We are live on ! Find out more
AZN icon

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
PCA
376
Personal Capital Advisors
California
$557K +$12.8K +121 +2%
MIP
377
Marietta Investment Partners
Wisconsin
$556K -$855K -8,069 -59%
MIH
378
Meitav Investment House
Israel
$556K +$587K +5,545 New
LSAG
379
Lake Street Advisors Group
New Hampshire
$554K -$619K -5,848 -51%
DWT
380
Dorsey & Whitney Trust
South Dakota
$550K -$9K -85 -2%
CC
381
Courier Capital
New York
$547K +$5.3K +50 +0.9%
MOS
382
MGO One Seven
Ohio
$532K -$80.5K -760 -13%
QCG
383
Quadrant Capital Group
Ohio
$531K -$4.24K -40 -0.7%
NP
384
NorthRock Partners
Minnesota
$530K -$483K -4,564 -46%
BAM
385
Berkshire Asset Management
Pennsylvania
$529K +$561K +5,295 New
SIGI
386
Susquehanna International Group (Ireland)
Ireland
$528K +$560K +5,286 New
PIMG
387
Patriot Investment Management Group
Tennessee
$527K +$10.4K +98 +2%
IIC
388
Integrated Investment Consultants
Michigan
$527K +$47.7K +450 +9%
WF
389
Welch & Forbes
Massachusetts
$525K – – –
BWM
390
Bulltick Wealth Management
Florida
$523K +$554K +5,229 New
FHA
391
Flagship Harbor Advisors
Massachusetts
$510K -$84K -793 -13%
AWM
392
Aries Wealth Management
Maine
$510K – – –
CA
393
Cetera Advisors
Colorado
$502K +$22.3K +211 +4%
VVP
394
Venture Visionary Partners
Ohio
$489K +$518K +4,894 New
VWM
395
Venturi Wealth Management
Texas
$485K -$214K -2,021 -29%
CT
396
Coastline Trust
Rhode Island
$482K +$139K +1,310 +37%
BS
397
Banco Santander
Spain
$482K +$511K +4,825 New
SW
398
SVB Wealth
Massachusetts
$480K +$27K +255 +6%
BCP
399
Berkeley Capital Partners
Georgia
$479K -$10.3K -97 -2%
4WM
400
44 Wealth Management
Oregon
$479K +$508K +4,792 New
14 15
16
17 18

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.