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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
FP
201
Factorial Partners
New York
$1.26M +$121K +1,750 +11%
HDIM
202
Hanson & Doremus Investment Management
Vermont
$1.25M +$99.5K +1,436 +9%
BC
203
Brinker Capital
Pennsylvania
$1.25M +$101K +1,458 +9%
SC
204
Searle & Co
Connecticut
$1.25M
RG
205
Rikoon Group
New Mexico
$1.22M +$2.63K +38 +0.2%
FWM
206
Frontier Wealth Management
Missouri
$1.21M +$19K +274 +2%
TAM
207
Todd Asset Management
Kentucky
$1.17M +$21.3K +307 +2%
HPC
208
Hobart Private Capital
North Carolina
$1.15M -$146K -2,106 -11%
PAM
209
Premier Asset Management
Illinois
$1.15M +$57.1K +825 +5%
NFA
210
Nuveen Fund Advisors
Illinois
$1.09M -$216K -3,117 -17%
CCM
211
Catawba Capital Management
Virginia
$1.09M -$6.23K -90 -0.6%
PA
212
Profund Advisors
Maryland
$1.07M -$862K -12,450 -45%
HK
213
Horizon Kinetics
New York
$1.07M -$20.8K -300 -2%
NGA
214
Naples Global Advisors
Florida
$1.06M +$8.66K +125 +0.8%
SG Americas Securities
215
SG Americas Securities
New York
$1.05M +$1.04M +14,961 New
PSUF
216
People's United Financial
Connecticut
$1.03M +$150K +2,165 +17%
FWM
217
Focused Wealth Management
New York
$1.03M +$106K +1,530 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
218
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.02M -$132K -1,900 -12%
NHC
219
Nicholas Hoffman & Company
Georgia
$1.02M -$6.58K -95 -0.6%
TG
220
TCW Group
California
$983K +$64.1K +925 +7%
HCM
221
Huber Capital Management
California
$962K
PPSG
222
Princeton Portfolio Strategies Group
New Jersey
$961K
ANI
223
American National Insurance
Texas
$921K
CSS
224
Cubist Systematic Strategies
Connecticut
$921K +$666K +9,621 +272%
BCMO
225
Buckingham Capital Management (Ohio)
Ohio
$903K +$18.4K +265 +2%