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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
9WM
426
9258 Wealth Management
Ohio
$406K +$73.1K +690 +20%
MWM
427
Meridian Wealth Management
Kentucky
$405K -$9.32K -88 -2%
AAM
428
AR Asset Management
California
$400K – – –
FC
429
FCA Corp
Texas
$400K – – –
ZB
430
Zions Bancorporation
Utah
$399K -$15K -142 -3%
BWP
431
BSW Wealth Partners
Colorado
$398K +$64.3K +607 +18%
New York State Common Retirement Fund
432
New York State Common Retirement Fund
New York
$394K +$101K +951 +32%
WTC
433
WhitTier Trust Company
Nevada
$391K – – –
FT
434
Fiduciary Trust
Massachusetts
$389K +$411K +3,885 New
PGAM
435
Princeton Global Asset Management
New Jersey
$384K -$15.9K -150 -4%
KWM
436
Kingsview Wealth Management
Oregon
$384K +$88.3K +834 +28%
SRC
437
Sage Rhino Capital
California
$382K -$127K -1,202 -24%
HJIM
438
Henry James International Management
New York
$380K -$101K -950 -20%
RCM
439
RB Capital Management
Nevada
$378K – – –
PFS
440
Prospera Financial Services
Texas
$378K +$267K +2,519 +198%
CL
441
COWA LLC
Oklahoma
$375K +$391K +3,695 New
PTC
442
Private Trust Company
Ohio
$373K +$15.8K +149 +4%
GAMC
443
Garner Asset Management Corp
Texas
$369K – – –
LCM
444
LVM Capital Management
Michigan
$365K -$10.6K -100 -3%
JGGDR
445
JGP Global Gestao de Recursos
Brazil
$364K +$11.8K +111 +3%
EGM
446
Engineers Gate Manager
New York
$363K +$385K +3,635 New
RWM
447
Ritholtz Wealth Management
New York
$362K -$191K -1,802 -33%
SCM
448
Stevens Capital Management
Pennsylvania
$360K +$83.1K +785 +28%
FIM
449
Fruth Investment Management
Texas
$357K – – –
PAS
450
Park Avenue Securities
New York
$357K +$152K +1,432 +67%
16 17
18
19 20

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.