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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
RFA
251
Reilly Financial Advisors
California
$1.25M +$1.22M +11,848 +148,100%
LBD
252
Landsberg Bennett & Dubbaneh
Florida
$1.24M +$1.21M +11,689 New
RFC
253
Regions Financial Corp
Alabama
$1.23M +$51.8K +502 +4%
LCM
254
Logan Capital Management
Pennsylvania
$1.22M +$43.9K +425 +4%
Alyeska Investment Group
255
Alyeska Investment Group
Illinois
$1.21M +$1.18M +11,419 New
MCM
256
Mitchell Capital Management
Kansas
$1.19M -$114K -1,106 -9%
IWC
257
Integrated Wealth Concepts
Massachusetts
$1.13M +$130K +1,260 +13%
HKAM
258
Horizon Kinetics Asset Management
New York
$1.13M
BFM
259
Boothbay Fund Management
New York
$1.12M -$651K -6,308 -37%
GAM
260
Garrison Asset Management
Arkansas
$1.11M -$27.4K -265 -2%
GIM
261
Guild Investment Management
California
$1.11M +$55.3K +535 +5%
S
262
SignatureFD
Georgia
$1.11M -$77.8K -753 -7%
APA
263
American Portfolios Advisors
New York
$1.08M +$418K +4,049 +66%
NA
264
Navellier & Associates
Nevada
$1.07M +$1.04M +10,076 New
HSA
265
HBK Sorce Advisory
Pennsylvania
$1.05M +$691K +6,692 +207%
Rockefeller Capital Management
266
Rockefeller Capital Management
New York
$1.03M +$97.5K +944 +11%
PSUF
267
People's United Financial
Connecticut
$1.02M +$105K +1,018 +12%
HWM
268
Hohimer Wealth Management
Washington
$1.02M -$901K -8,727 -47%
CL
269
CPWM LLC
Washington
$1M +$17K +165 +2%
PCM
270
Prelude Capital Management
New York
$998K +$974K +9,430 New
PVWM
271
Point View Wealth Management
New Jersey
$991K -$9.91K -96 -1%
IAMOG
272
Investors Asset Management of Georgia
Georgia
$982K
FCCM
273
First City Capital Management
Georgia
$956K +$47.7K +462 +5%
HCM
274
Howland Capital Management
Massachusetts
$944K -$60.8K -589 -6%
CI
275
Capital International
California
$939K -$2.81M -27,200 -75%

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.