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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
CCM
476
Covington Capital Management
California
$67K
PMFA
477
Plante Moran Financial Advisors
Michigan
$66K -$47.1K -500 -40%
EWA
478
Evolution Wealth Advisors
Florida
$60K -$14.8K -157 -19%
CIM
479
Contravisory Investment Management
Massachusetts
$59K +$1.13K +12 +2%
AWA
480
Artemis Wealth Advisors
New York
$55.2K
Toronto Dominion Bank
481
Toronto Dominion Bank
Ontario, Canada
$54K
FWM
482
Focused Wealth Management
New York
$53K +$94 +1 +0.2%
EFSCE
483
Enterprise Financial Services Corp (EFSC)
Missouri
$52K +$5.18K +55 +10%
GRP
484
Global Retirement Partners
California
$51K
SIAS
485
Shine Investment Advisory Services
Colorado
$51K +$1.41K +15 +3%
TSW
486
Thompson Siegel & Walmsley
Virginia
$50K
RMC
487
Resources Management Corp
Connecticut
$49K
AIC
488
Ameritas Investment Company
Nebraska
$47K +$37.4K +397 +303%
WEC
489
Winslow Evans & Crocker
Massachusetts
$46K -$1.04K -11 -2%
WPA
490
West Paces Advisors
Georgia
$45.8K
LWCFA
491
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K
OIA
492
Optimum Investment Advisors
Illinois
$45K
PB
493
Pinnacle Bancorp
Nebraska
$45K
SIC
494
Salem Investment Counselors
North Carolina
$45K
SNT
495
Security National Trust
West Virginia
$45K
QAM
496
QCI Asset Management
New York
$45K +$2.17K +23 +5%
SFSIG
497
San Francisco Sentry Investment Group
California
$42K
PH
498
Pinnacle Holdings
Oklahoma
$40.2K +$18.8K +200 +80%
M
499
MOTCO
Texas
$39K
CFGS
500
Concourse Financial Group Securities
Alabama
$39K +$41.2K +438 New

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.