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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
EIP
26
Epoch Investment Partners
New York
$111M -$2.94M -28,434 -3%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$98.6M -$1.62M -15,730 -2%
CIC
28
Crawford Investment Counsel
Georgia
$96.2M -$4.56M -44,144 -5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$95.4M +$1.53M +14,810 +2%
Allianz Asset Management
30
Allianz Asset Management
Germany
$83.3M -$136K -1,321 -0.2%
AG
31
Aperio Group
California
$74.6M +$1.74M +16,854 +2%
AAMU
32
Amundi Asset Management US
Massachusetts
$72.8M -$3.28M -31,739 -4%
RJA
33
Raymond James & Associates
Florida
$71.9M +$4.42M +42,811 +7%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$71.7M +$61.8M +598,844 +759%
SEI Investments
35
SEI Investments
Pennsylvania
$71.3M -$5.09M -49,280 -7%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$69.5M -$4.14M -40,121 -6%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$67.7M +$64.7M +626,132 +4,661%
AI
38
Axiom Investors
Connecticut
$67.5M +$8.13M +78,725 +14%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$51.1M +$20.4M +197,475 +69%
Citadel Advisors
40
Citadel Advisors
Florida
$49.2M -$43.8M -424,526 -48%
HJGA
41
Hardman Johnston Global Advisors
Connecticut
$48.1M -$8.2M -79,418 -15%
SFM
42
Sphera Funds Management
Israel
$47.1M +$16.5M +160,000 +56%
Stifel Financial
43
Stifel Financial
Missouri
$46.5M +$25.1M +243,352 +124%
UBS Group
44
UBS Group
Switzerland
$45M -$3.46M -33,466 -7%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$41.9M +$40.9M +396,000 New
TIM
46
Thornburg Investment Management
New Mexico
$40.3M -$771K -7,469 -2%
Federated Hermes
47
Federated Hermes
Pennsylvania
$38.8M +$526K +5,094 +1%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$37.3M -$11.3M -109,720 -24%
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$36.8M +$7.51M +72,669 +26%
CBT
50
Capital Bank & Trust
California
$35.2M -$2.33M -22,600 -6%

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.