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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
RBC
526
Roble Belko & Company
Pennsylvania
$23K
IBOK
527
Independence Bank of Kentucky
Kentucky
$22K
HFA
528
HC Financial Advisors
California
$22K +$23.5K +250 New
BCWM
529
Bartlett & Co Wealth Management
Ohio
$21.3K +$1.13K +12 +5%
BC
530
Bartlett & Co
Ohio
$21K +$22.5K +239 New
FA
531
Fortis Advisors
Pennsylvania
$20K
RFM
532
Royal Fund Management
Florida
$20K
PWMG
533
Prestige Wealth Management Group
New Jersey
$20K +$21.4K +227 +4,540%
VNA
534
Valley National Advisers
Pennsylvania
$19K -$7.91K -84 -28%
ATC
535
Adirondack Trust Company
New York
$19K
SIM
536
Sonora Investment Management
Arizona
$18K
BWM
537
BerganKDV Wealth Management
Minnesota
$18K +$3.01K +32 +18%
BWA
538
BDO Wealth Advisors
Florida
$18K +$9.41K +100 +99%
BCM
539
Brooktree Capital Management
Michigan
$18K +$18.8K +200 New
AIM
540
Anchor Investment Management
South Carolina
$17.2K +$1.6K +17 +10%
KTC
541
Kistler-Tiffany Companies
Pennsylvania
$17K
OAJ
542
Ogorek Anthony Joseph
New York
$17K
TFGT
543
TS Financial Group (TSFG)
Illinois
$17K +$9.88K +105 +124%
SCA
544
Stonebridge Capital Advisors
Minnesota
$16K -$22.8K -242 -57%
PCFFS
545
Pacific Center for Financial Services
California
$16K
MFT
546
Moisand Fitzgerald Tamayo
Florida
$15K
TF
547
Tompkins Financial
New York
$14K -$37.9K -403 -71%
PGAM
548
Princeton Global Asset Management
New Jersey
$14K
AC
549
AlphaCore Capital
California
$14K +$14.5K +154 New
CTB
550
Country Trust Bank
Illinois
$13K -$941 -10 -6%

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.