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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
SDAM
351
Shulman DeMeo Asset Management
New York
$492K
EP
352
Eudaimonia Partners
Tennessee
$486K +$67.8K +656 +17%
HC
353
Henshaw Capital
Massachusetts
$485K
GAM
354
Griffin Asset Management
New York
$483K +$103K +1,000 +28%
CB
355
Commerce Bank
Missouri
$482K +$23.2K +225 +5%
FIM
356
Freedom Investment Management
Connecticut
$478K -$37.9K -367 -8%
CG
357
Caprock Group
Idaho
$473K -$8.47K -82 -2%
CA
358
Cetera Advisors
Colorado
$467K -$581K -5,625 -56%
VF
359
Virtu Financial
New York
$463K +$452K +4,380 New
IIC
360
Integrated Investment Consultants
Michigan
$458K -$81.6K -790 -15%
QCG
361
Quadrant Capital Group
Ohio
$456K -$1.46M -14,108 -77%
HCM
362
Huber Capital Management
California
$455K
BCA
363
Bray Capital Advisors
Florida
$450K
PCC
364
Park Circle Company
Maryland
$450K +$439K +4,250 New
CAM
365
Cozad Asset Management
Illinois
$447K -$130K -1,256 -23%
SCA
366
Snowden Capital Advisors
New York
$447K +$6.61K +64 +2%
MWM
367
Meridian Wealth Management
Kentucky
$445K +$7.54K +73 +2%
FBB
368
Fulton Breakefield Broenniman
Maryland
$445K +$435K +4,210 New
ASN
369
Advisory Services Network
Georgia
$442K +$67K +649 +18%
PWPS
370
Pinnacle Wealth Planning Services
Ohio
$435K -$69.3K -671 -14%
First Manhattan
371
First Manhattan
New York
$429K -$34.8K -337 -8%
MWA
372
Moser Wealth Advisors
Washington
$427K
CP
373
Covenant Partners
Tennessee
$425K -$170K -1,644 -29%
LJAC
374
L.J. Altfest & Co
New York
$425K +$45.2K +438 +12%
AAM
375
AR Asset Management
California
$423K

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.