21K
PFO
486
Pathstone Family Office
New Jersey
$21K +$20.1K +255 New
CFA
487
Camarda Financial Advisors
Florida
$21K +$20.3K +257 New
PMFA
488
Plante Moran Financial Advisors
Michigan
$20K -$8.91K -113 -32%
VNA
489
Valley National Advisers
Pennsylvania
$18K -$5.99K -76 -26%
RFM
490
Royal Fund Management
Florida
$18K -$867 -11 -5%
M
491
MOTCO
Texas
$17K
TNBTD
492
Trustmark National Bank Trust Department
Mississippi
$17K
EWM
493
Executive Wealth Management
Michigan
$16K -$473 -6 -3%
AOWM
494
Alpha Omega Wealth Management
Virginia
$16K
BRC
495
Bell Rock Capital
Delaware
$16K
OC
496
Oakworth Capital
Alabama
$16K
SIM
497
Sonora Investment Management
Arizona
$16K
SIAS
498
Shine Investment Advisory Services
Colorado
$16K +$15.8K +200 New
AIM
499
Anchor Investment Management
South Carolina
$14.2K
CCM
500
Cribstone Capital Management
Maine
$14K

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.