We are live on ! Find out more
AZN icon

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
LSAG
276
Lake Street Advisors Group
New Hampshire
$913K +$441K +4,273 +98%
TYCC
277
Texas Yale Capital Corp
Florida
$911K
S
278
SimplyRich
California
$896K
EGM
279
Engineers Gate Manager
New York
$891K +$870K +8,428 New
RCA
280
Ranch Capital Advisors
Florida
$876K +$817K +7,913 New
BCM
281
Bayesian Capital Management
New York
$873K +$550K +5,321 +182%
AssetMark Inc
282
AssetMark Inc
California
$865K -$12.8M -124,055 -94%
PA
283
Profund Advisors
Maryland
$862K +$153K +1,478 +22%
DADC
284
D.A. Davidson & Co
Montana
$856K -$7.54K -73 -0.9%
SI
285
Stephens Inc
Arkansas
$848K -$6.82K -66 -0.8%
ACA
286
Atlas Capital Advisors
Wyoming
$839K -$26.6K -258 -3%
TNA
287
True North Advisors
Texas
$837K +$818K +7,918 New
CCA
288
Checchi Capital Advisers
California
$819K -$7.44K -72 -0.9%
AWA
289
Arete Wealth Advisors
Illinois
$818K +$513K +4,972 +180%
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$813K -$31.4M -304,444 -98%
SWM
291
SeaCrest Wealth Management
New York
$810K +$225K +2,180 +40%
WAM
292
Westport Asset Management
Connecticut
$793K
AAM
293
Azzad Asset Management
Virginia
$786K -$5.27K -51 -0.7%
QI
294
Qtron Investments
Massachusetts
$783K +$77.7K +752 +11%
WAM
295
Wealthspire Advisors (Maryland)
Maryland
$781K -$98.3K -952 -11%
OC
296
Oppenheimer & Co
New York
$768K +$325K +3,143 +76%
AAP
297
Ardsley Advisory Partners
Connecticut
$767K +$749K +7,250 New
NNP
298
Nachman Norwood & Parrott
South Carolina
$751K -$1.24K -12 -0.2%
KWMG
299
King Wealth Management Group
Florida
$748K
XS
300
XR Securities
Illinois
$748K +$181K +1,752 +33%

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.