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AstraZeneca

530 hedge funds and large institutions have $14B invested in AstraZeneca in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 145 increasing their positions, 197 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $164M | Put options by funds: $57.1M

40% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 43

2% more funds holding

Funds holding: 518530 (+12)

1% more capital invested

Capital invested by funds: $13.9B → $14B (+$140M)

0.41% more ownership

Funds ownership: 15.68%16.09% (+0.41%)

26% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 197

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
530
Holders Change
+12
Holders Change %
+2.32%
% of All Funds
12.13%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
60
Increased
145
Reduced
197
Closed
43
Calls
$164M
Puts
$57.1M
Net Calls
+$107M
Net Calls Change
+$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CTB
501
Country Trust Bank
Illinois
$7K
GAM
502
Gemmer Asset Management
California
$7K
GWS
503
Glassman Wealth Services
Virginia
$7K
IP
504
Intellectus Partners
California
$7K
CCM
505
Covington Capital Management
California
$7K +$7.19K +100 New
SMG
506
Spectrum Management Group
Indiana
$7K +$7.19K +100 New
CHC
507
City Holding Co
West Virginia
$6K -$5.4K -75 -46%
PGWM
508
Parisi Gray Wealth Management
New Jersey
$6K -$1.15K -16 -17%
AWM
509
Aevitas Wealth Management
Massachusetts
$6K
EA
510
Edge Advisors
Georgia
$6K +$6.69K +93 New
CLOS
511
Compagnie Lombard Odier SCmA
Switzerland
$5K
MWM
512
MinichMacGregor Wealth Management
New York
$5K
TL
513
TrueWealth LLC
Georgia
$5K
WC
514
Whitnell & Co
Illinois
$5K
AF
515
Allworth Financial
California
$4K
DAM
516
Delta Asset Management
Tennessee
$4K
LWA
517
Lowe Wealth Advisors
Maryland
$4K
PFA
518
Pathway Financial Advisors
Vermont
$4K
WA
519
WealthTrust-Arizona
Arizona
$4K
CWM
520
Cedar Wealth Management
California
$4K +$4.17K +58 New
SFPIA
521
Stevens First Principles Investment Advisors
California
$4K +$4.53K +63 New
FGAM
522
Financial Gravity Asset Management
Texas
$3K -$216 -3 -8%
IAS
523
INR Advisory Services
Pennsylvania
$3K +$3.38K +47 New
HFM
524
Hartford Financial Management
Connecticut
$2K
PK
525
Pflug Koory
Nebraska
$2K