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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
FFWA
476
FRG Family Wealth Advisors
Washington
$227K +$222K +2,150 New
NQWM
477
Northwest Quadrant Wealth Management
Oregon
$226K
WAP
478
Wealthcare Advisory Partners
Pennsylvania
$225K +$15.5K +150 +8%
CAM
479
Cypress Asset Management
Texas
$225K +$219K +2,125 New
AWM
480
Altus Wealth Management
Kentucky
$224K +$219K +2,122 New
First Trust Advisors
481
First Trust Advisors
Illinois
$223K -$35.3K -342 -14%
RCAG
482
Rehmann Capital Advisory Group
Michigan
$223K +$217K +2,104 New
ECM
483
Evergreen Capital Management
Washington
$222K +$217K +2,097 New
LC
484
Lindbrook Capital
California
$221K +$25.5K +247 +13%
RICHC
485
Renaissance Investment Consultants Holding Company
Pennsylvania
$218K +$200K +1,935 New
WANY
486
Wealthspire Advisors (New York)
New York
$217K -$807K -7,813 -79%
DTL
487
Dynamic Technology Lab
Singapore
$217K +$212K +2,050 New
TC
488
TownSquare Capital
Utah
$214K -$112K -1,084 -35%
TCOV
489
Trust Company of Vermont
Vermont
$212K +$10.3K +100 +5%
SA
490
Shilanski & Associates
Alaska
$206K +$201K +1,949 New
BBP
491
Banco BTG Pactual
Brazil
$206K +$201K +1,950 New
SLWS
492
Swaine & Leidel Wealth Services
Florida
$206K +$978K +9,468 New
RMA
493
Roffman Miller Associates
Pennsylvania
$205K +$200K +1,938 New
SWA
494
SFMG Wealth Advisors
Texas
$205K +$200K +1,938 New
FAIM
495
Financial Advocates Investment Management
Washington
$205K +$200K +1,940 New
EPWM
496
Essex Private Wealth Management
Massachusetts
$204K +$199K +1,929 New
JIC
497
Joel Isaacson & Co
New York
$204K +$199K +1,931 New
VWA
498
Visionary Wealth Advisors
Illinois
$203K +$198K +1,918 New
PMA
499
Prudent Man Advisors
Illinois
$201K +$196K +1,896 New
IB
500
Intrust Bank
Kansas
$200K -$48.3K -468 -20%

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.