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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
TL
526
TrueWealth LLC
Georgia
$5K -$7.92K -101 -61%
SFPIA
527
Stevens First Principles Investment Advisors
California
$5K
AF
528
Allworth Financial
California
$4K
BWM
529
BerganKDV Wealth Management
Minnesota
$4K
DAM
530
Delta Asset Management
Tennessee
$4K
LWA
531
Lowe Wealth Advisors
Maryland
$4K
BWP
532
Baldwin Wealth Partners
Massachusetts
$4K +$4.16K +53 New
LWA
533
Lenox Wealth Advisors
New York
$3K -$4.39K -56 -58%
LWM
534
Liberty Wealth Management
California
$3K -$470 -6 -13%
HFM
535
Hartford Financial Management
Connecticut
$3K
MIM
536
Macroview Investment Management
Maryland
$3K
PWP
537
Personal Wealth Partners
Minnesota
$3K +$2.59K +33 New
SQA
538
Simon Quick Advisors
New Jersey
$2.48K +$2.35K +30 New
FGAM
539
Financial Gravity Asset Management
Texas
$2K -$1.41K -18 -38%
CAGAS
540
Capital Advisory Group Advisory Services
Minnesota
$2K
JFGIW
541
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
FRA
542
Front Row Advisors
California
$2K +$627 +8 +44%
NCM
543
Nelson Capital Management
California
$2K +$1.65K +21 New
FCH
544
Freestone Capital Holdings
Washington
$1.33K +$151K +1,922 +14%
AIC
545
Archer Investment Corporation
Indiana
$1K
YCMGA
546
York Capital Management Global Advisors
New York
-$57.9M -716,564 Closed
SI
547
Sofinnova Investments
California
-$10.6M -130,789 Closed
IM
548
Islet Management
New York
-$10M -123,644 Closed
SC
549
Sculptor Capital
New York
-$9.98M -123,443 Closed
HI
550
HBK Investments
Texas
-$8.48M -104,911 Closed