AstraZeneca
AZN
460 hedge funds and large institutions have $11.1B invested in AstraZeneca in 2017 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 165 increasing their positions, 123 reducing their positions, and 51 closing their positions.
210% more call options, than puts
Call options by funds: $397M | Put options by funds: $128M
34% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 123
33% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 51
29% more capital invested
Capital invested by funds: $8.63B → $11.1B (+$2.46B)
2% more funds holding
Funds holding: 449 → 460 (+11)
1.57% more ownership
Funds ownership: 12.48% → 14.05% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$303M |
| 2 |
Primecap Management
Pasadena,
California
|
+$242M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$212M |
| 4 |
BlackRock
New York
|
+$201M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$197M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$78.1M |
| 2 |
JP Morgan Chase
New York
|
-$44.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.5M |
| 4 |
Renaissance Technologies
New York
|
-$38.1M |
| 5 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$21.2M |
AZN Hedge Fund Activity: Q1 2017 in Review
460 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q1 2017, worth a combined $11.1B — up 29% from $8.63B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new AZN positions and 51 closed out — a net gain of 17 holders — while 165 added to existing stakes and 123 trimmed.
The largest buyer was Bank of America, adding an estimated $303M. The largest seller was Viking Global Investors, exiting entirely with an estimated $78.1M sold.
- 460 institutional investors held AstraZeneca (AZN) as of Q1 2017, up from 449 in Q4 2016.
- Funds reported $11.1B of AstraZeneca stock for Q1 2017, up 29% quarter-over-quarter.
- 68 funds opened new AstraZeneca positions in Q1 2017 and 51 closed out, a net change of +17 holders.
- The largest AstraZeneca buyer in Q1 2017 was Bank of America, an estimated $303M added.
- The largest AstraZeneca seller in Q1 2017 was Viking Global Investors, an estimated $78.1M sold.
Based on aggregated 13F filings for Q1 2017.