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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
SWA
501
Sutton Wealth Advisors
Florida
$38K
FHA
502
First Horizon Advisors
Tennessee
$38K -$7.16K -76 -15%
PCIA
503
Prime Capital Investment Advisors
Kansas
$38K -$282 -3 -0.7%
BCA
504
Berman Capital Advisors
Georgia
$38K +$8.38K +89 +26%
WT
505
Washington Trust
Rhode Island
$35K +$37K +393 New
GAM
506
Gemmer Asset Management
California
$34K +$25.9K +275 +272%
OPS
507
Orion Portfolio Solutions
Nebraska
$33K -$2.26K -24 -6%
LWM
508
Lenox Wealth Management
Ohio
$32K +$1.51K +16 +5%
KPW
509
Kore Private Wealth
New York
$32K +$10.9K +116 +48%
CFFP
510
Center for Financial Planning
Michigan
$31K
OC
511
Oakworth Capital
Alabama
$31K
GSWM
512
Golden State Wealth Management
California
$31K +$32.9K +350 New
AF
513
Advisornet Financial
Minnesota
$30K -$4.05K -43 -11%
MRCM
514
M&R Capital Management
New Jersey
$30K
Kayne Anderson Rudnick Investment Management
515
Kayne Anderson Rudnick Investment Management
California
$28K -$3.38M -35,863 -99%
EWM
516
Endurance Wealth Management
Rhode Island
$28K +$4.24K +45 +17%
CIA
517
Cascade Investment Advisors
Oregon
$26.8K
OFG
518
OmniStar Financial Group
North Carolina
$26K +$27.8K +295 New
CFG
519
Citizens Financial Group
Rhode Island
$25K
VCP
520
Verus Capital Partners
Arizona
$25K
EIP
521
Ellis Investment Partners
Pennsylvania
$25K +$4.33K +46 +19%
PFGIA
522
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$18.2K +193 +224%
CT
523
Caldwell Trust
Florida
$24.3K
AWA
524
Arkadios Wealth Advisors
Georgia
$24.2K -$565 -6 -2%
PFO
525
Pathstone Family Office
New Jersey
$23K -$35.3K -375 -60%

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.