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AstraZeneca
AZN

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: 6 → 7 (+1)

3% more funds holding

Funds holding: 502 → 518 (+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

Top Buyers

1
Primecap Management
Primecap Management
California
+$192M
2
Capital World Investors
Capital World Investors
California
+$87.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$79M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$68.6M
5
YCMGA
York Capital Management Global Advisors
New York
+$56M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$101M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$81.8M
3
RG
Redmile Group
California
-$70.2M
4
Dodge & Cox
Dodge & Cox
California
-$69.3M
5
HP
Holowesko Partners
Bahamas
-$50.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
501
D'Orazio & Associates
Virginia
$5K +$4.71K +68 New
MWM
502
MinichMacGregor Wealth Management
New York
$5K +$5.2K +75 New
PFGIA
503
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
WA
504
WealthTrust-Arizona
Arizona
$4K – – –
FGC
505
Financial Gravity Companies
Texas
$3K -$1.73K -25 -40%
AF
506
Allworth Financial
California
$3K – – –
KTC
507
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
LWA
508
Lowe Wealth Advisors
Maryland
$3K – – –
PFA
509
Pathway Financial Advisors
Vermont
$3K – – –
FGAM
510
Financial Gravity Asset Management
Texas
$3K +$2.56K +37 New
ACM
511
Aviance Capital Management
Florida
$3K +$2.84K +41 New
DAM
512
Delta Asset Management
Tennessee
$3K +$3.46K +50 New
HFM
513
Hartford Financial Management
Connecticut
$2K – – –
PK
514
Pflug Koory
Nebraska
$2K – – –
BWL
515
Bogart Wealth LLC
Virginia
$1K – – –
FRA
516
Front Row Advisors
California
$1K – – –
CAL
517
Capital Analysts LLC
Pennsylvania
$1K +$623 +9 New
Alyeska Investment Group
518
Alyeska Investment Group
Illinois
– -$81.8M -1,178,615 Closed
RG
519
Redmile Group
California
– -$70.2M -1,010,800 Closed
HAI
520
Hennessy Advisors Inc
California
– -$6.16M -88,800 Closed
DG
521
Delek Group
Israel
– -$4.45M -64,250 Closed
OPPM
522
Opus Point Partners Management
New York
– -$4.16M -60,000 Closed
OLA
523
Oliver Luxxe Assets
New Jersey
– -$3.85M -55,430 Closed
OSAM
524
O'Shaughnessy Asset Management
Connecticut
– -$1.69M -24,373 Closed
Group One Trading
525
Group One Trading
Illinois
– -$921K -13,292 Closed
19 20
21
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