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AstraZeneca

546 hedge funds and large institutions have $19B invested in AstraZeneca in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 186 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $134M | Put options by funds: $107M

2% less capital invested

Capital invested by funds: $19.3B → $19B (-$316M)

5% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 196

7% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 58

1.3% less ownership

Funds ownership: 18.83%17.53% (-1.3%)

2% less funds holding

Funds holding: 559546 (-13)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
546
Holders Change
-13
Holders Change %
-2.33%
% 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
54
Increased
186
Reduced
196
Closed
58
Calls
$134M
Puts
$107M
Net Calls
+$26.6M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
476
M&R Capital Management
New Jersey
$28K
BCA
477
Berman Capital Advisors
Georgia
$28K +$4.94K +63 +23%
MF
478
Manchester Financial
California
$25K +$23.5K +300 New
H
479
Hexavest
Quebec, Canada
$22K
PFO
480
Pathstone Family Office
New Jersey
$21K
RBC
481
Roble Belko & Company
Pennsylvania
$21K
NCM
482
Next Capital Management
New York
$21K +$19.8K +253 New
PH
483
Pinnacle Holdings
Oklahoma
$20.6K +$19.6K +250 New
PMFA
484
Plante Moran Financial Advisors
Michigan
$20K
EIP
485
Ellis Investment Partners
Pennsylvania
$20K +$19.1K +243 New
RFM
486
Royal Fund Management
Florida
$18K
VNA
487
Valley National Advisers
Pennsylvania
$18K
FCA
488
FinTrust Capital Advisors
South Carolina
$17K -$12.5K -160 -44%
AOWM
489
Alpha Omega Wealth Management
Virginia
$17K
EWM
490
Executive Wealth Management
Michigan
$17K
SIM
491
Sonora Investment Management
Arizona
$17K
BRC
492
Bell Rock Capital
Delaware
$16K
BCI
493
Brinker Capital Investments
Pennsylvania
$16K +$14.7K +188 New
SCA
494
Stonebridge Capital Advisors
Minnesota
$16K +$15.4K +196 New
AIM
495
Anchor Investment Management
South Carolina
$14.5K
ATC
496
Adirondack Trust Company
New York
$14K
KTC
497
Kistler-Tiffany Companies
Pennsylvania
$14K
MFT
498
Moisand Fitzgerald Tamayo
Florida
$14K
PCFFS
499
Pacific Center for Financial Services
California
$14K
RWA
500
Redhawk Wealth Advisors
Minnesota
$13K +$12.4K +158 New