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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
LWA
526
Lenox Wealth Advisors
New York
$8K +$4.41K +56 +140%
GSC
527
G&S Capital
Colorado
$8K +$7.65K +97 New
PFGIA
528
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$6.7K +85 New
GT
529
Glenmede Trust
Pennsylvania
$6.67K -$386K -4,898 -6%
PFSC
530
Peoples Financial Services Corp
Pennsylvania
$6K -$3K -38 -34%
PGWM
531
Parisi Gray Wealth Management
New Jersey
$6K
TFGT
532
TS Financial Group (TSFG)
Illinois
$6K +$5.6K +71 New
BBHC
533
Brown Brothers Harriman & Co
New York
$5K -$4.41K -56 -47%
SFPIA
534
Stevens First Principles Investment Advisors
California
$5K
RTC
535
Riverview Trust Company
Washington
$5K +$4.41K +56 New
BAMG
536
Brand Asset Management Group
Missouri
$5K +$4.49K +57 New
SWP
537
Strategic Wealth Partners
Ohio
$5K +$4.65K +59 New
SFA
538
Semmax Financial Advisors
North Carolina
$4K -$578K -7,329 -99%
ESB
539
Essex Savings Bank
Connecticut
$4K -$2.21K -28 -36%
AF
540
Allworth Financial
California
$4K
BWM
541
BerganKDV Wealth Management
Minnesota
$4K
DAM
542
Delta Asset Management
Tennessee
$4K
LWA
543
Lowe Wealth Advisors
Maryland
$4K
FGAM
544
Financial Gravity Asset Management
Texas
$4K +$3.71K +47 New
AIC
545
Ameritas Investment Company
Nebraska
$3K -$120K -1,526 -98%
BC
546
Bartlett & Co
Ohio
$3K -$60.5K -767 -96%
LWM
547
Liberty Wealth Management
California
$3K -$15.2K -193 -81%
HFM
548
Hartford Financial Management
Connecticut
$3K
IDBONY
549
Israel Discount Bank of New York
New York
$3K
MIM
550
Macroview Investment Management
Maryland
$3K

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.