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AstraZeneca

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: 67 (+1)

3% more funds holding

Funds holding: 502518 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HI
526
HBK Investments
Texas
-$812K -11,700 Closed
CS
527
Candriam SCA
Luxembourg
-$736K -10,600 Closed
LJAC
528
L.J. Altfest & Co
New York
-$678K -9,766 Closed
TW
529
Transform Wealth
Colorado
-$619K -8,921 Closed
TRCT
530
Tower Research Capital (TRC)
New York
-$364K -5,249 Closed
VF
531
Virtu Financial
New York
-$246K -3,542 Closed
N
532
Nuveen
North Carolina
-$245K -3,534 Closed
CB
533
Cadence Bank
Mississippi
-$215K -3,102 Closed
CAM
534
Cypress Asset Management
Texas
-$214K -3,088 Closed
IAA
535
Independent Advisor Alliance
North Carolina
-$219K -3,081 Closed
CCT
536
Country Club Trust
Missouri
-$206K -2,960 Closed
CYG
537
Clean Yield Group
Vermont
-$205K -2,950 Closed
CA
538
Calton & Associates
Florida
-$181K -2,513 Closed
DCM
539
Delpha Capital Management
New York
-$152K -2,186 Closed
OWA
540
One Wealth Advisors
California
-$62K -893 Closed
BL
541
Balentine LLC
Georgia
-$52K -744 Closed
PWM
542
Paulson Wealth Management
Illinois
-$39K -558 Closed
KJWM
543
Kiley Juergens Wealth Management
Washington
-$30K -438 Closed
WA
544
Winfield Associates
Ohio
-$28K -395 Closed
TVWM
545
Tower View Wealth Management
Wisconsin
-$26K -375 Closed
RE
546
RBC Europe
United Kingdom
-$20.8K -300 Closed
VCM
547
Versant Capital Management
Arizona
-$19K -283 Closed
SP
548
SWS Partners
Ohio
-$15K -214 Closed
RPC
549
Rossmore Private Capital
Connecticut
-$14.2K -205 Closed
AFNAS
550
American Financial Network Advisory Services
California
-$9K -125 Closed