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AstraZeneca

668 hedge funds and large institutions have $22.7B invested in AstraZeneca in 2020 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 215 increasing their positions, 209 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $349M | Put options by funds: $128M

135% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 49

15% more capital invested

Capital invested by funds: $19.8B → $22.7B (+$2.88B)

11% more funds holding

Funds holding: 603668 (+65)

3% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 209

0.54% less ownership

Funds ownership: 16.85%16.31% (-0.54%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
668
Holders Change
+65
Holders Change %
+10.78%
% of All Funds
13.7%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.23%
New
115
Increased
215
Reduced
209
Closed
49
Calls
$349M
Puts
$128M
Net Calls
+$221M
Net Calls Change
+$223M
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
226
First Bankers Trust
Kentucky
$1.48M -$14.3K -138 -1%
HPCM
227
High Pointe Capital Management
Illinois
$1.47M -$115K -1,110 -7%
DC
228
Diametric Capital
Massachusetts
$1.47M +$1.43M +13,877 New
SS
229
Simplicity Solutions
Minnesota
$1.46M +$63.6K +616 +5%
PI
230
PEAK6 Investments
Illinois
$1.46M +$1.25M +12,126 +742%
FWM
231
Frontier Wealth Management
Missouri
$1.45M +$10.5K +102 +0.8%
GT
232
Greenleaf Trust
Michigan
$1.43M +$81.2K +786 +6%
KIA
233
KCM Investment Advisors
California
$1.43M +$686K +6,640 +96%
VIA
234
Vident Investment Advisory
Georgia
$1.42M -$211K -2,045 -13%
MYIA
235
Mount Yale Investment Advisors
Colorado
$1.42M -$347K -3,361 -20%
GC
236
Guggenheim Capital
Illinois
$1.42M +$269K +2,606 +24%
IA
237
Icon Advisers
Colorado
$1.41M +$1.38M +13,350 New
RJT
238
Raymond James Trust
Florida
$1.41M -$9.5K -92 -0.7%
MIP
239
Marietta Investment Partners
Wisconsin
$1.4M +$886K +8,583 +185%
HDIM
240
Hanson & Doremus Investment Management
Vermont
$1.37M -$55.7K -539 -4%
NHC
241
Nicholas Hoffman & Company
Georgia
$1.37M +$8.47K +82 +0.6%
PA
242
Pinnacle Associates
New York
$1.37M -$652K -6,313 -33%
RG
243
Rikoon Group
New Mexico
$1.35M -$46.5K -450 -3%
LA
244
LVW Advisors
New York
$1.32M +$123K +1,193 +11%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$1.31M +$194K +1,875 +18%
ISL
246
Ingalls & Snyder LLC
New York
$1.3M -$111K -1,070 -8%
SVWAG
247
Sound View Wealth Advisors Group
Georgia
$1.29M -$61.7K -597 -5%
CQS
248
Credential Qtrade Securities
$1.29M +$30.6K +296 +2%
SPIA
249
Steward Partners Investment Advisory
New York
$1.28M +$53.7K +520 +4%
ANI
250
American National Insurance
Texas
$1.26M

AZN Hedge Fund Activity: Q2 2020 in Review

668 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q2 2020, worth a combined $22.7B — up 15% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new AZN positions and 49 closed out — a net gain of 66 holders — while 215 added to existing stakes and 209 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $137M. The largest seller was Wellington Management Group, cutting an estimated $662M.

  • 668 institutional investors held AstraZeneca (AZN) as of Q2 2020, up from 603 in Q1 2020.
  • Funds reported $22.7B of AstraZeneca stock for Q2 2020, up 15% quarter-over-quarter.
  • 115 funds opened new AstraZeneca positions in Q2 2020 and 49 closed out, a net change of +66 holders.
  • The largest AstraZeneca buyer in Q2 2020 was Arrowstreet Capital, an estimated $137M added.
  • The largest AstraZeneca seller in Q2 2020 was Wellington Management Group, an estimated $662M sold.

Based on aggregated 13F filings for Q2 2020.