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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
HPC
576
Hobart Private Capital
North Carolina
-$634K -8,352 Closed
Simplex Trading
577
Simplex Trading
Illinois
-$640K -8,118 Closed
WI
578
WrapManager Inc
California
-$597K -7,857 Closed
SGCA
579
Steel Grove Capital Advisors
Tennessee
-$575K -7,572 Closed
VCA
580
Verdence Capital Advisors
Maryland
-$561K -7,382 Closed
ER
581
Enlightenment Research
Florida
-$524K -6,900 Closed
SW
582
SlateStone Wealth
Florida
-$494K -6,500 Closed
ATC
583
Argent Trust Co
Tennessee
-$470K -6,189 Closed
Squarepoint
584
Squarepoint
New York
-$439K -5,777 Closed
Wolverine Trading
585
Wolverine Trading
Illinois
-$359K -4,755 Closed
CG
586
Cutler Group
California
-$345K -4,544 Closed
BCM
587
Bluefin Capital Management
New York
-$338K -4,450 Closed
VWM
588
Venturi Wealth Management
Texas
-$325K -4,237 Closed
IFWM
589
Institute for Wealth Management
Colorado
-$321K -4,234 Closed
BCM
590
BlueCrest Capital Management
Jersey
-$317K -4,178 Closed
BA
591
Bristol Advisors
Pennsylvania
-$311K -4,100 Closed
ECM
592
Evergreen Capital Management
Washington
-$271K -3,570 Closed
ACM
593
Ativo Capital Management
Illinois
-$263K -3,460 Closed
CA
594
Calton & Associates
Florida
-$260K -3,423 Closed
DP
595
Dearborn Partners
Illinois
-$237K -3,116 Closed
TSS
596
Two Sigma Securities
New York
-$242K -3,066 Closed
SC
597
Saturna Capital
Washington
-$228K -3,000 Closed
GHAM
598
Gilman Hill Asset Management
Connecticut
-$222K -2,925 Closed
HF
599
HRT Financial
New York
-$207K -2,734 Closed
UCMOK
600
United Capital Management of KS
Kansas
-$202K -2,653 Closed

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.