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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
TSS
176
Two Sigma Securities
New York
$1.67M +$1.66M +23,923 New
Geode Capital Management
177
Geode Capital Management
Massachusetts
$1.66M +$188K +2,712 +13%
CS
178
Credit Suisse
Switzerland
$1.64M +$482K +6,956 +42%
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$1.64M +$310K +4,474 +24%
BG
180
Bollard Group
Massachusetts
$1.6M +$41.1K +594 +3%
CA
181
Commerzbank Aktiengesellschaft
Germany
$1.53M
WI
182
WrapManager Inc
California
$1.51M -$207K -2,988 -12%
QSS
183
Quantitative Systematic Strategies
Florida
$1.49M -$276K -3,981 -16%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$1.47M -$245K -3,530 -14%
Jane Street
185
Jane Street
New York
$1.47M +$856K +12,364 +144%
1WA
186
180 Wealth Advisors
Washington
$1.41M -$189K -2,729 -12%
HCMT
187
Highland Capital Management (Texas)
Texas
$1.4M +$1.39M +20,000 New
LNWWM
188
Laird Norton Wetherby Wealth Management
California
$1.39M +$70.2K +1,013 +5%
YMRC
189
Yorktown Management & Research Company
Virginia
$1.36M +$997K +14,400 +288%
VFA
190
Voya Financial Advisors
Connecticut
$1.35M +$33.9K +489 +3%
BCP
191
Berkeley Capital Partners
Georgia
$1.34M -$270K -3,896 -17%
SSG
192
Summit Securities Group
New York
$1.34M +$1.33M +19,200 New
HH
193
Hilltop Holdings
Texas
$1.32M +$21.7K +313 +2%
WP
194
WealthPLAN Partners
Nebraska
$1.32M +$1.31M +18,891 New
CBB
195
Citizens Business Bank
California
$1.31M +$34.6K +500 +3%
DDC
196
Daniel Devine & Co
Florida
$1.31M
VCA
197
Verdence Capital Advisors
Maryland
$1.29M -$60.5K -874 -5%
Creative Planning
198
Creative Planning
Kansas
$1.28M +$6.1K +88 +0.5%
AI
199
Atria Investments
North Carolina
$1.28M +$107K +1,541 +9%
OC
200
Oppenheimer & Co
New York
$1.27M +$237K +3,428 +23%