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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
SMFS
501
Squar Milner Financial Services
California
$12K -$15.5K -198 -58%
CTB
502
Country Trust Bank
Illinois
$12K
MCA
503
Mercer Capital Advisers
New Jersey
$12K
POIA
504
Pin Oak Investment Advisors
Texas
$12K +$11K +140 New
1832 Asset Management
505
1832 Asset Management
Ontario, Canada
$11K
CCM
506
Cribstone Capital Management
Maine
$10K -$3.92K -50 -29%
CB
507
Community Bank
New York
$10K
EI
508
Ellevest Inc
New York
$10K +$9.25K +118 New
HS
509
Horan Securities
United States
$9K
ME
510
McIlrath & Eck
Washington
$9K
TIM
511
Tortoise Investment Management
New York
$9K
APC
512
Aspire Private Capital
North Carolina
$9K +$784 +10 +10%
GEA
513
Glen Eagle Advisors
New Jersey
$8.26K -$25.5K -325 -76%
BWA
514
BDO Wealth Advisors
Florida
$8K -$13.3K -170 -63%
GAM
515
Gemmer Asset Management
California
$8K
GSC
516
G&S Capital
Colorado
$8K
OSNBOA
517
Old Second National Bank of Aurora
Illinois
$8K
SMG
518
Spectrum Management Group
Indiana
$8K
THWM
519
Taylor Hoffman Wealth Management
Virginia
$8K
CFA
520
Camarda Financial Advisors
Florida
$7K -$13.9K -177 -69%
PFGIA
521
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$78 -1 -1%
GT
522
Glenmede Trust
Pennsylvania
$6.71K -$95.8K -1,222 -1%
PFSC
523
Peoples Financial Services Corp
Pennsylvania
$6K
TFGT
524
TS Financial Group (TSFG)
Illinois
$6K
W
525
WealthStone
Ohio
$5.16K +$4.94K +63 New