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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
MFT
501
Moisand Fitzgerald Tamayo
Florida
$14K
PCFFS
502
Pacific Center for Financial Services
California
$14K
KTC
503
Kistler-Tiffany Companies
Pennsylvania
$13K
ATC
504
Adirondack Trust Company
New York
$13K +$1.02K +13 +8%
TL
505
TrueWealth LLC
Georgia
$13K +$7.96K +101 +155%
MCA
506
Mercer Capital Advisers
New Jersey
$12K
CTB
507
Country Trust Bank
Illinois
$12K +$3.55K +45 +45%
1832 Asset Management
508
1832 Asset Management
Ontario, Canada
$11K -$1.42K -18 -12%
CWA
509
Clarus Wealth Advisors
Arizona
$11K
OSAM
510
O'Shaughnessy Asset Management
Connecticut
$11K +$10.2K +130 New
HR
511
Howe & Rusling
New York
$11K +$11.2K +142 New
WCM
512
WealthBridge Capital Management
Ohio
$10K -$946 -12 -9%
CB
513
Community Bank
New York
$10K
JIR
514
James Investment Research
Ohio
$10K +$9.85K +125 New
LYV
515
Live Your Vision
Pennsylvania
$10K +$10.4K +132 New
HS
516
Horan Securities
United States
$9K
TIM
517
Tortoise Investment Management
New York
$9K
ME
518
McIlrath & Eck
Washington
$9K +$8.99K +114 New
APC
519
Aspire Private Capital
North Carolina
$8K -$291K -3,690 -97%
THWM
520
Taylor Hoffman Wealth Management
Virginia
$8K -$1.26K -16 -14%
DBT
521
Dubuque Bank & Trust
Iowa
$8K
GAM
522
Gemmer Asset Management
California
$8K
IP
523
Intellectus Partners
California
$8K
OSNBOA
524
Old Second National Bank of Aurora
Illinois
$8K
SMG
525
Spectrum Management Group
Indiana
$8K

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.