AstraZeneca
AZN
403 hedge funds and large institutions have $7.09B invested in AstraZeneca in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 123 increasing their positions, 136 reducing their positions, and 49 closing their positions.
87% more call options, than puts
Call options by funds: $958M | Put options by funds: $511M
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
23% more capital invested
Capital invested by funds: $5.76B → $7.09B (+$1.34B)
14% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 49
1% more ownership
Funds ownership: 6.39% → 7.39% (+1%)
0% more funds holding
Funds holding: 401 → 403 (+2)
10% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 136
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$457M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$267M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$131M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
+$110M |
| 5 |
Jennison Associates
New York
|
+$68.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$83.6M |
| 2 |
JP Morgan Chase
New York
|
-$73.6M |
| 3 |
Morgan Stanley
New York
|
-$67.8M |
| 4 |
Barclays
London,
United Kingdom
|
-$46.7M |
| 5 |
SCCM
Schafer Cullen Capital Management
New York
|
-$42.8M |
AZN Hedge Fund Activity: Q4 2014 in Review
403 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2014, worth a combined $7.09B — up 23% from $5.76B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new AZN positions and 49 closed out — a net gain of 7 holders — while 123 added to existing stakes and 136 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $457M. The largest seller was Susquehanna International Group, cutting an estimated $83.6M.
- 403 institutional investors held AstraZeneca (AZN) as of Q4 2014, up from 401 in Q3 2014.
- Funds reported $7.09B of AstraZeneca stock for Q4 2014, up 23% quarter-over-quarter.
- 56 funds opened new AstraZeneca positions in Q4 2014 and 49 closed out, a net change of +7 holders.
- The largest AstraZeneca buyer in Q4 2014 was Wellington Management Group, an estimated $457M added.
- The largest AstraZeneca seller in Q4 2014 was Susquehanna International Group, an estimated $83.6M sold.
Based on aggregated 13F filings for Q4 2014.