AZN icon

AstraZeneca
AZN

Overview Fund Activity

545 hedge funds and large institutions have $19B invested in AstraZeneca in 2019 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 185 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-12
Holders Change %
-2.15%
% of All Funds
11.86%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
55
Increased
185
Reduced
196
Closed
58
Calls
$134M
Puts
$107M
Net Calls
+$26.6M
Net Calls Change
+$36.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$222M
2
Invesco
Invesco
Georgia
+$149M
3
MWNA
Marshall Wace North America
New York
+$120M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$108M
5
Primecap Management
Primecap Management
California
+$70.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$500M
2
Jennison Associates
Jennison Associates
New York
-$395M
3
Morgan Stanley
Morgan Stanley
New York
-$206M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$128M
5
YCMGA
York Capital Management Global Advisors
New York
-$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
476
Berman Capital Advisors
Georgia
$28K +$5.2K +127 +23%
MF
477
Manchester Financial
California
$25K +$25K +600 New
H
478
Hexavest
Quebec, Canada
$22K – – –
PFO
479
Pathstone Family Office
New Jersey
$21K – – –
RBC
480
Roble Belko & Company
Pennsylvania
$21K – – –
NCM
481
Next Capital Management
New York
$21K +$21K +506 New
PH
482
Pinnacle Holdings
Oklahoma
$20.6K +$20.6K +500 New
PMFA
483
Plante Moran Financial Advisors
Michigan
$20K – – –
EIP
484
Ellis Investment Partners
Pennsylvania
$20K +$20K +486 New
RFM
485
Royal Fund Management
Florida
$18K – – –
VNA
486
Valley National Advisers
Pennsylvania
$18K – – –
FCA
487
FinTrust Capital Advisors
South Carolina
$17K -$13.2K -320 -44%
SIM
488
Sonora Investment Management
Arizona
$17K – – –
EWM
489
Executive Wealth Management
Michigan
$17K – – –
AOWM
490
Alpha Omega Wealth Management
Virginia
$17K – – –
BRC
491
Bell Rock Capital
Delaware
$16K – – –
BCI
492
Brinker Capital Investments
Pennsylvania
$16K +$16K +376 New
SCA
493
Stonebridge Capital Advisors
Minnesota
$16K +$16K +391 New
AIM
494
Anchor Investment Management
South Carolina
$14.5K – – –
MFT
495
Moisand Fitzgerald Tamayo
Florida
$14K – – –
PCFFS
496
Pacific Center for Financial Services
California
$14K – – –
ATC
497
Adirondack Trust Company
New York
$14K – – –
KTC
498
Kistler-Tiffany Companies
Pennsylvania
$14K – – –
RWA
499
Redhawk Wealth Advisors
Minnesota
$13K +$13K +315 New
SMFS
500
Squar Milner Financial Services
California
$12K -$16.4K -396 -58%
18 19
20
21 22