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AstraZeneca
AZN

785 hedge funds and large institutions have $19.7B invested in AstraZeneca in 2020 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 271 increasing their positions, 226 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 6 → 18 (+12)

97% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 76

20% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 226

9% more funds holding

Funds holding: 722 → 785 (+63)

7% more call options, than puts

Call options by funds: $451M | Put options by funds: $420M

0.52% less ownership

Funds ownership: 15.52% → 15% (-0.52%)

12% less capital invested

Capital invested by funds: $22.3B → $19.7B (-$2.63B)

Holders
785
Holders Change
+63
Holders Change %
+8.73%
% of All Funds
13.89%
Holding in Top 10
18
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+200%
% of All Funds
0.32%
New
150
Increased
271
Reduced
226
Closed
76
Calls
$451M
Puts
$420M
Net Calls
+$31.1M
Net Calls Change
+$28.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$271M
2
GQG Partners
GQG Partners
Florida
+$244M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$224M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$199M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$163M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$1.12B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1B
3
Dodge & Cox
Dodge & Cox
California
-$609M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$186M
5
Capital International Investors
Capital International Investors
California
-$173M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
326
American Portfolios Advisors
New York
$757K -$252K -2,375 -24%
WAM
327
Westport Asset Management
Connecticut
$750K – – –
CM
328
Caption Management
Oklahoma
$750K +$794K +7,500 New
EP
329
Eudaimonia Partners
Tennessee
$749K +$50.5K +477 +7%
BSAM
330
Blue Square Asset Management
New York
$749K +$185K +1,746 +30%
CCA
331
Checchi Capital Advisers
California
$746K +$4.34K +41 +0.6%
AllianceBernstein
332
AllianceBernstein
Tennessee
$743K -$435K -4,104 -36%
QI
333
Qtron Investments
Massachusetts
$740K – – –
SWM
334
Stockman Wealth Management
Montana
$740K +$127K +1,200 +19%
HC
335
Henshaw Capital
Massachusetts
$728K +$285K +2,691 +59%
HSA
336
HBK Sorce Advisory
Pennsylvania
$725K -$135K -1,274 -15%
DS
337
DRW Securities
Illinois
$723K -$869K -8,206 -53%
FCCM
338
First City Capital Management
Georgia
$713K -$961K -9,072 -56%
HAG
339
HighPoint Advisor Group
Illinois
$711K +$213K +2,012 +40%
WA
340
Wealth Alliance
New York
$708K +$32.1K +303 +4%
NNP
341
Nachman Norwood & Parrott
South Carolina
$707K – – –
RC
342
RegentAtlantic Capital
New Jersey
$705K +$14.5K +137 +2%
FSC
343
Full Sail Capital
Oklahoma
$704K +$20.1K +190 +3%
PA
344
Profund Advisors
Maryland
$702K +$71.7K +677 +11%
MCC
345
Malaga Cove Capital
California
$698K +$278K +2,621 +61%
PSUF
346
People's United Financial
Connecticut
$684K -$271K -2,559 -27%
SMH
347
Sanders Morris Harris
Texas
$684K – – –
MWA
348
Moser Wealth Advisors
Washington
$679K +$15.9K +150 +2%
GCA
349
Genesee Capital Advisors
New York
$661K -$57.1K -539 -8%
ASN
350
Advisory Services Network
Georgia
$661K +$192K +1,816 +38%
12 13
14
15 16

AZN Hedge Fund Activity: Q4 2020 in Review

785 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q4 2020, worth a combined $19.7B — down 12% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new AZN positions and 76 closed out — a net gain of 74 holders — while 271 added to existing stakes and 226 trimmed.

The largest buyer was BlackRock, adding an estimated $271M. The largest seller was Jennison Associates, cutting an estimated $1.12B.

  • 785 institutional investors held AstraZeneca (AZN) as of Q4 2020, up from 722 in Q3 2020.
  • Funds reported $19.7B of AstraZeneca stock for Q4 2020, down 12% quarter-over-quarter.
  • 150 funds opened new AstraZeneca positions in Q4 2020 and 76 closed out, a net change of +74 holders.
  • The largest AstraZeneca buyer in Q4 2020 was BlackRock, an estimated $271M added.
  • The largest AstraZeneca seller in Q4 2020 was Jennison Associates, an estimated $1.12B sold.

Based on aggregated 13F filings for Q4 2020.