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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
DHFB
401
Dixon Hubard Feinour & Brown
Virginia
$476K – – –
HF
402
HRT Financial
New York
$474K -$9.11M -86,037 -95%
BS
403
Boenning & Scattergood
Pennsylvania
$473K +$56K +529 +13%
PPSG
404
Princeton Portfolio Strategies Group
New Jersey
$472K – – –
CIA
405
Cohen Investment Advisors
New Hampshire
$471K +$499K +4,711 New
CAM
406
Cozad Asset Management
Illinois
$467K -$9.64K -91 -2%
MA
407
Mutual Advisors
Nebraska
$466K +$3.18K +30 +0.6%
HC
408
Hendley & Co
Ohio
$450K – – –
SDAM
409
Shulman DeMeo Asset Management
New York
$448K -$19K -179 -4%
NFC
410
Northeast Financial Consultants
Connecticut
$439K -$110K -1,035 -19%
GG
411
Golden Green
South Carolina
$435K +$461K +4,353 New
CGL
412
Clarius Group LLC
Washington
$426K +$129K +1,216 +40%
CB
413
Commerce Bank
Missouri
$425K -$52.9K -499 -11%
BCA
414
Bray Capital Advisors
Florida
$425K – – –
EB
415
Eastern Bank
Massachusetts
$425K – – –
PCC
416
Park Circle Company
Maryland
$425K – – –
BIAS
417
Beacon Investment Advisory Services
New Jersey
$423K -$150K -1,417 -25%
DY
418
Dowling & Yahnke
California
$423K +$448K +4,233 New
JIC
419
Johnson Investment Counsel
Ohio
$418K +$73.1K +690 +20%
FTDI
420
First Trust Direct Indexing
Massachusetts
$418K +$443K +4,178 New
VC
421
Veracity Capital
Georgia
$416K +$43K +406 +11%
AWM
422
Altium Wealth Management
New York
$409K -$126K -1,189 -23%
CBFP
423
Cedar Brook Financial Partners
Ohio
$409K +$54.8K +517 +14%
GAM
424
Garrison Asset Management
Arkansas
$408K -$676K -6,381 -61%
First Manhattan
425
First Manhattan
New York
$406K – – –
15 16
17
18 19

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.