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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
FC
376
FCA Corp
Texas
$423K
GAMC
377
Garner Asset Management Corp
Texas
$417K
SW
378
SVB Wealth
Massachusetts
$414K +$116K +1,127 +40%
WTC
379
WhitTier Trust Company
Nevada
$413K
FDCDDQ
380
Federation des caisses Desjardins du Quebec
Quebec, Canada
$412K +$111K +1,071 +38%
ZB
381
Zions Bancorporation
Utah
$406K -$53.8K -521 -12%
BS
382
Boenning & Scattergood
Pennsylvania
$402K +$393K +3,805 New
LCM
383
LVM Capital Management
Michigan
$397K
JGGDR
384
JGP Global Gestao de Recursos
Brazil
$396K
ClearBridge Investments
385
ClearBridge Investments
New York
$395K +$68.2K +660 +21%
JT
386
Jump Trading
Illinois
$394K +$385K +3,727 New
MCM
387
Mainstay Capital Management
Michigan
$392K +$29.4K +285 +8%
CTC
388
Central Trust Company
Missouri
$391K +$281K +2,716 +278%
FIM
389
Fruth Investment Management
Texas
$388K -$25.8K -250 -6%
PTC
390
Private Trust Company
Ohio
$386K -$58.8K -569 -14%
RCM
391
RB Capital Management
Nevada
$381K +$32.5K +315 +10%
PGAM
392
Princeton Global Asset Management
New Jersey
$380K +$355K +3,437 +2,203%
BRWA
393
B. Riley Wealth Advisors
Florida
$377K +$107K +1,040 +41%
CBFP
394
Cedar Brook Financial Partners
Ohio
$373K -$7.44K -72 -2%
9WM
395
9258 Wealth Management
Ohio
$367K +$5.16K +50 +1%
JIC
396
Johnson Investment Counsel
Ohio
$365K -$59.9K -580 -14%
PFS
397
Prospera Financial Services
Texas
$365K +$5.47K +53 +2%
PCG
398
Private Capital Group
Connecticut
$365K +$37.3K +361 +12%
NB
399
Northwest Bancshares
Pennsylvania
$364K +$356K +3,446 New
BNP Paribas Financial Markets
400
BNP Paribas Financial Markets
France
$363K +$249K +2,408 +236%

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.