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AstraZeneca
AZN

Overview Fund Activity

545 hedge funds and large institutions have $19B invested in AstraZeneca in 2019 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 185 increasing their positions, 196 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-12
Holders Change %
-2.15%
% 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
55
Increased
185
Reduced
196
Closed
58
Calls
$134M
Puts
$107M
Net Calls
+$26.6M
Net Calls Change
+$36.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$222M
2
Invesco
Invesco
Georgia
+$149M
3
MWNA
Marshall Wace North America
New York
+$120M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$108M
5
Primecap Management
Primecap Management
California
+$70.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$500M
2
Jennison Associates
Jennison Associates
New York
-$395M
3
Morgan Stanley
Morgan Stanley
New York
-$206M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$128M
5
YCMGA
York Capital Management Global Advisors
New York
-$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPIA
526
Stevens First Principles Investment Advisors
California
$5K – – –
BWM
527
BerganKDV Wealth Management
Minnesota
$4K – – –
DAM
528
Delta Asset Management
Tennessee
$4K – – –
AF
529
Allworth Financial
California
$4K – – –
LWA
530
Lowe Wealth Advisors
Maryland
$4K – – –
BWP
531
Baldwin Wealth Partners
Massachusetts
$4K +$4K +105 New
LWA
532
Lenox Wealth Advisors
New York
$3K -$4.16K -111 -58%
LWM
533
Liberty Wealth Management
California
$3K -$506 -13 -14%
MIM
534
Macroview Investment Management
Maryland
$3K – – –
HFM
535
Hartford Financial Management
Connecticut
$3K – – –
PWP
536
Personal Wealth Partners
Minnesota
$3K +$3K +66 New
SQA
537
Simon Quick Advisors
New Jersey
$2.48K +$2.48K +60 New
FGAM
538
Financial Gravity Asset Management
Texas
$2K -$1.3K -37 -39%
CAGAS
539
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
JFGIW
540
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
FRA
541
Front Row Advisors
California
$2K +$615 +16 +44%
NCM
542
Nelson Capital Management
California
$2K +$2K +42 New
FCH
543
Freestone Capital Holdings
Washington
$1.33K +$159 +3,844 +14%
AIC
544
Archer Investment Corporation
Indiana
$1K – – –
YCMGA
545
York Capital Management Global Advisors
New York
– -$57.9M -1,433,127 Closed
SI
546
Sofinnova Investments
California
– -$10.6M -261,577 Closed
IM
547
Islet Management
New York
– -$10M -247,287 Closed
SC
548
Sculptor Capital
New York
– -$9.98M -246,886 Closed
HI
549
HBK Investments
Texas
– -$8.48M -209,822 Closed
BPGAM
550
BTG Pactual Global Asset Management
Bermuda
– -$6.07M -150,000 Closed
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