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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
EMG
451
ETF Managers Group
New Jersey
$356K +$30.1K +284 +9%
SCA
452
Snowden Capital Advisors
New York
$356K +$48K +453 +15%
TIAM2
453
Tru Independence Asset Management 2
Oregon
$355K +$377K +3,555 New
JCM
454
Jacobi Capital Management
Pennsylvania
$354K +$64.6K +610 +21%
Lido Advisors
455
Lido Advisors
California
$352K +$374K +3,527 New
IC
456
Inverness Counsel
New York
$350K – – –
LIM
457
Leavell Investment Management
Alabama
$348K +$88.3K +834 +31%
PCG
458
Private Capital Group
Connecticut
$347K +$25.7K +243 +8%
BAM
459
Belpointe Asset Management
Nevada
$346K -$183K -1,726 -33%
JCM
460
Jag Capital Management
Missouri
$345K +$24.1K +228 +7%
IA
461
IFP Advisors
Florida
$345K +$35.1K +331 +10%
ClearBridge Investments
462
ClearBridge Investments
New York
$344K – – –
CFN
463
Cordasco Financial Network
Florida
$343K – – –
BP
464
Ballentine Partners
Massachusetts
$342K -$25.9K -245 -7%
FIM
465
Freedom Investment Management
Connecticut
$341K -$68.4K -646 -16%
CSPIA
466
Cary Street Partners Investment Advisory
Virginia
$340K +$352K +3,325 +4,433%
LFAS
467
Level Four Advisory Services
Texas
$333K +$2.86K +27 +0.8%
FBB
468
Fulton Breakefield Broenniman
Maryland
$332K -$93.8K -886 -21%
BFEC
469
Benjamin F. Edwards & Company
Missouri
$331K +$101K +957 +41%
Credit Agricole
470
Credit Agricole
France
$328K +$348K +3,285 New
HCM
471
Hollencrest Capital Management
California
$325K +$344K +3,250 New
WT
472
Whittier Trust
California
$318K – – –
PWPS
473
Pinnacle Wealth Planning Services
Ohio
$318K +$20.2K +191 +6%
CWM
474
Chesapeake Wealth Management
Virginia
$315K -$277K -2,616 -45%
AWM
475
Affinity Wealth Management
Delaware
$315K – – –
17 18
19
20 21

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.