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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
BCP
326
Berkeley Capital Partners
Georgia
$607K -$296K -2,864 -33%
IWM
327
IHT Wealth Management
Illinois
$605K -$82K -794 -12%
Parallax Volatility Advisers
328
Parallax Volatility Advisers
California
$603K +$237K +2,292 +67%
WS
329
Wedbush Securities
California
$598K +$38.2K +370 +7%
DWT
330
Dorsey & Whitney Trust
South Dakota
$588K +$35.2K +341 +7%
IAA
331
Independent Advisor Alliance
North Carolina
$582K +$222K +2,149 +64%
UCFA
332
United Capital Financial Advisors
Texas
$571K -$28.8K -279 -5%
BIAS
333
Beacon Investment Advisory Services
New Jersey
$569K +$176K +1,702 +46%
PCA
334
Personal Capital Advisors
California
$563K -$61.8K -598 -10%
CG
335
Colony Group
Massachusetts
$560K +$42.1K +408 +8%
SWP
336
Stratos Wealth Partners
Ohio
$560K +$546K +5,289 New
WF
337
Welch & Forbes
Massachusetts
$555K +$542K +5,250 New
AWM
338
Altium Wealth Management
New York
$545K +$137K +1,330 +35%
SPC
339
Sigma Planning Corp
Michigan
$544K +$234K +2,269 +79%
CC
340
Courier Capital
New York
$535K -$13.6K -132 -3%
CWM
341
Chesapeake Wealth Management
Virginia
$535K +$218K +2,110 +72%
PIMG
342
Patriot Investment Management Group
Tennessee
$534K +$21.7K +210 +4%
AWM
343
Aries Wealth Management
Maine
$530K
KFBMI
344
Kentucky Farm Bureau Mutual Insurance
Kentucky
$529K +$516K +5,000 New
SRC
345
Sage Rhino Capital
California
$521K +$10.7K +104 +2%
LNC
346
Lincoln National Corp
Pennsylvania
$518K +$120K +1,164 +31%
FHA
347
Flagship Harbor Advisors
Massachusetts
$507K +$45K +436 +10%
PPSG
348
Princeton Portfolio Strategies Group
New Jersey
$499K
RWM
349
Ritholtz Wealth Management
New York
$497K +$240K +2,320 +98%
MA
350
Mutual Advisors
Nebraska
$493K +$19.5K +189 +4%

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.