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AstraZeneca

454 hedge funds and large institutions have $12.7B invested in AstraZeneca in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 123 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 123

20% more call options, than puts

Call options by funds: $165M | Put options by funds: $138M

3% more capital invested

Capital invested by funds: $12.3B → $12.7B (+$430M)

0.57% more ownership

Funds ownership: 14.25%14.82% (+0.57%)

2% less funds holding

Funds holding: 465454 (-11)

11% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 54

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
454
Holders Change
-11
Holders Change %
-2.37%
% of All Funds
11.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
48
Increased
171
Reduced
123
Closed
54
Calls
$165M
Puts
$138M
Net Calls
+$27M
Net Calls Change
-$291M
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
151
First Bankers Trust
Kentucky
$1.68M -$17.4K -275 -1%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$1.66M -$55.6K -880 -3%
JMPWA
153
JP Morgan Private Wealth Advisors
California
$1.66M -$437K -6,925 -22%
FBT
154
First Bank & Trust
South Dakota
$1.58M +$101K +1,597 +7%
HSBC Holdings
155
HSBC Holdings
United Kingdom
$1.57M +$365K +5,778 +33%
AIA
156
Avalon Investment & Advisory
Texas
$1.54M +$280K +4,430 +24%
BG
157
Bollard Group
Massachusetts
$1.51M +$18.6K +294 +1%
CA
158
Commerzbank Aktiengesellschaft
Germany
$1.48M
NFA
159
Nuveen Fund Advisors
Illinois
$1.46M -$161K -2,548 -11%
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$1.46M -$3.66K -58 -0.3%
FB
161
Fulton Bank
Pennsylvania
$1.45M +$208K +3,299 +18%
BCP
162
Berkeley Capital Partners
Georgia
$1.44M +$243K +3,851 +22%
Geode Capital Management
163
Geode Capital Management
Massachusetts
$1.36M +$219K +3,466 +21%
PAG
164
Private Advisor Group
New Jersey
$1.35M +$217K +3,434 +21%
ZB
165
Zions Bancorporation
Utah
$1.32M +$1.18M +18,737 +2,719%
DDC
166
Daniel Devine & Co
Florida
$1.27M
SC
167
Searle & Co
Connecticut
$1.25M
Creative Planning
168
Creative Planning
Kansas
$1.24M -$252K -3,985 -18%
MWNA
169
Marshall Wace North America
New York
$1.22M -$9.09M -143,876 -89%
LNWWM
170
Laird Norton Wetherby Wealth Management
California
$1.22M +$22.2K +351 +2%
RG
171
Rikoon Group
New Mexico
$1.2M -$8.85K -140 -0.8%
CS
172
Candriam SCA
Luxembourg
$1.18M -$25.4K -402 -2%
FWM
173
Frontier Wealth Management
Missouri
$1.17M
LTFS
174
Ladenburg Thalmann Financial Services
Florida
$1.15M +$91.5K +1,448 +9%
VIA
175
Vident Investment Advisory
Georgia
$1.15M +$32.5K +515 +3%