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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
VWA
501
Visionary Wealth Advisors
Illinois
$284K +$300K +2,836 New
KMWM
502
Keudell/Morrison Wealth Management
Oregon
$281K -$23.5K -222 -7%
SWA
503
SFMG Wealth Advisors
Texas
$281K +$29.4K +278 +11%
VHAM
504
Van Hulzen Asset Management
California
$281K +$298K +2,811 New
SFA
505
Sequoia Financial Advisors
Ohio
$277K +$50K +472 +21%
BDS
506
Banco de Sabadell
Florida
$274K +$19.4K +183 +7%
EI
507
Ellevest Inc
New York
$274K +$59.1K +558 +26%
FWP
508
FAS Wealth Partners
Kansas
$272K +$20.1K +190 +7%
BTW
509
Boston Trust Walden
Massachusetts
$270K – – –
BRWM
510
B. Riley Wealth Management
Tennessee
$269K -$53.1K -501 -16%
GA
511
Geller Advisors
New York
$264K – – –
TCA
512
Transcend Capital Advisors
New Jersey
$262K +$277K +2,617 New
FFBTD
513
First Financial Bank - Trust Division
Ohio
$261K +$5.3K +50 +2%
KIC
514
Keating Investment Counselors
Florida
$259K – – –
HM
515
Harvest Management
New York
$259K +$275K +2,594 New
V
516
Veritable
Delaware
$257K -$19.3K -182 -7%
FCFC
517
First Citizens Financial Corp
Iowa
$256K – – –
WANY
518
Wealthspire Advisors (New York)
New York
$255K +$43.7K +413 +19%
SS
519
Sunbelt Securities
Texas
$255K +$270K +2,551 New
TCM
520
Tandem Capital Management
New Jersey
$253K +$26.1K +246 +11%
FFWA
521
FRG Family Wealth Advisors
Washington
$252K +$39.7K +375 +17%
HB
522
Homrich & Berg
Georgia
$251K – – –
TCOT
523
Trust Company of Toledo
Ohio
$251K +$265K +2,506 New
WAAG
524
Wealth Alliance Advisory Group
Kansas
$250K +$10.4K +98 +4%
PAMG
525
Patton Albertson Miller Group
Tennessee
$249K -$16K -151 -6%
19 20
21
22 23

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.