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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
WAM
501
Wolverine Asset Management
Illinois
$197K
SG Americas Securities
502
SG Americas Securities
New York
$194K -$413K -4,002 -69%
SSB
503
Sandy Spring Bank
Maryland
$193K -$1.14K -11 -0.6%
VFA
504
Valeo Financial Advisors
Indiana
$192K +$53.5K +518 +40%
IA
505
IFP Advisors
Florida
$190K +$14.8K +143 +9%
MMG
506
Monetary Management Group
Missouri
$185K
EI
507
Ellevest Inc
New York
$185K +$68.4K +662 +61%
CFA
508
Carroll Financial Associates
North Carolina
$184K +$33K +320 +22%
Fifth Third Bancorp
509
Fifth Third Bancorp
Ohio
$179K -$25K -242 -12%
Bessemer Group
510
Bessemer Group
New Jersey
$176K -$192K -1,863 -53%
BFM
511
Boston Financial Management
Massachusetts
$172K
JFA
512
JNBA Financial Advisors
Minnesota
$165K
EWA
513
Evolution Wealth Advisors
Florida
$163K +$90.8K +879 +132%
FANJ
514
Financial Architects (New Jersey)
New Jersey
$162K
KPCM
515
Kings Point Capital Management
New York
$155K
AA
516
Ancora Advisors
Ohio
$149K +$35.5K +344 +32%
SFPG
517
Stonebridge Financial Planning Group
Florida
$140K
EMG
518
ETF Managers Group
New Jersey
$137K +$134K +1,298 New
BFEC
519
Benjamin F. Edwards & Company
Missouri
$134K -$7.13K -69 -5%
HI
520
Human Investing
Oregon
$128K
GWM
521
Geneos Wealth Management
Colorado
$127K -$17.1K -166 -12%
EWP
522
Engrave Wealth Partners
Texas
$126K
KC
523
Knuff & Co
California
$124K +$7.75K +75 +7%
HF
524
Halpern Financial
Virginia
$124K +$121K +1,170 New
SWM
525
Sugarloaf Wealth Management
Georgia
$118K +$1.24K +12 +1%

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.