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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
Cerity Partners
201
Cerity Partners
New York
$1.49M +$119K +1,504 +9%
Connor, Clark & Lunn Investment Management (CC&L)
202
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.48M -$1.58M -20,000 -52%
GWMIA
203
Global Wealth Management Investment Advisory
Florida
$1.48M -$82.5K -1,047 -5%
FBT
204
First Bankers Trust
Kentucky
$1.45M -$1.58M -20,013 -53%
SC
205
Searle & Co
Connecticut
$1.43M
SSG
206
Summit Securities Group
New York
$1.41M +$627K +7,950 +84%
FWM
207
Frontier Wealth Management
Missouri
$1.41M -$44.9K -570 -3%
TYCC
208
Texas Yale Capital Corp
Florida
$1.39M +$678K +8,607 +100%
TAM
209
Todd Asset Management
Kentucky
$1.33M -$15.5K -197 -1%
HDIM
210
Hanson & Doremus Investment Management
Vermont
$1.3M +$3.71K +47 +0.3%
TF
211
TIAA FSB
Florida
$1.3M -$10.6M -133,895 -89%
RJT
212
Raymond James Trust
Florida
$1.3M -$657K -8,331 -34%
RFC
213
Regions Financial Corp
Alabama
$1.27M +$154K +1,957 +14%
NGA
214
Naples Global Advisors
Florida
$1.26M -$30.3K -385 -2%
BC
215
Brinker Capital
Pennsylvania
$1.25M +$31.4K +399 +3%
HPCM
216
High Pointe Capital Management
Illinois
$1.2M -$84.3K -1,070 -7%
DWM
217
Doyle Wealth Management
Florida
$1.2M +$91.2K +1,157 +8%
UCFA
218
United Capital Financial Advisors
Texas
$1.15M -$78.1K -991 -7%
FCH
219
Freestone Capital Holdings
Washington
$1.15M +$484K +6,144 +76%
MNBTD
220
Moody National Bank Trust Division
Texas
$1.15M -$552 -7 -0%
GI
221
Gradient Investments
Minnesota
$1.14M +$1.1M +13,960 +11,633%
OC
222
Oppenheimer & Co
New York
$1.13M +$17.6K +223 +2%
RG
223
Rikoon Group
New Mexico
$1.12M -$69.7K -884 -6%
PAG
224
Private Advisor Group
New Jersey
$1.1M +$249K +3,161 +30%
PA
225
Pinnacle Associates
New York
$1.08M +$595K +7,553 +131%

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.