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AstraZeneca

603 hedge funds and large institutions have $19.8B invested in AstraZeneca in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 196 increasing their positions, 223 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

0.18% less ownership

Funds ownership: 17.03%16.85% (-0.18%)

2% less call options, than puts

Call options by funds: $88.9M | Put options by funds: $90.8M

5% less funds holding

Funds holding: 633603 (-30)

11% less capital invested

Capital invested by funds: $22.3B → $19.8B (-$2.53B)

12% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 223

28% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 85

Holders
603
Holders Change
-30
Holders Change %
-4.74%
% of All Funds
13.29%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.29%
New
61
Increased
196
Reduced
223
Closed
85
Calls
$88.9M
Puts
$90.8M
Net Calls
-$1.9M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
451
Financial Architects (New Jersey)
New Jersey
$137K
KPCM
452
Kings Point Capital Management
New York
$131K
CFA
453
Carroll Financial Associates
North Carolina
$127K -$15K -159 -10%
AT
454
Arden Trust
Delaware
$123K +$129K +1,375 New
BFEC
455
Benjamin F. Edwards & Company
Missouri
$120K -$26.1K -277 -17%
GWM
456
Geneos Wealth Management
Colorado
$116K -$19.5K -207 -13%
VFA
457
Valeo Financial Advisors
Indiana
$116K +$3.48K +37 +3%
SFPG
458
Stonebridge Financial Planning Group
Florida
$114K
GFPC
459
Global Financial Private Capital
Florida
$112K -$15.8K -168 -12%
HI
460
Human Investing
Oregon
$108K
EWP
461
Engrave Wealth Partners
Texas
$107K
KC
462
Knuff & Co
California
$98K
SWM
463
Sugarloaf Wealth Management
Georgia
$98K
EI
464
Ellevest Inc
New York
$97K +$50.1K +532 +96%
AA
465
Ancora Advisors
Ohio
$95K
BNP Paribas Financial Markets
466
BNP Paribas Financial Markets
France
$91.2K +$41.5K +441 +76%
CTC
467
Central Trust Company
Missouri
$87K
CSS
468
Cubist Systematic Strategies
Connecticut
$86K -$714K -7,584 -89%
EW
469
Evoke Wealth
California
$83.9K -$1.88K -20 -2%
FFC
470
First Financial Corp
Indiana
$79K
DWA
471
Dougherty Wealth Advisers
Minnesota
$77K
RWA
472
Ropes Wealth Advisors
Massachusetts
$72K
TPWA
473
TRUE Private Wealth Advisors
Oregon
$71K
CFG
474
CKW Financial Group
Hawaii
$70K -$28.2K -300 -27%
BWA
475
Burt Wealth Advisors
Maryland
$69K

AZN Hedge Fund Activity: Q1 2020 in Review

603 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AstraZeneca (AZN) for Q1 2020, worth a combined $19.8B — down 11% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of AZN and 61 opened new positions — a net loss of 24 holders — while 223 trimmed existing stakes and 196 added.

The largest buyer was Capital International Investors, adding an estimated $253M. The largest seller was Dodge & Cox, cutting an estimated $404M.

  • 603 institutional investors held AstraZeneca (AZN) as of Q1 2020, down from 633 in Q4 2019.
  • Funds reported $19.8B of AstraZeneca stock for Q1 2020, down 11% quarter-over-quarter.
  • 61 funds opened new AstraZeneca positions in Q1 2020 and 85 closed out, a net change of -24 holders.
  • The largest AstraZeneca buyer in Q1 2020 was Capital International Investors, an estimated $253M added.
  • The largest AstraZeneca seller in Q1 2020 was Dodge & Cox, an estimated $404M sold.

Based on aggregated 13F filings for Q1 2020.