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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
LPWM
601
Lake Point Wealth Management
Texas
-$201K -2,646 Closed
MOS
602
MGO One Seven
Ohio
-$121K -1,597 Closed
BHWM
603
Bay Harbor Wealth Management
Maryland
-$119K -1,567 Closed
KBC Group
604
KBC Group
Belgium
-$76K -1,000 Closed
OWA
605
Outlook Wealth Advisors
Texas
-$544K -716 Closed
CA
606
Claro Advisors
Massachusetts
-$52K -654 Closed
FPB
607
First PREMIER Bank
South Dakota
-$44K -590 Closed
WANY
608
Wealthspire Advisors (New York)
New York
-$40K -522 Closed
AWMS
609
Advocacy Wealth Management Services
Georgia
-$38K -500 Closed
Schroder Investment Management Group
610
Schroder Investment Management Group
United Kingdom
-$30 -400 Closed
FLI
611
Family Legacy Inc
South Carolina
-$27K -350 Closed
JA
612
JOYN Advisors
Georgia
-$19K -254 Closed
BCM
613
Blume Capital Management
California
-$19K -250 Closed
PH
614
Pinnacle Holdings
Oklahoma
-$19K -250 Closed
PWMG
615
Prestige Wealth Management Group
New Jersey
-$15K -195 Closed
MWA
616
Meridian Wealth Advisors
Texas
-$13K -175 Closed
RWA
617
River Wealth Advisors
Pennsylvania
-$13K -170 Closed
IIM
618
Ipswich Investment Management
Massachusetts
-$12K -157 Closed
TWMP
619
Taylor Wealth Management Partners
Massachusetts
-$11K -150 Closed
BI
620
Bramshill Investments
Florida
-$11K -139 Closed
RA
621
Rational Advisors
New York
-$10K -131 Closed
CC
622
Claybrook Capital
Massachusetts
-$3K -35 Closed
WDL
623
Well Done LLC
Michigan
-$3K -35 Closed
KPW
624
Kore Private Wealth
New York
-$2K -24 Closed
JGIA
625
Jackson Grant Investment Advisers
Connecticut
-$2K -20 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.