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AstraZeneca

518 hedge funds and large institutions have $13.9B invested in AstraZeneca in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 166 increasing their positions, 167 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

45% more call options, than puts

Call options by funds: $171M | Put options by funds: $118M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more funds holding

Funds holding: 502518 (+16)

4% more capital invested

Capital invested by funds: $13.4B → $13.9B (+$525M)

0.47% more ownership

Funds ownership: 15.21%15.68% (+0.47%)

1% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 167

Holders
518
Holders Change
+16
Holders Change %
+3.19%
% of All Funds
11.87%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
59
Increased
166
Reduced
167
Closed
40
Calls
$171M
Puts
$118M
Net Calls
+$53.4M
Net Calls Change
-$5.35M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
126
CIBC Asset Management
Ontario, Canada
$3.81M -$953K -13,752 -20%
LSV Asset Management
127
LSV Asset Management
Illinois
$3.75M
BC
128
Burney Company
Virginia
$3.69M -$160K -2,303 -4%
BFM
129
Boston Financial Management
Massachusetts
$3.6M -$408K -5,885 -10%
GCAC
130
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.56M -$195K -2,820 -5%
ACM
131
Azimuth Capital Management
Michigan
$3.56M -$346K -5,000 -9%
WAM
132
World Asset Management
Michigan
$3.52M -$1.47M -21,184 -30%
BOH
133
Bank of Hawaii
Hawaii
$3.45M +$30.5K +440 +0.9%
CA
134
Continental Advisors
Utah
$3.44M
CGH
135
Crossmark Global Holdings
Texas
$3.38M -$880K -12,701 -21%
Allianz Asset Management
136
Allianz Asset Management
Germany
$3.21M -$159K -2,290 -5%
FA
137
FDx Advisors
Illinois
$3.16M -$2.29M -33,040 -42%
SFI
138
Susquehanna Fundamental Investments
Pennsylvania
$3.04M +$3.01M +43,500 New
CIBC World Market
139
CIBC World Market
Ontario, Canada
$3.02M +$1.73M +25,012 +138%
AAM
140
Advisors Asset Management
Colorado
$2.96M -$128K -1,841 -4%
Simplex Trading
141
Simplex Trading
Illinois
$2.88M +$2.85M +41,132 New
KeyBank National Association
142
KeyBank National Association
Ohio
$2.83M -$39.1K -565 -1%
AllianceBernstein
143
AllianceBernstein
Tennessee
$2.63M +$2.6M +37,536 New
PRS
144
Pinkerton Retirement Specialists
Idaho
$2.57M -$270K -3,892 -10%
ACS
145
Archford Capital Strategies
Illinois
$2.56M +$1.63M +23,488 +175%
FB
146
Fulton Bank
Pennsylvania
$2.52M -$262K -3,783 -9%
JG
147
Jefferies Group
New York
$2.46M -$459K -6,632 -16%
US Bancorp
148
US Bancorp
Minnesota
$2.46M +$196K +2,825 +9%
ACM
149
Arlington Capital Management
Illinois
$2.43M +$2.4M +34,690 New
MML Investors Services
150
MML Investors Services
Massachusetts
$2.41M -$394K -5,695 -14%