We are live on ! Find out more
AZN icon

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
CAM
476
Cresset Asset Management
Illinois
$313K -$39.2K -370 -11%
EWA
477
EP Wealth Advisors
California
$312K +$330K +3,116 New
MPPW
478
Mitchell & Pahl Private Wealth
Oklahoma
$312K +$331K +3,122 New
BRWA
479
B. Riley Wealth Advisors
Florida
$311K -$49.8K -470 -13%
HCM
480
Huber Capital Management
California
$310K -$127K -1,200 -28%
NB
481
Northwest Bancshares
Pennsylvania
$309K +$17.3K +163 +6%
FP
482
Financial Perspectives
Minnesota
$308K +$1.06K +10 +0.3%
VCA
483
Verdence Capital Advisors
Maryland
$307K +$325K +3,069 New
Prudential Financial
484
Prudential Financial
New Jersey
$305K -$92.6K -874 -22%
GWM
485
Geneos Wealth Management
Colorado
$304K +$205K +1,939 +128%
PP
486
Prospector Partners
Connecticut
$303K -$1.44M -13,625 -82%
AIM
487
Allen Investment Management
New York
$300K – – –
IRC
488
Investors Research Corp
Georgia
$300K – – –
NCM
489
Noesis Capital Mangement
Florida
$300K – – –
NAM
490
NTV Asset Management
West Virginia
$300K – – –
MAFM
491
Mid Atlantic Financial Management
Pennsylvania
$299K +$30.5K +288 +11%
AMG
492
Advisors Management Group
Wisconsin
$297K -$10.6K -100 -3%
CYG
493
Clean Yield Group
Vermont
$295K – – –
BIM
494
Baldwin Investment Management
Pennsylvania
$293K -$5.3K -50 -2%
C1AG
495
Client 1st Advisory Group
Florida
$293K – – –
PSP
496
Principal Street Partners
Tennessee
$293K – – –
GC
497
Grimes & Company
Massachusetts
$291K +$53K +500 +21%
HCM
498
Highlander Capital Management
New Jersey
$290K – – –
MLFP
499
MPS Loria Financial Planners
Illinois
$289K -$5.3K -50 -2%
1WA
500
180 Wealth Advisors
Washington
$288K +$290K +2,738 New
18 19
20
21 22

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.