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AstraZeneca

AZN

Market cap $261B

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: 6 → 7 (+1)

3% more funds holding

Funds holding: 502 → 518 (+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

Holding in Top 10 Change

Holding in Top 10 Change %

+16.67%

% of All Funds

0.16%

New

Increased

166

Reduced

167

Closed

Calls

$171M

Puts

$118M

Net Calls

+$53.4M

Net Calls Change

-$5.35M

Top Buyers

1	Primecap Management Pasadena, California	+$192M
2	Capital World Investors Los Angeles, California	+$87.6M
3	Fidelity Investments Boston, Massachusetts	+$79M
4	Point72 Asset Management Stamford, Connecticut	+$68.6M
5	YCMGA York Capital Management Global Advisors New York	+$56M

Top Sellers

1	Bank of America Charlotte, North Carolina	-$101M
2	Alyeska Investment Group Chicago, Illinois	-$81.8M
3	RG Redmile Group San Francisco, California	-$70.2M
4	Dodge & Cox San Francisco, California	-$69.3M
5	HP Holowesko Partners Nassau, Bahamas	-$50.9M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	1 Wellington Management Group Boston, Massachusetts	$2.15B	+$50.2M	+724,841	+2%
2	2 Dodge & Cox San Francisco, California	$1.91B	-$69.3M	-1,000,400	-4%
3	3 Primecap Management Pasadena, California	$1.8B	+$192M	+2,776,402	+12%
4	4 Bank of America Charlotte, North Carolina	$1.41B	-$101M	-1,453,534	-7%
5	5 T. Rowe Price Associates Baltimore, Maryland	$527M	+$15.1M	+217,977	+3%
6	6 Fidelity Investments Boston, Massachusetts	$524M	+$79M	+1,140,876	+18%
7	7 Fisher Asset Management Camas, Washington	$439M	+$21.7M	+313,414	+5%
8	8 Capital International Investors Los Angeles, California	$330M	-$18.5M	-266,747	-5%
9	EIP 9 Epoch Investment Partners New York	$303M	-$12.2M	-176,177	-4%
10	10 Capital World Investors Los Angeles, California	$245M	+$87.6M	+1,263,980	+56%
11	11 BlackRock New York	$232M	+$8.61M	+124,299	+4%
12	SCCM 12 Schafer Cullen Capital Management New York	$156M	+$2.9M	+41,885	+2%
13	PI 13 Putnam Investments Boston, Massachusetts	$154M	-$96.8K	-1,397	-0.1%
14	14 Federated Hermes Pittsburgh, Pennsylvania	$149M	-$37.2M	-537,621	-20%
15	15 Goldman Sachs New York	$136M	+$27.7M	+399,462	+26%
16	16 Wells Fargo San Francisco, California	$136M	-$14.4M	-207,264	-10%
17	RJA 17 Raymond James & Associates St Petersburg, Florida	$136M	-$14.3M	-206,564	-10%
18	FCM 18 Farallon Capital Management San Francisco, California	$125M	-$6.93M	-100,000	-5%
19	19 Ameriprise Minneapolis, Minnesota	$105M	-$5.83M	-84,114	-5%
20	20 Point72 Asset Management Stamford, Connecticut	$102M	+$68.6M	+990,168	+214%
21	21 Royal Bank of Canada Toronto, Ontario, Canada	$100M	-$2.49M	-35,971	-2%
22	22 UBS Group Zurich, Switzerland	$99.3M	-$2.12M	-30,666	-2%
23	23 Dimensional Fund Advisors Austin, Texas	$92.1M	+$1.1M	+15,895	+1%
24	24 VOYA Investment Management Atlanta, Georgia	$89.8M	-$725K	-10,461	-0.8%
25	25 Morgan Stanley New York	$85.8M	+$547K	+7,894	+0.6%