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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
LIM
426
Leavell Investment Management
Alabama
$314K
CYG
427
Clean Yield Group
Vermont
$312K -$40.9K -396 -12%
NERM
428
New England Research & Management
Illinois
$312K
MA
429
MUFG Americas
New York
$310K -$16.7K -162 -5%
PA
430
Procyon Advisors
Connecticut
$310K -$12.5K -121 -4%
V
431
Veritable
Delaware
$310K +$6.92K +67 +2%
MLFP
432
MPS Loria Financial Planners
Illinois
$308K -$119K -1,153 -28%
BSAM
433
Blue Square Asset Management
New York
$306K -$376K -3,641 -56%
SFS
434
Sowell Financial Services
Arkansas
$306K -$23.7K -229 -7%
Verition Fund Management
435
Verition Fund Management
Connecticut
$304K +$297K +2,872 New
WAAG
436
Wealth Alliance Advisory Group
Kansas
$301K
CT
437
Coastline Trust
Rhode Island
$298K
ST
438
Smithfield Trust
Pennsylvania
$296K
CRC
439
Curi RMB Capital
Illinois
$292K -$3.72K -36 -1%
CAN
440
Cetera Advisor Networks
California
$287K +$17.2K +167 +7%
UR
441
USCA RIA
Texas
$287K +$280K +2,709 New
BTW
442
Boston Trust Walden
Massachusetts
$286K
CAMG
443
CWA Asset Management Group
Florida
$285K +$19.8K +192 +8%
CS
444
Comerica Securities
Michigan
$283K -$15.2K -147 -5%
MWA
445
Meridian Wealth Advisors
Texas
$283K +$276K +2,675 New
GA
446
Geller Advisors
New York
$281K +$275K +2,660 New
NIT
447
NumerixS Investment Technologies
British Columbia, Canada
$280K -$41.1K -398 -13%
RSWM
448
Robertson Stephens Wealth Management
California
$274K
KIC
449
Keating Investment Counselors
Florida
$274K +$15.7K +152 +6%
KCM
450
Kendall Capital Management
Maryland
$272K

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.