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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
FCFC
451
First Citizens Financial Corp
Iowa
$271K -$36.1K -350 -12%
FFBTD
452
First Financial Bank - Trust Division
Ohio
$271K +$24.3K +235 +10%
PAMG
453
Patton Albertson Miller Group
Tennessee
$270K
FWP
454
FAS Wealth Partners
Kansas
$268K
BDS
455
Banco de Sabadell
Florida
$263K -$31.1K -301 -11%
HAG
456
HighPoint Advisor Group
Illinois
$262K -$1.55K -15 -0.6%
Prudential Financial
457
Prudential Financial
New Jersey
$262K +$256K +2,482 New
GC
458
Grimes & Company
Massachusetts
$255K -$1.24K -12 -0.5%
Nisa Investment Advisors
459
Nisa Investment Advisors
Missouri
$254K
PAS
460
Park Avenue Securities
New York
$253K +$247K +2,390 New
BAM
461
Belpointe Asset Management
Nevada
$252K +$3.82K +37 +2%
TAIM
462
TD Ameritrade Investment Management
Nebraska
$251K +$4.54K +44 +2%
KWM
463
Kingsview Wealth Management
Oregon
$250K +$244K +2,359 New
IWP
464
Icon Wealth Partners
Texas
$245K +$240K +2,320 New
WCA
465
Westover Capital Advisors
Delaware
$244K
HI
466
Hudock Inc
Pennsylvania
$244K +$65.3K +632 +38%
HH
467
Hilltop Holdings
Texas
$243K +$3.2K +31 +1%
TCM
468
Tandem Capital Management
New Jersey
$241K
SFA
469
Sequoia Financial Advisors
Ohio
$239K +$234K +2,261 New
IFWM
470
Institute for Wealth Management
Colorado
$237K +$231K +2,239 New
WI
471
WrapManager Inc
California
$233K -$30.3K -293 -12%
BCM
472
Bienville Capital Management
New York
$230K +$225K +2,178 New
CA
473
Continental Advisors
Utah
$229K -$1.7M -16,451 -88%
CF
474
Centaurus Financial
California
$228K +$223K +2,156 New
PCS
475
Personal CFO Solutions
New Jersey
$228K +$223K +2,156 New

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.